EquitySectoral/ ThematicDirect · Growth
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth
Aditya Birla Sun Life · Scheme 148539
₹31.06▼ 0.16%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
20.7%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.87% |
| 3 Months | +9.56% |
| 6 Months | +8.83% |
| 1 Year | +19.55% |
| 3 Years (CAGR) | +20.66% |
| 5 Years (CAGR) | +15.92% |
| 10 Years (CAGR) | — |
| Since Launch | +21.58% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns89
Consistency100
Risk-adjusted69
Downside protection71
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +20.7%
- ✓ 3Y CAGR vs category: +3.9% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 82% of windows
- ✓ Alpha vs benchmark: +9.4%
Risk metrics
Sharpe ratio
1.01
Sortino ratio
1.30
Volatility
14.45%
Max drawdown
-20.29%
Downside capture
87.90%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.