Aditya Birla Sun Life Special Opportunities Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.76% | -3.49% | -1.99% | 4.11% | 6.21% | 17.44% | 12.59% | – | – |
NAV history
About this fund
Aditya Birla Sun Life Special Opportunities Fund is a sectoral/thematic equity fund offered by Aditya Birla Sun Life Mutual Fund, classified under Equity as Sectoral/Thematic - Special Situations. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹29.61, with assets under management of about ₹1,055 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Aditya Birla Sun Life Special Opportunities Fund has recorded a return of about 6.2%, with a three-year return of 17.4% and a five-year return of 12.6%. Its annualised volatility is 14.4% — moderate fluctuations — and its Sharpe ratio is -0.02, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.92%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 18.09 | 14.66 | -8.18 | 65.53 | 89% | 60% |
| 3Y | 19.43 | 19.92 | 11.45 | 24.02 | 100% | 100% |
| 5Y | 17.16 | 16.61 | 12.53 | 22.96 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Samco Special Opportunities Fund Sectoral/Thematic - Special Situations | -9.01 | -1.03 | 2.36 | -4.72 | – | – | – | 0.78 |
| WhiteOak Capital Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.43 | -2.27 | 6.18 | 6.53 | – | – | – | 0.53 |
| Kotak Special Opportunities Fund Sectoral/Thematic - Special Situations | -9.45 | -1.50 | 7.67 | 7.06 | – | – | – | – |
| Motilal Oswal Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.44 | 3.53 | 10.40 | 10.00 | – | – | – | 2.00 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -7.03 | -5.40 | -4.25 | -3.41 | 9.33 | 5.75 | 10.44 | 0.92 |
| Aditya Birla Sun Life Short Term Fund Debt Scheme - Short Duration Fund | -0.40 | 0.23 | 2.19 | 4.52 | 7.43 | 6.73 | 7.36 | 0.30 |
| Aditya Birla Sun Life Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.26 | 1.45 | 3.15 | 6.39 | 7.41 | 6.77 | 6.94 | – |
| Aditya Birla Sun Life Dynamic Term Fund Debt Scheme - Dynamic Bond Fund | -0.53 | 0.10 | 2.27 | 4.05 | 7.60 | 7.10 | 5.99 | – |
| Aditya Birla Sun Life Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -5.73 | -5.77 | -8.03 | -5.09 | 9.88 | 11.35 | 11.76 | 1.14 |
| Aditya Birla Sun Life Money Market Fund Debt Scheme - Money Market Fund | 0.25 | 1.51 | 3.11 | 6.34 | 7.33 | 6.76 | 6.82 | – |
| Aditya Birla Sun Life Infrastructure Fund Sectoral/Thematic - Infrastructure | -6.59 | -4.49 | -0.24 | 6.26 | 14.68 | 16.13 | 14.30 | 1.13 |
| Aditya Birla Sun Life International Equity Fund Sectoral/Thematic - International | -3.53 | -2.31 | 2.64 | 16.03 | 22.89 | 11.48 | 13.58 | 1.60 |