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

₹28.7900

As of

3 Jun 2026

1,378 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.70%	+0.27%	+0.43	45 / 258	Q1
1W	+0.31%	-1.34%	+1.65	27 / 258	Q1
2W	+2.13%	+0.04%	+2.09	49 / 259	Q1
1M	+1.76%	-0.39%	+2.15	60 / 259	Q1
3M	+4.61%	+2.19%	+2.42	85 / 257	Q2
6M	+0.91%	-1.09%	+2.00	90 / 247	Q2
YTD	-0.41%	-1.30%	+0.89	101 / 247	Q2
1Y	+13.37%	+5.02%	+8.35	33 / 230	Q1
2Y	+11.98%	+5.50%	+6.48	25 / 182	Q1
3Y	+21.31%	+16.94%	+4.37	45 / 139	Q2
4Y	+18.54%	+16.57%	+1.97	47 / 119	Q2
5Y	+16.06%	+13.73%	+2.34	34 / 109	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+20.68%	+10.45%	+10.24	22 / 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	-0.41%	-0.94%	+0.52	100 / 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

+18.76%

57 windows

min -4.9% · max 64.9%

89% positive

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

3-Year rolling

+19.04%

32 windows

min 11.8% · max 22.4%

100% positive

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

5-Year rolling

+18.16%

8 windows

min 15.6% · max 22.3%

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

13.51%

3-year · annualised

Sharpe ratio

1.03

vs risk-free 6.5%

Sortino ratio

1.72

Downside-only deviation

Max drawdown

-17.69%

Sep 2024 → Apr 2025

% positive months

77.8%

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	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹28.7900
2 Jun 2026	₹28.8300
1 Jun 2026	₹28.6300
29 May 2026	₹28.6900
27 May 2026	₹28.7800
26 May 2026	₹28.7400
25 May 2026	₹28.6900
22 May 2026	₹28.2900
21 May 2026	₹28.1800
20 May 2026	₹28.2400

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 03 Jun 2026, the NAV of Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth is ₹28.7900. 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 7 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 13.37% — +8.35 pp ahead of the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #33 of 230 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 21.31% — +4.37 pp ahead of the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #45 of 139 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% — +2.34 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #34 of 109 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 ₹210,592 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 ₹190,234.

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 ₹898,378 today. That's an XIRR (money-weighted annualised return) of 16.14%.

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 ₹898,378 — XIRR 16.14%.

On a 5-year basis, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth ranks #34 out of 109 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 13.73%; 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 18.16% (best 22.29%, worst 15.64%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.68 — 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.