Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 42.85 | 18.12 | N/A | N/A |
Average Rolling Returns(%) | 15.20 | 20.36 | N/A | N/A |
The Current NAV of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is ₹21.23.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 2.44%
The process for redemption is
The AUM of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is currently ₹700 Crores.
The Top three stocks are Bharti Airtel, Infosys and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 49% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Chanchal Khandelwal manages the Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth Fund.
Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth current PE ratio is 46.22 and PB ratio is 5.66
The asset allocation of Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is Stocks : 98.08%, Debt : 1.91% and Gold : 0%
The minimum SIP amount for Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days