Investment Objective and Approach

Aditya Birla Sun Life Special Opportunities Fund is an open-ended equity scheme following special situations theme. 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 fund employs a thematic investment approach focusing on:

- Corporate restructuring opportunities

- Government policy changes and regulatory shifts

- Companies facing temporary challenges with turnaround potential

- Special situations across various sectors and market capitalizations

The fund is suitable for investors looking for long-term capital appreciation from an equity-oriented investment, those looking to leverage special economic situations and related investing opportunities through a thematic fund focusing on special situations theme, and those looking to access fund manager expertise for building a diversified portfolio of stocks from across sectors/market caps that have long term growth potential.

Fund Managers

The fund is managed by a team of experienced professionals:

Dhaval Gala - Dhaval M. Gala is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of 19 years in equity and capital market space. He joined ABSLAMC in February 2011 as a part of the Equity Fund Management and Analyst team. He specializes in Banking and Financial Services sector. Dhaval is an MBA in Finance from N L Dalmia Institute of Management and Research, Mumbai.

Chanchal Khandelwal - Chanchal Khandelwal is a Fund Manager and Senior Analyst at Aditya Birla Sun Life AMC Limited (ABSLAMC). With an overall experience of more than 15 years, he has been a part of the Aditya Birla Group for 15 years, with nearly a decade with ABSLAMC. At ABSLAMC Chanchal is responsible for managing select Equity funds as per given mandate while focussing on supporting the entire equity fund management team in their respective mandates through effective sector research on areas allocated. Chanchal has done his B.Com Honours from SRCC and is an MBA from Xavier Institute of Management, Bhubaneshwar.

Dhaval Joshi - Dhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd.

About the Fund House (AMC)

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a collaborative venture jointly sponsored by Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. Managed by Birla Sun Life Asset Management Company Limited, it is headquartered in Mumbai and was established in 1994, celebrating nearly 3 decades of successful operation in the Indian financial landscape.

The Aditya Birla Group, one of the largest business conglomerates in India, boasts a gross revenue of $65 billion. Conversely, Sun Life is a global giant in life insurance, holding a significant position on the Fortune 500 list, with expertise extending to investment management.

ABSLMF stands as one of the foremost asset management companies in India, commanding a substantial presence. As of December 2023, its average assets under management (AUM) have crossed Rs. 3.1 Lakh crores.

Key Fund Statistics (as of August 2025):

- AUM: ₹4,11,970 Cr as of 05 Aug 2025

- Minimum SIP Investment: ₹100, Minimum Lumpsum Investment: ₹500

- Expense Ratio: 2.4% (Regular Plan)

- Expense Ratio: 1.04% (Direct Plan)

- Exit Load: 1% if redeemed within 30 days from date of allotment

Performance Highlights:

- CAGR return of 21.18% since inception

- 1-year CAGR return: 8.49%, 3-year CAGR return: 13.88%

Should I Invest in Aditya Birla Sun Life Special Opportunities Fund?

This fund may be suitable for investors who:

- Have a high risk tolerance and can handle market volatility

- Seek long-term capital appreciation over 5+ years

- Want exposure to special situations investing strategy

- Are comfortable with thematic equity fund investments

- Can invest without needing immediate liquidity

Risk Considerations:

- The fund is rated Very High risk

- Performance depends on fund managers' ability to identify special situations

- Concentrated exposure to specific themes may increase volatility

- No guaranteed returns as with all equity investments

Tax Implications:

- Short-term gains (within 1 year) taxed at 20%. Long-term gains exceeding Rs 1.25 lakh in a financial year taxed at 12.5%

Before investing, evaluate your investment goals, risk appetite, and investment horizon. Consider consulting with a financial advisor to determine if this fund aligns with your portfolio strategy.

FAQs

What is today's NAV of Aditya Birla Sun Life Special Opportunities Fund?

The NAV changes daily. You can check the latest NAV on Allvest or the fund house website for real-time updates.

What is the AUM of Aditya Birla Sun Life Special Opportunities Fund?

The fund's AUM is ₹4,11,970 Cr as of 05 Aug 2025.

What is the expense ratio of Aditya Birla Sun Life Special Opportunities Fund?

The Direct plan has an expense ratio of 1.04%, while the Regular plan charges 2.4%.

What are the returns of Aditya Birla Sun Life Special Opportunities Fund since inception?

The fund has delivered a CAGR return of 21.18% since inception.

What is the minimum SIP amount to invest in Aditya Birla Sun Life Special Opportunities Fund?

The minimum SIP investment is ₹100.

How do I invest in Aditya Birla Sun Life Special Opportunities Fund?

You can invest through Allvest platform, which offers a simple online process. Complete your KYC, select the fund, choose investment amount and start investing.

How to start a SIP in Aditya Birla Sun Life Special Opportunities Fund?

Log in to Allvest, search for the fund, select SIP option, choose amount and frequency, and set up auto-debit for seamless investing.

How do I automate an SIP in Aditya Birla Sun Life Special Opportunities Fund?

Use the Auto-Invest feature which allows you to set up automatic investments at regular intervals. Once configured, your chosen amount will be invested automatically, ensuring consistent contributions without manual intervention.

How can I withdraw/redeem my investment in Aditya Birla Sun Life Special Opportunities Fund?

For direct plan investments, use the AMC's mobile app or website to select the amount or units to redeem. For regular plan investments through distributors, submit a redemption form to your distributor or redeem online through their portal if available.