Aditya Birla Sun Life Special Opportunities Fund Regular-Growth
The fund is rated 3 stars. Balance between returns and downside risk was a strength, while investment selection within each asset type and investment selection within each industry provided some support. Higher annual fee of 2.29% was a minor drawback.
This fund has a ok track record with Asset Selection/Timing, a ok track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 1279.432 AUM and a 2.29 expense ratio. Considering all these factors, we have rated this fund as 3.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
8 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
30 Sep 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (69)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Aditya Infotech Ltd. | 7.48% | ₹101.44 Cr | 2,63,709 |
| Others | 6.73% | ₹91.32 Cr | — |
| Bharti Airtel Ltd. | 3.69% | ₹50.07 Cr | 2,85,000 |
| Meesho Ltd. | 3.05% | ₹41.36 Cr | 18,15,925 |
| Shriram Finance Ltd | 2.95% | ₹40.01 Cr | 4,07,163 |
| ICICI Bank Ltd. | 2.92% | ₹39.65 Cr | 3,00,000 |
| SPR Auto Technologies Ltd. | 2.57% | ₹34.91 Cr | 75,011 |
| Union Bank of India | 2.12% | ₹28.83 Cr | 16,85,900 |
| Billionbrains Garage Ventures Ltd. | 2.04% | ₹27.69 Cr | 15,05,504 |
| SEDEMAC Mechatronics Ltd. | 2.02% | ₹27.4 Cr | 78,405 |
Fund விவரங்கள்
Long Term Capital Appreciation. An equity Scheme that invests in stocks based on special situations theme.
The scheme seeks 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.
Exit load of 1%, if redeemed within 30 days.