Mutual Funds

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Aditya Birla Sun Life Mutual FundSectoral/ThematicVery High Risk
₹28.05-0.10 (-0.36%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹1,166 Cr

1Y Return

+12.7%

3Y CAGR

+18.8%

5Y CAGR

+14.4%

Expense

1.88%

Risk

Very High

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
₹28.05-0.36%

1Y Return

+12.7%

3Y CAGR

+18.8%

5Y CAGR

+14.4%

Since Inception

+19.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹23.37
₹28.33

94% from 52W low

Fund Information

Sectoral/ThematicEquitySince 27-10-2020

Fund House

Aditya Birla Sun Life Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity96.6%
Cash3.4%

Market Cap Split

Large Cap45.0%
Mid Cap16.1%
Small Cap26.3%

Top Holdings

77 stocks
Weight1M Change
1

Aditya Infotech Ltd

Industrials

5.30%0.0%
2

Bharti Airtel Ltd

Communication Services

5.22%0.0%
3

Clearing Corporation Of India Limited

4.02%0.0%
4

Shriram Finance Ltd

Financial Services

3.70%0.0%
5

ICICI Bank Ltd

Financial Services

3.68%0.0%
6

Bank of Maharashtra

Financial Services

2.91%0.0%
7

Axis Bank Ltd

Financial Services

2.71%0.0%
8

Infosys Ltd

Technology

2.70%0.0%
9

Billionbrains Garage Ventures Ltd

Financial Services

2.53%0.0%
10

Kotak Mahindra Bank Ltd

Financial Services

1.98%0.0%

Sector Allocation

Weight1M Change
Financial Services
27.5%0%
Consumer Cyclical
15.6%+100%
Basic Materials
8.9%+94%
Industrials
8.8%0%
Technology
8.4%+100%
Consumer Defensive
7.4%0%
Communication Services
7.0%0%
Healthcare
6.5%0%
Real Estate
1.5%0%
Energy
1.5%0%

Fundamentals

P/E Ratio

26.20

Cat avg: 28.97

P/B Ratio

3.92

Cat avg: 4.38

Dividend Yield

0.91%

Cat avg: 1.23%

Price/Sale

3.52

Price/Cash Flow

15.30

Risk Metrics (3Y)

Sharpe Ratio

0.86

Sortino Ratio

1.40

Std Deviation

15.31%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Aditya BSL Special Opports Reg Gr1,1661.88+12.7%+18.8%+14.4%
ABSL India Flexicap (IFSC) A1-----
ICICI Pru India Opports Reg Gr37,2571.31+1.6%+16.9%+19.0%
ICICI Pru Business Cycle Reg Gr16,1381.42+1.7%+16.6%+16.4%
HDFC Defence Reg Gr10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg Gr10,3281.80+5.4%--
Franklin India Opportunities Gr9,1921.51+1.3%+21.5%+18.5%
Nippon India Power & Infra Gr8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg Gr7,6091.53+3.9%+19.2%-
ICICI Pru Manufacturing Gr6,8431.55+8.8%+21.1%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,166 Cr
Expense Ratio1.88%
Volatility (3Y)15.3%
Sharpe Ratio0.86
Sortino Ratio1.40
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings70

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.