Fundalysisby DARKHORSESTOCKS

Scheme

Aditya Birla Sun Life Special Opportunities Fund

Holds 68 companies worth ₹1,270 Cr in Sept 2026.

  • Fund house

    Aditya BirlaThe fund house that runs this scheme.

  • AUM

    ₹1,357 CrAditya Birla Sun Life Special Opportunities Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 6.0% on Aug 2026, ₹1,279 Cr.

  • Largest holding

    Aditya Infotech LimitedAditya Infotech Limited is 7.5% of this scheme's NAV.

  • Fund manager

    Dhaval GalaRuns it since 31 Oct 2024, as the fund house dates it.

AUM(Dec 2020 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,357+6.0%
Aug 20261,279+1.3%
Jul 20261,263+8.3%
Jun 20261,166+8.8%
May 20261,072+4.0%
Apr 20261,030+15.7%
Mar 2026890−5.7%
Feb 2026944+2.9%
Jan 2026918+0.6%
Dec 2025913+2.1%
Nov 2025894+3.6%
Oct 2025863+4.5%
AUM at month end, Sept 2026
₹1,357 Cr
+57.3% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2020 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20268.01%+0.25 pt
Jun 20267.76%−0.31 pt
Mar 20268.07%+0.01 pt
Dec 20258.06%+0.10 pt
Direct plans' share of AUM, Sept 2026
8.01%
−0.05 pt since Dec 2025
Fig. 2.Aditya Birla Sun Life Special Opportunities Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−1.49%−1.59%––−4.51%
3 months *
−0.13%−0.39%––−3.15%
6 months *
+11.97%+11.36%––+4.22%
1 year
+11.47%+10.26%−5.42%+16.90 pt+0.43%
3 years
+18.71%+17.40%+9.17%+9.54 pt+12.61%
5 years
+13.25%+11.84%+8.22%+5.03 pt+11.64%
Since launch
+20.43%+18.80%+15.49%+4.94 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI.