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Aditya Birla Sun Life Special Opportunities Fund

Aditya Birla Sun Life·
Sectoral/Thematic
1Y
+14.37%
3Y
+18.98%
5Y
+13.78%
Since Inception
+18.20%
Sharpe
0.75
Sortino
1.22
Max Drawdown
-20.30%
Volatility
14.48%
Alpha
+7.59%
Beta
0.96
Info Ratio
1.89
Up / Down Capture
115 / 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)-
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#47 of 238
Top 20%
3Y CAGR
#36 of 143
Top 25%
5Y CAGR
#40 of 103
Top 39%
Sharpe
#49 of 237
Top 21%