Aditya Birla Sun Life Special Opportunities Fund
Direct · Growth ₹29.18
12 Jun 2026
NAV
19.4%
3Y CAGR
18.3%
5Y CAGR
18.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.76
Sharpe
-20.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.80 L | 18.9% | -25.3% | 69.1% |
| 3 Years | ₹36.00 L | ₹47.82 L | 20.4% | 7.8% | 32.9% |
| 5 Years | ₹60.00 L | ₹92.81 L | 17.3% | 12.0% | 20.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.9% | 14.5% | 13.5% | +4.3% |
| 3 Years | 20.4% | 11.2% | 17.4% | +9.3% |
| 5 Years | 17.3% | 10.4% | 17.1% | +6.9% |