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

We don't give personal investment advice. Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-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: 21.2%. 5-year CAGR: 14.57%.

Aditya Birla Sun Life

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Latest NAV

₹28.0500

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%	-0.07%	-0.29	128 / 175	Q3
1W	-0.99%	-0.23%	-0.76	162 / 175	Q4
2W	-0.46%	-0.28%	-0.18	136 / 176	Q4
1M	+1.70%	+1.47%	+0.23	103 / 176	Q3
3M	+7.43%	+4.83%	+2.60	55 / 176	Q2
6M	+5.17%	+4.22%	+0.96	73 / 168	Q2
YTD	+4.24%	+2.36%	+1.87	63 / 165	Q2
1Y	+12.65%	+4.18%	+8.47	20 / 155	Q1
2Y	+8.93%	+2.32%	+6.61	17 / 111	Q1
3Y	+18.80%	+13.55%	+5.24	19 / 74	Q2
4Y	+18.45%	+14.92%	+3.52	19 / 55	Q2
5Y	+14.57%	+10.53%	+4.04	12 / 46	Q2
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+19.64%	+9.09%	+10.55	20 / 176	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	+4.24%	+2.99%	+1.25	63 / 164
2025	+13.18%	+1.66%	+11.52	17 / 133
2024	+21.35%	+21.92%	-0.58	40 / 82
2023	+24.78%	+31.01%	-6.24	40 / 59
2022	-0.96%	+2.36%	-3.32	32 / 52
2021	+32.46%	+31.79%	+0.67	18 / 42
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

+17.13%

58 windows

min -9.3% · max 58.7%

91% positive

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

3-Year rolling

+18.22%

34 windows

min 13.2% · max 22.0%

100% positive

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

5-Year rolling

+16.37%

9 windows

min 14.5% · max 19.8%

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

13.79%

3-year · annualised

Sharpe ratio

0.85

vs risk-free 6.5%

Sortino ratio

1.50

Downside-only deviation

Max drawdown

-18.15%

Sep 2024 → Apr 2025

% positive months

66.7%

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 - REGULAR PLAN - GROWTH OPTION	HDFC	₹11.1190	17 Jul 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.8415	17 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹12.2936	17 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹14.1900	17 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.9190	17 Jul 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹21.0071	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹23.1700	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹64.3300	17 Jul 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.5060	17 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹21.9450	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹28.0500
16 Jul 2026	₹28.1500
15 Jul 2026	₹28.2200
14 Jul 2026	₹28.1200
13 Jul 2026	₹28.3200
10 Jul 2026	₹28.3300
9 Jul 2026	₹28.0500
8 Jul 2026	₹27.6900
7 Jul 2026	₹28.1300
6 Jul 2026	₹28.2200

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-Regular Plan-Growth is ₹28.0500. It's a Sectoral/Thematic Fund from Aditya Birla Sun Life, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-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-Regular Plan-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-Regular Plan-Growth has delivered a absolute return of 12.65% — +8.47 pp ahead of the Sectoral/Thematic Fund category average of 4.18%. The fund ranks #20 of 155 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth has delivered a CAGR of 18.80% — +5.24 pp ahead of the Sectoral/Thematic Fund category average of 13.55%. The fund ranks #19 of 74 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth has delivered a CAGR of 14.57% — +4.04 pp ahead of the Sectoral/Thematic Fund category average of 10.53%. The fund ranks #12 of 46 in its category — the second (Q2) quartile.

₹1 lakh invested in Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth exactly 5 years ago would be worth approximately ₹197,396 today — a multiplier of 1.97×, based on the 5-year CAGR of 14.57%. The category average over the same window would have grown ₹1 lakh to ₹164,992.

A ₹10,000 monthly SIP in Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹897,175 today. That's an XIRR (money-weighted annualised return) of 16.09%.

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹897,175 — XIRR 16.09%.

On a 5-year basis, Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth ranks #12 out of 46 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 10.53%; this fund delivered 14.57%.

The worst peak-to-trough decline Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth has experienced over the last 5-year window is 21.23% — 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-Regular Plan-Growth averaged 16.37% (best 19.85%, worst 14.48%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — reasonable risk-adjusted performance.

In calendar year 2025, Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth returned 13.18% — beating the Sectoral/Thematic Fund category average of 1.66% by 11.52 pp. It ranked #17 of 133 in its category that year.

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-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-Regular Plan-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: 21.2%. 5-year CAGR: 14.57%.

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