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Aditya Birla Sun Life Special Opportunities Fund-normal Plan-idcw Reinvestment

Equity Create Wealth

Thematic Fund - Other

Category Rank

Rating

It holds too many stocks in the portfolio to generate any meaningful outperformance
It has a relatively higher expense ratio
The Size of fund is relatively small which implies lower focus and higher expenses.

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

Time to Invest

NAV

Rs.18.85 (09/05/2025)

	L 52Wk H
16.98		21.15

Asset Allocation for Aditya Birla Sun Life Special Opportunities Fund-normal Plan-idcw Reinvestment Fund Growth

Top 10 Holdings of Aditya Birla Sun Life Special Opportunities Fund-normal Plan-idcw Reinvestment

36.35 % of total assets

Bharti Airtel Limited(7.67%)

ICICI Bank Limited(5.68%)

Infosys Limited(5.10%)

Axis Bank Limited(2.83%)

HDFC Bank Limited(2.73%)

Sun Pharmaceutical Industries Limited(2.68%)

Fortis Healthcare Limited(2.53%)

Grasim Industries Limited(2.49%)

Mahindra & Mahindra Limited(2.33%)

Bajaj Finserv Limited(2.30%)

Detailed Portfolio of Aditya Birla Sun Life Special Opportunities Fund-normal Plan-idcw Reinvestment

                    Portfolio Date -30 Apr 2025 

                    Equity Holdings -61 

                    Other Holdings -2 

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
Bharti Airtel Limited	7.67%	57.800 Cr
ICICI Bank Limited	5.68%	42.810 Cr
Infosys Limited	5.10%	38.379 Cr
Axis Bank Limited	2.83%	21.330 Cr
HDFC Bank Limited	2.73%	20.537 Cr
Sun Pharmaceutical Industries Limited	2.68%	20.155 Cr
Fortis Healthcare Limited	2.53%	19.082 Cr
Grasim Industries Limited	2.49%	18.777 Cr
Mahindra & Mahindra Limited	2.33%	17.573 Cr
Bajaj Finserv Limited	2.30%	17.297 Cr
Shriram Finance Ltd	2.29%	17.255 Cr
Tata Consumer Products Limited	2.27%	17.076 Cr
Max Financial Services Limited	2.16%	16.302 Cr
Sobha Limited	2.11%	15.900 Cr
Vedanta Limited	2.09%	15.763 Cr
Reliance Industries Limited	2.00%	15.080 Cr
CEAT Limited	2.00%	15.039 Cr
Tech Mahindra Limited	2.00%	15.030 Cr
IndusInd Bank Limited	1.67%	12.576 Cr
Eternal Limited	1.67%	12.550 Cr
Tata Motors Limited	1.62%	12.176 Cr
Ambuja Cements Limited	1.61%	12.143 Cr
United Breweries Limited	1.60%	12.031 Cr
Navin Fluorine International Limited	1.57%	11.792 Cr
Tbo Tek Ltd	1.55%	11.665 Cr
ICICI Lombard General Insurance Company Limited	1.47%	11.073 Cr
Hindalco Industries Limited	1.45%	10.951 Cr
UTI ASSET MANAGEMENT COMPANY Limited	1.45%	10.904 Cr
PNC Infratech Limited	1.41%	10.618 Cr
Aditya Birla Fashion and Retail Limited	1.34%	10.122 Cr
SAMHI Hotels Ltd	1.29%	9.709 Cr
K.P.R. Mill Limited	1.06%	7.978 Cr
State Bank of India	1.05%	7.887 Cr
United Spirits Limited	1.04%	7.820 Cr
VRL Logistics Limited	1.02%	7.707 Cr
Premier Energies Ltd	1.02%	7.687 Cr
RBL Bank Limited	1.02%	7.679 Cr
Safari Industries India Ltd	1.02%	7.662 Cr
Coforge Limited	0.97%	7.305 Cr
Bharat Forge Limited	0.95%	7.177 Cr
Jindal Steel & Power Limited	0.95%	7.149 Cr
Atul Limited	0.90%	6.746 Cr
Inventurus Knowledge Solutions Ltd	0.89%	6.666 Cr
Torrent Power Limited	0.86%	6.502 Cr
The Ramco Cements Limited	0.85%	6.415 Cr
AIA Engineering Limited	0.84%	6.330 Cr
Granules India Limited	0.83%	6.259 Cr
Glenmark Pharmaceuticals Limited	0.83%	6.215 Cr
Aarti Industries Limited	0.82%	6.198 Cr
Pitti Engineering Ltd	0.79%	5.925 Cr
Onesource Speciality Pharma Ltd	0.74%	5.537 Cr
Power Mech Projects Limited	0.71%	5.340 Cr
Carborundum Universal Limited	0.69%	5.172 Cr
Wipro Limited	0.64%	4.830 Cr
Sundram Fasteners Limited	0.61%	4.586 Cr
Orient Electric Ltd.	0.61%	4.577 Cr
Crompton Greaves Consumer Electricals Limited	0.57%	4.273 Cr
Sonata Software Limited	0.56%	4.216 Cr
Aptus Value Housing Finance India Ltd	0.53%	4.006 Cr
Hero MotoCorp Limited	0.51%	3.827 Cr
Adani Ports and Special Economic Zone Limited	0.27%	1.998 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi

Holdings	% Weight	Value	Sahi Hai/Nahi
Clearing Corporation of India Limited	1.74%	13.128 Cr	-
Net Receivables / (Payables)	1.18%	8.866 Cr	-

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