EquitySectoral/ ThematicDirect · Growth
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth
Aditya Birla Sun Life · Scheme 148539
₹31.02▼ 0.26%NAV · 2026-09-18
Excellent FundScore
AUM
₹1,263 cr
Expense ratio
1.21%
3Y CAGR
21.0%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Anil ShahExit load: Exit load of 1%, if redeemed within 30 days.
Excellent · 81/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 15.6% CAGR over 5 years.
- ✓Compounding well recently — 21.0% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +21.0%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
81/100 · Excellent
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.