Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF209KB1T46

NAV · 06-Jul-2026

₹28.2200

+5.82%

+4.25%

1Y (CAGR)

+14.10%

3Y (CAGR)

+20.13%

5Y (CAGR)

+15.13%

Since inception (CAGR)

+19.90%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

14.03%

Downside dev (3y)

11.23%

Max drawdown (3y)

-18.1%

Sharpe (3y)

0.97

SIP XIRR (3y)

+15.80%

SIP XIRR (5y)

+16.61%

Calendar-year returns

2021 +32.7%2022 -1.0%2023 +25.4%2024 +21.5%2025 +13.6%

Fund facts

Fund managerDhaval Gala

AUM₹10,729 Cr

TER · AMFI officialDirect 1.25% · Regular 2.30% (2026-06-30)

Launch date05-Oct-2020

Plan typeOpen Ended · Equity

Min lumpsum500

Lock-inNone

Volatility15.31

AMCAditya Birla Sun Life AMC Limited

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.

scheme documents ↗