Aditya Birla Sun Life Special Opportunities Fund - Direct Plan - GROWTH
code 148539 Sectoral/Thematic direct plan · growth NAVs 2020-10-27 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.50% | 3.50% | 7.85% | -4.36% | 2026-10-09 → 2026-11-09 |
| 3M | 0.13% | 0.13% | -0.57% | 0.69% | 2026-08-07 → 2026-11-09 |
| 6M | 9.00% | 9.00% | 2.40% | 6.60% | 2026-05-08 → 2026-11-09 |
| 1Y | 12.29% | 12.29% | 0.43% | 11.86% | 2025-11-07 → 2026-11-09 |
| 3Y | 19.68% | 19.68% | 11.15% | 8.53% | 2023-11-09 → 2026-11-09 |
| 5Y | 13.31% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 20.72% | 23.08% | 14.06% | 9.02% | 2020-10-27 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| fund | 35.16% | 0.63% | 26.97% | 22.91% | 14.81% |
| benchmark | - | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 630 | 19.72% | 14.85% | -2.62% | 48.64% | 99% | 100% |
| 3 years | 139 | 20.39% | 20.73% | 17.16% | 23.87% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 18.43% | 12.61% |
| volatility | 15.22% | 14.79% |
| max drawdown | -17.69% | -19.77% |
| downside deviation | 9.32% | 9.19% |
| Sharpe ratio | 0.81 | 0.50 |
| Sortino ratio | 1.31 | 0.79 |
| Calmar ratio | 1.04 | - |
| alpha (annualised) | 8.25% | - |
| beta | 0.95 | - |
| R² | 0.92 | - |
| tracking error | 4.28% | - |
| information ratio | 1.87 | - |
| up / down capture | 118 / 76 | - |
| Treynor ratio | 0.13 | - |
60 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.