Aditya Birla Sun Life Special Opportunities Fund Regular Plan Growth

21.23
NAV (Apr 26,2024)

The Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth offers investors the opportunity to grow their investments in the fast-paced market. With an expense ratio of 2.38% and a lock period of 0 years, this fund provides a low-cost investment option. Established on October 23, 2020, this fund has a minimum investment requirement of INR 500 and a scheme AUM of INR 686.12. With a PE ratio of 44.17 and a PB ratio of 5.65, this fund aims to deliver lucrative returns for investors.

Aditya Birla Sun Life Special Opportunities Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Special Opportunities Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.17
  • P/B Ratio
    UM_URBAN_MONEY

    5.65
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.38%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

686.12 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,803.66 (8.04%)12,545.78 (25.46%)14,688.8 (46.89%)17,395.58 (73.96%)-- (--)
32,410.98 (8.04%)37,637.34 (25.46%)44,066.4 (46.89%)52,186.74 (73.96%)-- (--)
54,018.3 (8.04%)62,728.9 (25.46%)73,444 (46.89%)86,977.9 (73.96%)-- (--)
86,429.28 (8.04%)1,00,366.24 (25.46%)1,17,510.4 (46.89%)1,39,164.64 (73.96%)-- (--)
1,08,036.6 (8.04%)1,25,457.8 (25.46%)1,46,888 (46.89%)1,73,955.8 (73.96%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Infosys Limited5.75%
  • Bharti Airtel Limited5.29%
  • ICICI Bank Limited4.75%
  • HDFC Bank Limited3.72%
  • Tata Motors Limited3.06%
  • Sun Pharmaceutical Industries Limited2.91%
  • Tata Consumer Products Limited2.55%
  • Fortis Healthcare Limited2.40%
  • Bharat Forge Limited2.36%
  • Coforge Limited2.18%
  • Bajaj Finserv Limited2.18%
  • Axis Bank Limited2.17%
  • Shriram Finance Ltd2.05%
  • Reliance Industries Limited2.02%
  • Sobha Limited1.94%
  • Container Corporation of India Limited1.88%
  • IndusInd Bank Limited1.86%
  • Apollo Hospitals Enterprise Limited1.75%
  • Ambuja Cements Limited1.71%
  • Hero MotoCorp Limited1.69%
  • Birlasoft Limited1.68%
  • Zomato Limited1.67%
  • United Spirits Limited1.63%
  • State Bank of India1.61%
  • Phoenix Mills Limited1.61%
  • Hindalco Industries Limited1.57%
  • RBL Bank Limited1.56%
  • Mahindra & Mahindra Limited1.51%
  • Manappuram Finance Limited1.50%
  • IDFC First Bank Limited1.50%
  • MphasiS Limited1.45%
  • United Breweries Limited1.45%
  • Crompton Greaves Consumer Electricals Limited1.43%
  • UTI ASSET MANAGEMENT COMPANY Limited1.43%
  • Aditya Birla Fashion and Retail Limited1.42%
  • Aarti Industries Limited1.39%
  • Strides Pharma Science Limited1.30%
  • Grasim Industries Limited1.24%
  • Bajaj Electricals Limited1.24%
  • Kalpataru Projects International Ltd1.24%
  • ICICI Lombard General Insurance Company Limited1.22%
  • Eicher Motors Limited1.21%
  • AIA Engineering Limited1.08%
  • CEAT Limited1.06%
  • Clearing Corporation of India Limited1.05%
  • Atul Limited1.04%
  • Bajaj Finance Limited0.98%
  • Carborundum Universal Limited0.98%
  • FSN E Commerce Ventures Limited0.93%
  • Sundram Fasteners Limited0.91%
  • Zee Entertainment Enterprises Limited0.89%
  • Marico Limited0.80%
  • Max Financial Services Limited0.80%
  • The Ramco Cements Limited0.69%
  • Wipro Limited0.69%
  • Orient Electric Ltd0.65%
  • City Union Bank Limited0.55%
  • Sai Silks Kalamandir Ltd0.55%
  • Steel Strips Wheels Ltd0.27%
  • Bajel Projects Ltd0.17%
  • Net Receivables Payables-0.20%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

32.04%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

31.83%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

30.59%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

29.22%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

28.65%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.47%

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

19.69%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

19.43%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

19.41%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

60.72%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

Very High

58.12%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

51.38%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

46.54%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

43.81%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

31.19%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.67%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

16.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.53%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.58%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

28.89%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.26%

Axis Special Situations Fund - Regular Plan - GrowthAxis Special Situations Fund - Regular Plan - Growth

EQUITY

Very High

14.78%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.71%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

8.96%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

27.16%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

22.99%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.76%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

19.62%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.28%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Fund Managers

CK

Mr. Chanchal KhandelwalFund Manager

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