3 Year return

15.34%
Launched on October 2020 (4 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹824.99 Cr.

Expense Ratio

1.22% (inclusive of GST)

Exit Load

For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings

Aditya Birla Sun Life Mutual Fund Managers

AS

Anil Shah

Fund Manager since Apr 2022

View Details

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund Asset management company

AUM ₹384,326.89 Cr.
No. of Schemes 241
Setup Date September 1994

Peer Comparison

Comparison with other similar funds

Schemes by Aditya Birla Sun Life Mutual Fund

List of mutual fund schemes by AMC

About Aditya Birla Sun Life Special Opportunities Fund Direct Growth

The Aditya Birla Sun Life Special Opportunities Fund Direct Growth is an open-ended equity mutual fund scheme that invests in a portfolio of stocks of companies that are not well-known or are in the early stages of growth. The fund is managed by Aditya Birla Sun Life Mutual Fund, one of the leading asset management companies in India.

Investment Objectives of the Scheme

The investment objective of the Aditya Birla Sun Life Special Opportunities Fund Direct Growth is to generate capital appreciation for its investors by investing in a diversified portfolio of stocks of companies that are not well-known or are in the early stages of growth.

Key Features of The Fund

5-year return NA
Expense Ratio 1.22%
Fund Manager Anil Shah
Fund Size ₹824.99 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Aditya Birla Sun Life Special Opportunities Fund Direct Growth is a good option for investors who are looking for a high-risk, high-reward investment. The fund is suitable for investors who have a high risk tolerance and who are comfortable with the risk of losing money. However, it is important to note that the fund is not a risk-free investment. The fund's returns can go down as well as up. Investors should only invest in the fund if they are comfortable with the risk of losing money.

AMC Contact Details

Name Aditya Birla Sun Life Mutual Fund
Launch Date September 1994
Addresss One India Bulls Centre, Tower-1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai, 400013
Contact 1-800-22-7000
Email care.mutualfunds@adityabirlacapital.com
Website https://mutualfund.adityabirlacapital.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Aditya Birla Sun Life Special Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Aditya Birla Sun Life Special Opportunities Fund Nov 07 2024 is 25.26

What is the AUM of Aditya Birla Sun Life Special Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Aditya Birla Sun Life Special Opportunities Fund is 824.99 crore.

What is the expense ratio of Aditya Birla Sun Life Special Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Aditya Birla Sun Life Special Opportunities Fund is 1.22%

What are the returns of Aditya Birla Sun Life Special Opportunities Fund since inception?

The Aditya Birla Sun Life Special Opportunities Fund was launched on Oct 05 2020. The fund has delivered a CAGR of 25.75 since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Special Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Aditya Birla Sun Life Special Opportunities Fund is 100.

How do I invest in Aditya Birla Sun Life Special Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Aditya Birla Sun Life Special Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Aditya Birla Sun Life Special Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Special Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.