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Business News/Market/Market Stats/    Aditya Birla Sun Life Special Opportunities Fund Reg Growth

Aditya Birla Sun Life Special Opportunities Fund Reg Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
18.70 +0.03 (0.16%) NAV as on 07 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)646.13
  • CAGR 17.61%
  • Exit Load1.00%
  • Expense ratio2.38%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2020-10-23

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 08 December 2023

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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 646.13 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.38%. The minimum investment in Aditya Birla Sun Life Special Opportunities Fund Reg Growth is Rs 500 and the minimum SIP is Rs 500.

 

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

 

The top holdings of the fund include Infosys, Bharti Airtel, ICICI Bank & HDFC Bank.

 

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

 

Some of the similar funds are SBI PSU Regular Growth, HSBC Business Cycles Regular Growth, UTI India Consumer Fund Regular Plan Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Aditya Birla Sun Life Special Opportunities Fund Reg Growth. Aditya Birla Sun Life Special Opportunities Fund Reg Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Aditya Birla Sun Life Special Opportunities Fund Reg Growth

According to the morning star rating Aditya Birla Sun Life Special Opportunities Fund Reg Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life Special Opportunities Fund Reg Growth is managed by Chanchal Khandelwal,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Special Opportunities Fund Reg Growth is 2.38%.
The 5 year annualized return on Aditya Birla Sun Life Special Opportunities Fund Reg Growth is 0.00% & it has generated 17.61% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Special Opportunities Fund Reg Growth is 500 Rs.
Aditya Birla Sun Life Special Opportunities Fund Reg Growth has an AUM of 646.13 crores.
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