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Aditya Birla SL Special Opp Fund

Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 737 Cr
Very High RiskPrinciple investment will be at very high risk
15.920.22 (+1.40%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 737 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.59
No LabelNo Label
48.80
No LabelNo Label
2.05
No LabelNo Label
0.89
No LabelNo Label
40.58
No LabelNo Label
1.64

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
0.50%
0.50% on or before 90D Nil after 90D
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
S&P BSE 500 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 24yrs

 | 

#Funds: 4

Exp:

 | 

#Funds: 2

Exp: 18yrs

 | 

#Funds: 14

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AMC profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    93

  • Total AUM

    ₹ 2,95,180.90 Cr.