Aditya Birla Sun Life Special Opportunities Fund - Direct Plan - GROWTH

Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 7:44 pm

Solid risk-adjusted track record over the available NAV history. Returns have been compensating reasonably for the volatility taken. Still confirm current expense ratio, exit load, and portfolio concentration directly from the AMC factsheet before committing.

DalalBaazaar Score

77/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Worst peak-to-trough fall was 20.3%. That is the loss you would have had to hold through without selling.
✓ Captured only 81% of the index's down months
• Capture profile: 117% of index gains, 81% of index falls

Investment Checklist

4 / 4 checks passed

✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹30.59

As of

16 Oct 2026

Fund History Available

6.0 yrs

1Y Return (CAGR)

9.8%

Moderate

3Y Return (CAGR)

18.5%

5Y Return (CAGR)

12.8%

Annualized Volatility

14.3%

Moderate

Sharpe Ratio (est.)

0.81

Moderate

Max Drawdown

-20.3%

Notable drop seen

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹9,50,484

Estimated Gain

₹3,50,484

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.