Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC- India Special OpportuniteFund

Cat - III Long Only, Multi cap & Flexi Cap

AUM (Cr.)

458.01

Benchmark

S&P BSE 500 TRI

Inception Date

September 12, 2023

Minimum Investement

Rs. 1Cr.

Invest Now Get a Callback

Investment Approach Trailing Returns

Period	Investment Approach (%)	Benchmark (%)
1M Return	1.09	0.96
3M Return	4.55	6.57
6M Return	-2.26	5.62
1Y Return	-2.01	6.27
2Y Return	11.73	16.16
3Y Return	NA	15.25
5Y Return	NA	18.61
Since Inception	11.27	14.72

Investment Approach vs Benchmark

Market Composition

Large Cap

Mid Cap

Small Cap

Cash

Fund Manager

Mr Amit Kansal

Mr. Amit Kansal has over 22 years of experience with Aditya Birla Capital, ICICI Bank, E&Y and others, including around 14 years with Aditya Birla Capital, where he conceptualized, operationalized and led the Special Situations/Stressed Asset business (including a JV with US-based Värde Partners) and handled marquee transactions such as large one-time cash settlements, major debt cash buyouts, and various holding company and acquisition finance deals; earlier, he headed the Project & Structured Finance vertical for North & East at Aditya Birla Finance, providing project-linked lending, structured debt and corporate finance solutions to large and mid-market corporates across sectors like infrastructure, core industries, manufacturing, hospitality and real estate.

Fee Structure

Fixed Fee (%)	Performance Fee (%)	Hurdle Rate (%)	Exit Load (%)
NA	NA	NA	1 Year - 3%, 2 Year - 2%, 3 Year - 1%

Disclaimer : Past performance of Portfolio Managers/Investment Approaches, including model portfolios, is not indicative of future results and has been obtained from public sources. RR Finance and its representatives make no representation or warranty, express or implied, as to the accuracy, completeness, or reliability of such information. Investors are requested to carry out their own independent due diligence and consult their financial advisors before making any investment decisions. Investments are subject to market risks. Read all scheme related documents carefully.