Aditya Birla Sun Life Special Opportunities Fund Reg Growth
Medium
Risk
Equity
Other
+
18.13
%
18.13
%
3Y annualised
+
0.44
%
0.44
%
1D
1M
6M
1Y
3Y
All
Fund size
707
NAV:
Mar 7, 2024
20.57
Sector
Tech
Type
Equity
Launched
Oct 2020
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Infosys Ltd
6.06
%
Bharti Airtel Ltd
5.59
%
ICICI Bank Ltd
4.87
%
Sun Pharmaceuticals Industries Ltd
3.54
%
Tata Motors Ltd Class A
3.17
%
HDFC Bank Ltd
2.96
%
Sobha Ltd
2.66
%
Tata Consumer Products Ltd
2.38
%
Shriram Finance Ltd
2.37
%
Fortis Healthcare Ltd
2.27
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Special Opportunities Fund Reg Growth
More details
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.
The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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