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Aditya Birla Sun Life Special Opportunities Fund

Aditya Birla Sun Life·
Sectoral/Thematic
1Y
+9.37%
3Y
+20.74%
5Y
+15.37%
Since Inception
+17.67%
Sharpe
0.68
Sortino
1.10
Max Drawdown
-20.30%
Volatility
14.75%
Alpha
+6.66%
Beta
0.97
Info Ratio
1.88
Up / Down Capture
111 / 77
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹926 Cr (January - March 2026)
Expense ratio (Direct)1.28%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#32 of 225
Top 14%
3Y CAGR
#34 of 128
Top 27%
5Y CAGR
#35 of 99
Top 35%
Sharpe
#57 of 225
Top 25%