NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹24.54
-0.24%
NAV as on 16 Dec 24, 12:00 AM
very high risk
equity other
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
equity other
equity
28.01%p.a.
Last 1Y
16.40%p.a.
Last 3Y
0.00%p.a.
Last 5Y
23.55%p.a.
Since Inception
About Aditya Birla Sun Life Special Opportunities Fund Reg Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Special Opportunities Fund Reg Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Oct 2020, Aditya Birla Sun Life Special Opportunities Fund Reg Growth is Equity - Other fund of its category with 773.73 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Aditya Birla Sun Life Special Opportunities Fund Reg Growth delivered 28.0% annual returns during the last year. It has delivered 23.6% average annual returns since the fund was launched.
- Aditya Birla Sun Life Special Opportunities Fund Reg Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Scheme is to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Top 10 Holdings
Bharti Airtel Ltd
6.46%
Infosys Ltd
5.81%
ICICI Bank Ltd
5.01%
HDFC Bank Ltd
2.90%
Sun Pharmaceuticals Industries Ltd
2.63%
Coforge Ltd
2.35%
Grasim Industries Ltd
2.33%
Shriram Finance Ltd
2.30%
Fortis Healthcare Ltd
2.25%
Sobha Ltd
2.21%
Fund Managers
- Dhaval Gala (Oct 2024 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Special Opportunities Fund Reg Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Special Opportunities Fund Reg Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Special Opportunities Fund Reg Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Special Opportunities Fund Reg Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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