NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Aditya Birla SL Special Opportunities Fund-Dir (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹10
Min Lumpsum	₹500
Expense Ratio	1.18%
NAV	₹31.70 (11 Nov 2026)
Fund Size	₹1,359.06 Cr
Fund Started	23 Oct 2020
Lock-in Period	No lock-in
Exit Load	1%For redemption / switch-out of units on or before 30 days from the date of allotment: of applicable NAV NilFor redemption / switch-out of units after 30 days from the date of allotment

Returns	Aditya Birla SL Special Opportunities Fund-Dir (G)
1M	3.50%
3M	0.13%
6M	9.00%
1Y	12.36%
3Y	19.68%
5Y	13.31%
Since Inception	20.80%

Trailing risk-adjusted performance measures

Risk Ratio	Aditya Birla SL Special Opportunities Fund-Dir (G)
Alpha	12.09
Beta	0.96
Sharpe	0.81
Standard Deviation	4.39

Holding Analysis	Aditya Birla SL Special Opportunities Fund-Dir (G)
Top 5 Holdings	20.79%
Top 10 Holdings	33.05%
Portfolio Turnover	0.39
Equity	97.04%
Debt	2.81%
Cash	—

Fund Manager	Aditya Birla SL Special Opportunities Fund-Dir (G)
Name
Managing Since	31 Oct 2024

About	Aditya Birla SL Special Opportunities Fund-Dir (G)
AMC	Aditya Birla Sun Life Mutual Fund
Scheme Category	Thematic Fund
Benchmark	BSE 500 TRI
Launch Date	05 Oct 2020