Aditya Birla Sun Life Special Opportunities IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Aditya Birla Sun Life Special Opportunities IDCW Payout Direct Plan

NAV
₹20.7400
-2.17%
(20 Dec)
AUM
774 Cr
TER
1.25%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+36.5%
+36.5%
+36.5%
+35.4%
+26.6%
3Y
+38.6%
+38.6%
+38.6%
+36.8%
+17.6%
5Y
+25.7%
+25.7%
+25.7%
+28.8%
NA
ALL
+12.3%
+12.3%
+12.3%
+17.3%
+24.4%
VOL
20.3%
20.3%
20.3%
20.0%
15.3%
TER
0.7%
0.7%
0.7%
0.8%
1.3%
AUM
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
₹1,345 Cr
₹774 Cr
INFO
0.61
0.61
0.61
0.86
1.60
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Special Opportunities IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Bharti Airtel Ltd
6.5%
Infosys Ltd
5.8%
ICICI Bank Ltd
5.0%
Clearing Corporation Of India Limited
3.5%
HDFC Bank Ltd
2.9%
Sun Pharmaceuticals Industries Ltd
2.6%
Coforge Ltd
2.4%
Grasim Industries Ltd
2.3%
Shriram Finance Ltd
2.3%
Fortis Healthcare Ltd
2.2%
Top industry exposure
Financial Services
23.5%
Consumer Cyclical
17.3%
Basic Materials
13.8%
Technology
13.5%
Healthcare
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
27%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
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.
Fund manager(s)
Dhaval Gala
Dhaval Joshi

FAQs