Should I invest in Aditya Birla Sun Life Special Opportunities Fund-Direct?

We don't give personal investment advice. Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.3%. 5-year CAGR: 16.06%.

Aditya Birla Sun Life

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth

Latest NAV

₹30.3600

As of

17 Jul 2026

1,409 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.36%	-0.05%	-0.32	188 / 258	Q3
1W	-0.95%	-0.18%	-0.76	235 / 258	Q4
2W	-0.43%	-0.17%	-0.26	189 / 259	Q3
1M	+1.81%	+1.63%	+0.19	142 / 259	Q3
3M	+7.74%	+4.83%	+2.91	70 / 259	Q2
6M	+5.75%	+4.61%	+1.14	100 / 250	Q2
YTD	+4.87%	+2.98%	+1.89	91 / 247	Q2
1Y	+13.92%	+5.46%	+8.46	32 / 235	Q1
2Y	+10.13%	+4.09%	+6.05	34 / 187	Q1
3Y	+20.16%	+15.93%	+4.23	42 / 148	Q2
4Y	+19.86%	+17.58%	+2.27	47 / 121	Q2
5Y	+16.06%	+13.72%	+2.33	35 / 110	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+21.29%	+12.07%	+9.21	27 / 259	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+4.87%	+3.40%	+1.47	90 / 244
2025	+14.40%	+4.41%	+10.00	34 / 208
2024	+22.67%	+23.18%	-0.51	75 / 155
2023	+26.44%	+33.51%	-7.08	93 / 127
2022	+0.63%	+4.32%	-3.70	72 / 116
2021	+34.94%	+34.43%	+0.51	43 / 104
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.71%

58 windows

min -8.1% · max 61.8%

91% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+19.77%

34 windows

min 14.7% · max 23.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+17.94%

9 windows

min 16.0% · max 21.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.78%

3-year · annualised

Sharpe ratio

0.94

vs risk-free 6.5%

Sortino ratio

1.67

Downside-only deviation

Max drawdown

-17.69%

Sep 2024 → Apr 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹30.3600
16 Jul 2026	₹30.4700
15 Jul 2026	₹30.5400
14 Jul 2026	₹30.4300
13 Jul 2026	₹30.6400
10 Jul 2026	₹30.6500
9 Jul 2026	₹30.3500
8 Jul 2026	₹29.9600
7 Jul 2026	₹30.4300
6 Jul 2026	₹30.5300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth is ₹30.3600. It's a Sectoral/Thematic Fund from Aditya Birla Sun Life, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has NAV history starting from 27 Oct 2020, a track record of about 5 years 8 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth is managed by Aditya Birla Sun Life. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has delivered a absolute return of 13.92% — +8.46 pp ahead of the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #32 of 235 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has delivered a CAGR of 20.16% — +4.23 pp ahead of the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #42 of 148 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has delivered a CAGR of 16.06% — +2.33 pp ahead of the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #35 of 110 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth exactly 5 years ago would be worth approximately ₹210,541 today — a multiplier of 2.11×, based on the 5-year CAGR of 16.06%. The category average over the same window would have grown ₹1 lakh to ₹190,217.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹927,787 today. That's an XIRR (money-weighted annualised return) of 17.46%.

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹927,787 — XIRR 17.46%.

On a 5-year basis, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth ranks #35 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.72%; this fund delivered 16.06%.

The worst peak-to-trough decline Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has experienced over the last 5-year window is 20.30% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth averaged 17.94% (best 21.54%, worst 16.03%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth returned 14.40% — beating the Sectoral/Thematic Fund category average of 4.41% by 10.00 pp. It ranked #34 of 208 in its category that year.

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.3%. 5-year CAGR: 16.06%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.