Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Special Opportunities Fund | Special Opportunities Fund - ABSLMF

Aditya Birla Sun Life Special Opportunities Fund

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

Class: Equity
Category: Thematic

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
  • Class - Equity
  • Category - Thematic
  • Min Investment - Rs. 500/-
  • Fund Manager - Mr. Anil Shah & Mr. Chanchal Khandelwal
  • Latest NAV - 10.89 (as on 23-Nov-2020)
  • Inception Date - Oct 05, 2020
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Fund Performance

Trailing Return

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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

Fund Management

  • Mr. Anil Shah

    Total Experience : 26 years

    View Full Profile
    Anil Shah is a Senior Fund Manager with Aditya Birla Sun Life AMC Limited (ABSLAMC). Anil brings with him close to three decades of rich professional experience in Indian equity markets. As a Senior Fund Manager, Anil executes and regularly reviews the investment strategy for Equity portfolios.

    Prior to joining ABSLAMC in 2012, Anil was a part of RBS Equities (India) Limited (formerly known as ABN AMRO Asia Equities (India) Limited) for around 15 years.

    He is a CA and Cost Accountant by qualification.
  • Mr. Chanchal Khandelwal

    Total Experience : 15 years

    View Full Profile
    Chanchal Khandelwal is a Fund Manager and Senior Analyst at Aditya Birla Sun Life AMC Limited (ABSLAMC). With an overall experience of 15 years, he has been a part of the Aditya Birla Group for 13 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.
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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
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 31.10.2020)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
For redemption / switch-out of units within 90 days from the date of allotment: 0.50% of
For redemption / switch-out of units after 90 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

Moderately High Risk
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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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