Aditya Birla Sun Life Special Opportunities Fund Regular-Growth
Equity
Thematic-Other
₹-0.18% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1280 Cr
- Created on5 Oct 2020
Fund Ranking
#2
/ 19 in Thematic-Other
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month16.7%
- 1 Year13.1%
- 3 Year (CAGR)17.6%
- All Time (CAGR)19.2%
Category Return
- 6 Month12.1%
- 1 Year4.3%
- 3 Year (CAGR)13.7%
- All Time (CAGR)14.7%
Asset Allocation
- Equity97.0%
- Other3.0%
Top 5 Holdings
Top 5 Sectors
- Atul1.06%
- Carborundum Universal0.51%
- Ceat1.30%
- Dabur India0.62%
- Stylam Industries0.80%
Fund Information
- Expense Ratio2.29%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.85 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.04 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 6.19 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.96