Aditya Birla Sun Life Special Opportunities Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.3%
Sharpe Ratio0.17
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices7.41%
ICICI Bank LtdFinancial Services5.59%
Infosys LtdTechnology5.15%
Axis Bank LtdFinancial Services2.76%
HDFC Bank LtdFinancial Services2.67%
ICICI Lombard General Insurance Co LtdFinancial Services2.61%
Fortis Healthcare LtdServices2.53%
Clearing Corporation Of India LimitedUtilities2.48%
Sun Pharmaceuticals Industries LtdServices2.38%
Shriram Finance LtdFinancial Services2.32%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.39%
Regulatory & Tax Information
INF209KB1T53
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)