Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,055 cr
TER direct / regular
1.26% / 2.32%
CAGR (full)
18.5%
Sharpe (full)
0.84
Sharpe (bull ≤Sep-24)
3.24
Sharpe (sideways Oct-24→)
0.18
Max drawdown
-16.4%
Months of data
70
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
27.9%
7.0%
1.74
12
FY23
-6.9%
-8.2%
-0.78
12
FY24
44.7%
3.2%
2.80
12
FY25
11.3%
2.8%
0.36
12
FY26
5.9%
8.3%
0.05
12
FY27*
23.4%
6.4%
3.16
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2020
+10.0
+7.7
+18.5
2021
-1.9
+5.6
+1.3
+3.0
+5.9
+3.8
+4.3
+5.3
+3.5
+1.8
-2.3
+0.7
+35.2
2022
-1.1
-4.3
+4.8
-3.0
-4.0
-5.5
+9.7
+3.9
-2.4
+3.1
+3.1
-2.6
+0.6
2023
-4.0
-2.6
-1.8
+3.7
+4.6
+5.4
+6.2
-0.1
+2.1
-3.2
+8.2
+6.5
+27.0
2024
+3.6
+1.5
-0.5
+5.3
-0.3
+7.8
+5.6
+2.0
+3.0
-5.9
+0.3
-0.9
+22.9
2025
-3.6
-7.3
+6.0
+3.2
+3.3
+4.4
-1.5
-0.5
+2.3
+4.6
+2.8
+0.9
+14.8
2026
-2.5
-0.7
-9.7
+11.5
+2.1
+4.9
+1.7
+1.6
+7.9
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard