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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 18.18%, with the bottom and top quartiles at 16.86% and 19.44% respectively. It has ranked in the top half of its category for 2 of the last 5 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.21% on assets of ₹1,030Cr. The fund is currently managed by Mr. Dhaval Gala, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Aditya Infotech Limited | Industrials | 5.30% |
| Shriram Finance Limited | Financial Services | 3.70% |
| Bank of Maharashtra | Financial Services | 2.91% |
| Billionbrains Garage Ventures Limited | Financial Services | 2.53% |
| Kotak Mahindra Bank Limited | Financial Services | 1.98% |
| Tata Motors Limited | Consumer Cyclical | 1.63% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.30% |
| Coforge Limited | Technology | 1.28% |
| Sedemac Mechatronics Ltd. | Consumer Cyclical | 1.02% |
| Varun Beverages Ltd | Consumer Defensive | 0.91% |
| LG Electronics India Limited | Technology | 0.83% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 2 | 16.75% |
| Telecom - Services | 2 | 7.01% |
| It - Software | 1 | 6.48% |
| Industrial Manufacturing | 1 | 5.89% |
| Finance | 1 | 5.20% |
| Retailing | 1 | 4.34% |
| Pharmaceuticals & Biotechnology | 4 | 4.23% |
| Capital Markets | 1 | 4.03% |
| Chemicals & Petrochemicals | 2 | 3.24% |
| Consumer Durables | 1 | 2.82% |
| Cement & Cement Products | 2 | 2.76% |
| Auto Components | 1 | 2.47% |
| Non - Ferrous Metals | 2 | 2.35% |
| Automobiles | 2 | 2.29% |
| Leisure Services | 3 | 2.13% |
| Beverages | 1 | 1.88% |
| IT - Services | 2 | 1.83% |
| Agricultural Commercial & Construction Vehicles | 1 | 1.63% |
| Agricultural Food & other Products | 1 | 1.63% |
| Other Consumer Services | 1 | 1.60% |
| Food Products | 1 | 1.59% |
| Healthcare Services | 1 | 1.54% |
| Realty | 1 | 1.54% |
| Insurance | 1 | 1.52% |
| Petroleum Products | 1 | 1.49% |
| Industrial Products | 2 | 1.21% |
| Ferrous Metals | 2 | 1.02% |
| Diversified Metals | 1 | 0.99% |
| Construction | 1 | 0.83% |
| Transport Services | 1 | 0.83% |
| Personal Products | 1 | 0.73% |
| Textiles & Apparels | 1 | 0.73% |
| Power | 2 | 0.35% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.42% | 4.53% | 13.04% | 29.59% | 62.09% | 85.8% |
| 3Y | 9.76% | 16.86% | 18.18% | 19.44% | 22.53% | 100.0% |
| 5Y | 13.63% | 15.06% | 16.45% | 17.95% | 21.23% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 22.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Samco Special Opportunities Fund - Regular Plan - Growth | Samco Mutual Fund | ₹126 Cr | 2.47% | — | — | 1★ |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | WhiteOak Capital Mutual Fund | ₹1,539 Cr | 3.54% | — | — | 4★ |
| Kotak Special Opportunities Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹1,429 Cr | 2.24% | — | — | 3★ |
| Motilal Oswal Special Opportunities Fund-Regular Plan-Growth | Motilal Oswal Mutual Fund | ₹70 Cr | 2.47% | — | — | — |