January 30, 2024
mayank
Aditya Birla (ABSL) Special Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 20.9300
NAV IDCW: Rs 18.6100
Suitable For Which Investors?
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Chanchal Khandelwal
Education: Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 30 days |
Basic Details
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 23-Oct-20 |
| Return Since Launch | 25.35% |
| Benchmark | S&P BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 686 Cr |
| (As on 31-Dec-2023) | |
| Expense | 1.10% |
| (As on 31-Dec-2023) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 32.00% |
Trailing Returns (%) of Aditya Birla Special Opportunities Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Special Opportunities Dir | 2.45 | 1.06 | 2.45 | 17.78 | 17.52 | 36.92 | 21.74 | — | — | — |
| S&P BSE 500 TRI | 1.50 | 1.65 | 1.50 | 17.65 | 16.48 | 33.18 | 21.71 | — | — | — |
Peer Comparison of Aditya Birla (ABSL) Special Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Special Opportunities Dir | Unrated | 36.92 | 21.74 | — | 1.10 | 686 | 25.35 | 1.00 (30) | 3Y 3M | 32.00 |
| ICICI Pru Ind Opp Dir | Unrated | 41.62 | 36.61 | 24.69 | 0.62 | 15,205 | 24.36 | 1.00 (365) | 5Y | 60.00 |
| ICICI Pru Business Cycle Dir | Unrated | 41.68 | 26.67 | — | 0.81 | 7,616 | 25.91 | 1.00 (30) | 3Y | 46.00 |
| ICICI Pru Innovation Dir | Unrated | — | — | — | 0.73 | 3,622 | 42.50 | 1.00 (365) | 9M | 67.00 |
| Axis India Manufacturing Dir | Unrated | — | — | — | 0.26 | 3,521 | 5.1 | 1.00 (360) | 1M | — |
Portfolio Analysis of Aditya Birla (ABSL) Special Opportunities Fund
| No. of Stocks | 59 |
| Top 10 Stocks | 34.97% |
| Top 5 Stocks | 22.57% |
| Top 3 Sectors | 49.59% |
| Portfolio P/B Ratio | 3.73 |
| Portfolio P/E Ratio | 28.02 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 93,121 | 1,23,144 |
| Giant (%) | 35.13 | 44.01 |
| Large (%) | 23.78 | 25.79 |
| Mid (%) | 35.11 | 26.79 |
| Small (%) | 5.99 | 12.86 |
| Tiny (%) | — | 0.91 |
How to Invest in Aditya Birla Special Opportunities Fund?
Chanakya’s Mutual Fund Guidance For Aditya Birla Sun Life (ABSL) Special Opportunities Fund
Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Apply Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now
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