Aditya Birla Sun Life Special Opportunities Fund Direct Growth

Scheme code: INF209KB1T79 NAV value: ₹ 25.8900 NAV date: 19 March, 2026 TER: 1.29%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.14	65.53	14.73	18.60	13.63
3 year	11.45	24.02	19.81	19.17	18.78
5 year	15.55	22.96	19.41	19.39	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.6
3 year	6.28	30.95	15.04	19.17
5 year	8.38	26.02	14.22	19.39
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.6
3 year	6.56	19.64	13.57	19.17
5 year	9.22	12.29	10.75	19.39

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.6
3 year	7.68	21.49	15.06	19.17
5 year	10.37	13.5	11.93	19.39

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.6
3 year	8.04	32.03	17.81	19.17
5 year	8.18	28.64	15.34	19.39
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,95,194 - Absolute Returns: ₹95,194 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,17,973 - Absolute Returns: ₹12,17,973 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,61,323 - Absolute Returns: ₹33,61,323 - CAGR: %

Max Drawdown

-20.29 %

Drawdown Duration

8 months

Recovery Time

13 months

Avg Drawdown

-4.39 %

1 Y

0.9165

3 Y

0.9446

5 Y

0.9554

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	10.44	0.98	102.5	88.7	14.50 %	4.00 %
3 years	9.87	0.97	102.3	89.6	21.00 %	11.28 %
5 years	6.44	0.95	97.9	90.0	15.74 %	9.44 %
7 years	4.56	0.93	96.0	88.5	14.65 %	10.38 %
10 years	2.94	0.93	96.0	88.5	10.04 %	7.15 %
12 years	2.33	0.93	96.0	88.5	8.30 %	5.93 %
15 years	1.75	0.93	96.0	88.5	6.59 %	4.71 %