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

We don't give personal investment advice. Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW 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: 25.6%. 5-year CAGR: 8.91%.

Aditya Birla Sun Life

Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW

Latest NAV

₹20.6800

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

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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	+0.68%	+0.26%	+0.42	32 / 168	Q1
1W	+0.29%	-1.38%	+1.67	16 / 168	Q1
2W	+2.12%	-0.76%	+2.88	32 / 170	Q1
1M	+1.67%	-1.31%	+2.97	40 / 170	Q1
3M	+4.33%	+0.23%	+4.10	52 / 168	Q2
6M	-5.78%	-4.26%	-1.51	98 / 160	Q3
YTD	-6.96%	-4.32%	-2.64	102 / 160	Q3
1Y	+5.28%	+0.77%	+4.51	44 / 146	Q2
2Y	+7.32%	+0.22%	+7.10	16 / 104	Q1
3Y	+14.65%	+9.45%	+5.19	27 / 69	Q2
4Y	+11.47%	+8.63%	+2.84	31 / 56	Q3
5Y	+8.91%	+4.66%	+4.25	25 / 46	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.79%	+5.31%	+8.48	34 / 170	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	-6.96%	-3.11%	-3.85	102 / 158
2025	+13.17%	-0.40%	+13.57	14 / 129
2024	+12.90%	+19.58%	-6.68	56 / 84
2023	+24.84%	+28.75%	-3.92	36 / 62
2022	-6.96%	+0.21%	-7.17	38 / 54
2021	+25.42%	+28.31%	-2.88	22 / 43
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

+12.10%

57 windows

min -11.9% · max 61.9%

77% positive

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

3-Year rolling

+12.10%

32 windows

min 5.6% · max 17.7%

100% positive

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

5-Year rolling

+11.36%

8 windows

min 8.5% · max 16.1%

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

15.23%

3-year · annualised

Sharpe ratio

0.55

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-18.86%

Jan 2026 → Mar 2026

% positive months

75.0%

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 INNOVATION FUND - IDCW - REGULAR PLAN	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund- Regular Plan- IDCW Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option	SBI	₹11.4968	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - IDCW	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - IDCW	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - IDCW Option - Regular Plan	Quant	₹19.3086	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - REGULAR - IDCW	Aditya Birla Sun Life	₹21.5800	3 Jun 2026
Motilal Oswal Active Momentum Fund - Regular- IDCW	Motilal Oswal	₹13.3125	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular IDCW	Mirae Asset	₹20.1370	3 Jun 2026
Kotak Active Momentum Fund - Regular Plan - IDCW - Payout & Reinvestment	Kotak	₹10.2820	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹20.6800
2 Jun 2026	₹20.7200
1 Jun 2026	₹20.5800
29 May 2026	₹20.6200
27 May 2026	₹20.6900
26 May 2026	₹20.6600
25 May 2026	₹20.6200
22 May 2026	₹20.3300
21 May 2026	₹20.2600
20 May 2026	₹20.3000

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-Regular - IDCW is ₹20.6800. It's a Sectoral/Thematic Fund from Aditya Birla Sun Life, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW 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-Regular - IDCW 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-Regular - IDCW has delivered a absolute return of 5.28% — +4.51 pp ahead of the Sectoral/Thematic Fund category average of 0.77%. The fund ranks #44 of 146 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW has delivered a CAGR of 14.65% — +5.19 pp ahead of the Sectoral/Thematic Fund category average of 9.45%. The fund ranks #27 of 69 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW has delivered a CAGR of 8.91% — +4.25 pp ahead of the Sectoral/Thematic Fund category average of 4.66%. The fund ranks #25 of 46 in its category — the third (Q3) quartile.

₹1 lakh invested in Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW exactly 5 years ago would be worth approximately ₹153,254 today — a multiplier of 1.53×, based on the 5-year CAGR of 8.91%. The category average over the same window would have grown ₹1 lakh to ₹125,576.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹755,158 today. That's an XIRR (money-weighted annualised return) of 9.13%.

Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹755,158 — XIRR 9.13%.

On a 5-year basis, Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW ranks #25 out of 46 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 4.66%; this fund delivered 8.91%.

The worst peak-to-trough decline Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW has experienced over the last 5-year window is 25.56% — its NAV fell from a high on 18 Oct 2021 to a low on 28 Mar 2023. 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-Regular - IDCW averaged 11.36% (best 16.07%, worst 8.48%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.22 — weak risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW returned 13.17% — beating the Sectoral/Thematic Fund category average of -0.40% by 13.57 pp. It ranked #14 of 129 in its category that year.

Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW 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-Regular - IDCW 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: 25.6%. 5-year CAGR: 8.91%.

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