Aditya Birla Sun Life Special Opportunities Fund Reg Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.97
• Std Deviation 13.25%
• Tracking Error 0.00%

The investment objective of the Scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The Aditya Birla Sun Life Special Opportunities Fund Reg Growth has an AUM of 895.80 crores & has delivered CAGR of 17.18% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.34%. The minimum investment in Aditya Birla Sun Life Special Opportunities Fund Reg Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, ICICI Bank, Infosys & Clearing Corporation Of India Limited.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Communications Services & Construction Services.

Some of the similar funds are Aditya Birla Sun Life Special Opportunities Fund Reg Growth, SBI Comma Fund Regular Growth, 360 ONE Quant Fund Regular Growth, Axis Quant Fund Regular Growth, UTI Innovation Fund Regular Growth. Aditya Birla Sun Life Special Opportunities Fund Reg Growth has a sharpe ratio of 0.97 & a standard deviation of 13.25%.