July 28, 2026
mayank
Aditya Birla (ABSL) Special Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 30.21 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 23.47 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 1,166 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.95% |
| 1 Year Return (%) | 13.53 |
| 3 Year Return (%) | 19.63 |
| 5 Year Return (%) | 15.61 |
| 10 Year Return (%) | — |
| Return Since Launch | 21.06% |
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure to stocks with a focus on fund’s stated investment theme
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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) Dhaval Gala
Education: Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| 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 of Aditya Birla (ABSL) Special Opportunities Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 23-Oct-20 |
| Return Since Launch | 21.06% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,166 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.95% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 35.00% |
Aditya Birla (ABSL) Special Opportunities Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Special Opportunities Dir | 4.16 | -0.36 | -0.53 | 7.40 | 7.67 | 13.53 | 19.63 | 15.61 | — | — |
| BSE 500 TRI* | -3.75 | -0.27 | -0.75 | 1.80 | 1.19 | -1.01 | 11.44 | 11.78 | — | — |
Peer Comparison of Aditya Birla 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 | 13.53 | 19.63 | 15.61 | 0.95 | 1,166 | 21.06 | 1.00 (30) | 5Y 9M | 35.00 |
| ICICI Pru India Opportunities Dir | Unrated | 1.29 | 16.79 | 19.91 | 0.60 | 37,257 | 19.92 | 1.00 (365) | 7Y 6M | 68.00 |
| HDFC Defence Dir | Unrated | 23.24 | 40.95 | — | 0.69 | 10,529 | 42.11 | 1.00 (365) | 3Y 1M | 10.98 |
| Franklin India Opportunities Dir | Unrated | 1.49 | 22.03 | 19.16 | 0.47 | 9,192 | 17.10 | 1.00 (365) | 13Y 6M | 69.69 |
| Sundaram Services Dir | Unrated | 0.74 | 14.83 | 15.28 | 0.62 | 4,934 | 18.86 | 1.00 (365) | 7Y 10M | 22.80 |
Aditya Birla (ABSL) Special Opportunities Fund Portfolio Analysis
| No. of Stocks | 67 |
| Top 10 Stocks | 33.61% |
| Top 5 Stocks | 22.06% |
| Top 3 Sectors | 61.59% |
| Portfolio P/B Ratio | 3.71 |
| Portfolio P/E Ratio | 27.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 84,995 | 1,50,245 |
| Large (%) | 46.54 | 53.72 |
| Mid (%) | 16.63 | 24.46 |
| Small (%) | 36.83 | 24.73 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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