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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

    • ABSL Special Opportunities Fund

    Equity Thematic

    An open-ended equity scheme following special situations theme

    AUM (In crores)

    NAV

    Annualized Returns %

    Annualized

    Returns %

    1 Year

    3 Year

    5 Year

    Since Inception

    Aditya Birla Sun Life Special Opportunities Fund

    SIP Amount
    Min . ₹ 100
    Lumpsum Amount
    Min. ₹ 500

    Fund Overview

    Aditya Birla Sun Life Special Opportunities Fund is an open-ended equity scheme following special situations theme.

    Investment Objective

    The investment objective of the Scheme is 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.

    The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

    Know what are Equity Funds?

    Why one can invest:

    • check-circle

      If you are looking for long-term capital appreciation from an equity-oriented investment

    • If you are looking to leverage special economic situations and related investing opportunities through a thematic fund focusing on special situations theme

    • If you are looking to access fund manager expertise for building a diversified portfolio of stocks from across sectors/market caps that have long term growth potential arising out of special situations

    • If you are looking to build such a portfolio with low minimum investments - as little as Rs.500

    • If you are looking for an investment avenue for your long-term investing goals

    Fund Details

    CAGR

    Latest NAV

    (as on )

    AUM

    ()

    Inception Date

    ()

    Risk

    Investment Horizon

    Long term, 5 years or more

    Annualized Benchmark Returns

    Min Investment

    Entry load

    NIL

    Exit load

    1%

    information icon
    For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: Nil

    Total Expense Ratio (TER)

    Sharpe Ratio

    Beta Ratio

    Other Parameters

    Standard Deviation

    Modified Duration

    -

    Yield to Maturity

    -

    Portfolio Turnover:

    -

    Average Maturity

    -

    Macaulay Duration

    -

    Net Equity Exposure

    -

    Fund Managers

    Mr. Dhaval Gala

    Dhaval M. Gala is a Fund Manager an...
    Read More

    Mr. Dhaval Joshi

    Dhaval Joshi has an overall experie...
    Read More

    Riskometer

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    (An open-ended equity scheme following special situations theme)

    This product is suitable for investors who are seeking

    • -Long Term Capital Appreciation

    • -An equity Scheme that invests in stocks based on special situations theme

    *Investors should consult their financial advisers if in doubt whether the product is suitable for them

    Portfolio & Sector Holdings

    Retail

    % of Net Assets

    Sector Holdings

    Dividend History

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Investment Performance

    IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:
    Declared on date IDCW Yield (Regular Plan) IDCW Per Unit Cum IDCW NAV

    Fund Summary

    - The domestic and global economic environment will always be faced with constant change and often even times of adversity. Rather than looking upon this negatively, investors can seek out unique investing opportunities in such times.

    - These challenges or special situations can be company or industry specific or even macro-economic or global. Business restructuring to innovative disruption or regulatory changes and even global crises such as pandemics or war like situations are some of the examples.

    - These special situations can open up unique investing opportunities – such as stocks available at low valuations, emergence of new categories etc.

    - Being able to identify these unique opportunities though requires considerable expertise

    - Thematic funds catering to ‘special situations’ theme is your ‘go-to’ here. These funds identify opportunities and build a focused portfolio of stocks that can grow from these opportunities

    - Aditya Birla Sun Life Special Opportunities Fund is an open-ended thematic equity-oriented fund that invests according to the special situations theme. It seeks out investable opportunities by identifying special situations and stocks that can benefit from these situations.

    - The fund seeks to earn capital growth over a long-term investing period

    Fund Discipline

    - Aims to allocate a minimum of 80% (up to 100%) of its net assets to equity and equity related instruments of special situations theme.

    - The scheme can also allocate up to 20% of its net assets into other equity instruments as well as debt, units of mutual fund schemes, money market instruments and cash and cash equivalents and up to 10% in units issued by REITs & InvITs.

    - The Scheme will follow a bottom-up approach for stock selection. It can invest across sectors and across market caps.

    - The Scheme will invest in stocks with an emphasis on situations that are considered out-of-the-ordinary and therefore, present interesting stock picking opportunities.

    Tax Applicability

    Investment held for less than 12 months

    Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).

    Investment held for more than 12 months

    Long Term Capital Gain Tax would be applicable. Long term capital gains tax is 10% without indexation (plus applicable surcharge and cess) provided the gain in a financial year is over Rs 1 Lakh. Cumulative Long term capital gains on equity and equity-oriented funds up to Rs 1 Lakh in a financial year is not taxable.

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Forms & Downloads

    Portfolio

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    KIM

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    SID

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    For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV. For redemption/switch out of units after 7 days from the date of allotment: Nil

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    Don’t know where to start? Start here!

    Frequently Asked Questions

    There are two ways in which investments in this fund can be made:

    o Via Direct Plan – This involves direct purchase of units from the fund house i.e.: Aditya Birla Sun Life Mutual Fund
    o Via Regular Plan – this involves purchasing units of the fund from a mutual fund distributor or broker of your choice

    The only other difference between both these plans, is that they charge different expense ratios. This also results in a difference in their market NAVs although they have the same investing portfolio.

    To redeem your investments in the direct plan of Aditya Birla Sun Life Special Opportunities Fund, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.

    Yes, the Aditya Birla Sun Life Special Opportunities Fund offers both SIP and lumpsum investing options to investors. The choice of mode of investing will be guided by your investing objective, risk appetite, investing term and affordability.

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