The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.
By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Aditya Birla Sun Life Mutual Fund / Aditya Birla Sun Life AMC Limited (ABSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of ABSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.
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.
Total Experience : 30 years
Total Experience : 17 years
Use this tool by entering any amount you would have invested to calculate how much it would be worth today.
Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.
Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
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.
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
(An open-ended equity scheme following special situations theme)
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.