NSE ScannerAditya Birla Sun Life Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Aditya Birla Sun Life Special Opportunities Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +18.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.7%.
On 3-year return it ranks 28 of 138 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹28,269 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.0% | +1.9% |
| 3 months | -3.2% | -5.1% |
| 6 months | +4.8% | -3.2% |
| 1 year | +5.4% | -10.2% |
| 3 years (yearly) | +18.3% | +7.4% |
| 5 years (yearly) | +12.6% | +6.5% |
| Since start (yearly) | +19.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,671 | +5.0% |
| 3 years | ₹3,60,000 | ₹4,29,846 | +11.3% |
| 5 years | ₹5,90,000 | ₹8,57,490 | +14.8% |
Top holdings (30 Sept 2026)
Fund size ₹1,357 crore · 68 holdings · 93.6% in equity
| Company | Industry | Weight |
|---|---|---|
| Aditya Infotech Ltd. | Industrial Manufacturing | 7.48% |
| Bharti Airtel Ltd. | Telecom - Services | 3.69% |
| Meesho Ltd. | Retailing | 3.05% |
| Shriram Finance Ltd. | Finance | 2.95% |
| ICICI Bank Ltd. | Banks | 2.92% |
| SPR Auto Technologies Ltd. | Auto Components | 2.57% |
| Union Bank of India | Banks | 2.12% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | 2.04% |
| Sedemac Mechatronics Ltd. | Auto Components | 2.02% |
| Bank of Maharashtra | Banks | 2.02% |
| Ujjivan Small Finance Bank Ltd. | Banks | 2.01% |
| Axis Bank Ltd. | Banks | 1.99% |
| Wheels India Ltd. | Auto Components | 1.98% |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | 1.81% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | 1.80% |
Largest industries: Banks 12.8%, Auto Components 10.2%, Industrial Manufacturing 9.4%, Retailing 7.3%, Finance 6.1%, Telecom - Services 5.2%.
Other plan of this fund: Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth