Aditya Birla India Special Opportunities Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.
It follows the benchmark S&P BSE 500 and has delivered a 1-year return of 5.09%. The strategy emphasises investing in high-quality businesses with long-term growth potential.
The total AUM of the fund stands at Rs.359 Crore, reflecting strong investor confidence.
The Aditya Birla India Special Opportunities Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.
This disciplined, research-driven strategy aligns with Aditya Birla’s philosophy of quality and conviction-based investing.
Aditya Birla India Special Opportunities Fund AIF Strategy or Investment Approach - AIF Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
Aditya Birla India Special Opportunities Fund Alternative Investment Fund - Fund Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
Aditya Birla India Special Opportunities Fund AIF Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Aditya Birla India Special Opportunities Fund AIF Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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Aditya Birla India Special Opportunities Fund Alternative Investment Fund Strategy - Top 5 Sectors
Consumer Services
Engineering
Pharma, API & Chemical
Sugar
Equity MF FUND