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

Equity | Thematic - Business Cycles

(NAV as of 28/05/2024)
22.75 (-0.35)

3Y Returns

19.3%

Min SIP

500

Min Lumpsum

500

Expense Ratio

1.1%

Fund Size

686 Cr

Inception Date

23-Oct-20

Fund Manager

Chanchal Khandelwal

Exit Load

1% on or before 30D, Nil after 30D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

96.09%

Debt & Others

3.91%

Market Cap Allocation

Large Cap

52.86%

Mid Cap

21.81%

Small Cap

21.42%

Other Cap

3.91%

Sector Allocation

Banks

15.96%

Internet and Technology

10.17%

Automobiles

9.25%

Finance

6.92%

Telecom

5.84%

Top Ten Holdings

Infosys Ltd

6.03%

Bharti Airtel Ltd

5.84%

ICICI Bank Ltd

4.78%

Sun Pharmaceutical Industries Ltd

3.19%

HDFC Bank Ltd

3.10%

Investment 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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.