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PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
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.
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
Fund Details
- Fund Type - Open-Ended
- Category - Equity
- Sub-Category - Thematic
- Min Investment - Rs. 500/-
- Fund Manager - Mr. Chanchal Khandelwal & Mr. Dhaval Joshi
- Latest NAV - 23.19 (as on 03-Jul-2024)
- Inception Date - Oct 23, 2020
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Fund Performance
Trailing Return
Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.
*Annualized returns are displayed for 1 year and above.
Annualized Returns
Fund Management
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Mr. Chanchal Khandelwal
Total Experience : 17 years
View Full ProfileChanchal Khandelwal is a Fund Manager and Senior Analyst at Aditya Birla Sun Life AMC Limited (ABSLAMC). With an overall experience of more than 15 years, he has been a part of the Aditya Birla Group for 15 years, with nearly a decade with ABSLAMC. He was part of the Strategy and Finance team at Aditya Birla Group.
At ABSLAMC Chanchal is responsible for managing select Equity funds as per given mandate while focussing on supporting the entire equity fund management team in their respective mandates through effective sector research on areas allocated.
Chanchal has done his B.Com Honours from SRCC and is an MBA from Xavier Institute of Management, Bhubaneshwar. -
Mr. Dhaval Joshi
Total Experience : 15 years
View Full ProfileDhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.
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Your Investment Summary
- Investment AmountRs 5000
- Initial units per month 29.5
- Current valueRs 50,000
- Current NAV value 260
- Current Units 30
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XIRR
5.10%
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
-
Benchmark XIRR
8%
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Fund Summary
Entry Load
Exit Load
Load Comments
NIL
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 aft er 30 days from the date of allotment: Nil
Highlights
- The Scheme will have Regular Plan and Direct Plan
- Liquidity
- Flexibility
The AMC shall commence investment out of the NFO proceeds received in accordance with the investment objectives of the Scheme only on or after the closure of the NFO period. The Mutual Fund/ AMC can however deploy the NFO proceeds in Tri-party Repo before the closure of NFO period. However, AMCs shall not charge any investment management and advisory fees on funds deployed in Tri-party Repos during the NFO period. The appreciation received from investment in Tri-party Repo shall be passed on to investors.
Further, in case the minimum subscription amount is not garnered by the scheme during the NFO period, the interest earned upon investment of NFO proceeds in Tri-party Repo shall be returned to investors, in proportion of their investments, along-with the refund of the subscription amount.
Fund Investment Strategy
Special Situations are exceptional market scenarios when the market offers businesses at prices which do not reflect the true potential or true value or there is a significant deviation from its own long term trajectory. During such events, typically, the prospects of such impacted businesses are at an inflection point, such that market participants view such companies as departing from their traditional growth path, either up or down. As such, different portfolio managers could benefit out of the same opportunity in different ways (like going long or short on the same stock), but primarily focused on benefiting from the special situation.
The Scheme will follow a bottom up approach for stock selection. 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
Aditya Birla Sun Life Special Opportunities Fund
(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
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Disclaimer
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.