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Aditya Birla Sun Life AMC Limited
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:
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If you are looking for long-term capital appreciation from an equity-oriented investment
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If you are looking to leverage special economic situations and related investing opportunities through a thematic fund focusing on special situations theme
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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
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If you are looking to build such a portfolio with low minimum investments - as little as Rs.500
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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%
For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV.
Total Expense Ratio (TER)
Sharp Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Chanchal Khandelwal
Mr. Dhaval Joshi
Riskometer
(An open-ended equity scheme following special situations theme)
This product is suitable for investors who are seeking
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-Long Term Capital Appreciation
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-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
- 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
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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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