Aditya Birla Sun Life Special Opportunities Fund - Direct - Growth
A Equity Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
23.33%
Expense Ratio
1.29%
as of 01/02/2026
AUM
₹69.5 Cr
Qtr End: Dec 25
NAV
₹27.56
as of 02/03/2026
3Y Returns (CAGR)
23.33%
Expense Ratio
1.29%
as of 01/02/2026
AUM
₹69.5 Cr
Qtr End: Dec 25
NAV
₹27.56
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹18.0k
Abs. Returns79.5%
CAGR21.6%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.20% | -12.19% | 12.57% |
| 6M | 3.57% | 7.27% | 10.91% |
| 1Y | 19.20% | 19.20% | 12.74% |
| 3Y | 87.61% | 23.33% | 12.95% |
| 5Y | 121.37% | 17.23% | 14.08% |
Scheme Details
- Launch Date
- 05/10/2020
- Fund Age
- 5.4 years
- Minimum Investment
- ₹500
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Direct - Growth | 18.73% | 2.06% | ₹69.63 |
| DSP Banking & Financial Services Fund - Direct - Growth | - | 0.62% | ₹280.2 |
| SBI BANKING & FINANCIAL SERVICES FUND - Direct - Growth | 25.11% | 0.73% | ₹4,503.48 |
| Mirae Asset Banking and Financial Services Fund - Direct - Growth | 22.16% | 0.56% | ₹344.25 |
| ITI Banking and Financial Services Fund - Direct - Growth | 19.48% | 0.40% | ₹10.21 |
| WhiteOak Capital Pharma and Healthcare Fund - Direct - Growth | - | 0.67% | ₹79.26 |
| Tata Banking & Financial Services Fund - Direct - Growth | 21.35% | 0.52% | ₹899.75 |