What stocks does Aditya Birla Sun Life Special Opportunities Fund hold?

Aditya Birla Sun Life Special Opportunities Fund holds a portfolio of Indian equity stocks disclosed monthly by Aditya Birla Sun Life Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Aditya Birla Sun Life Special Opportunities Fund?

Aditya Birla Sun Life Special Opportunities Fund is managed by Aditya Birla Sun Life Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Aditya Birla Sun Life Special Opportunities Fund?

Aditya Birla Sun Life Special Opportunities Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Aditya Birla Sun Life Special Opportunities Fund portfolio data updated?

Portfolio holdings for Aditya Birla Sun Life Special Opportunities Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹977.97 Cr

Equity only, excl. debt & cash

Top 5 Weight

20.8%

Diversified

Top 10 Weight

32.7%

Diversified

Changes

6 new · 2 exits

Top Sector

Banks

16.8% of portfolio

📋 What Happened This Month Aditya Birla Sun Life Special Opportunities Fund made 6 new additions and exited 2 stocks this month. The biggest new buy was BIKAJI FOODS INTERNATIONAL LIMITED (Food Products) at 1.59% weight. Tata Motors Passenger Vehicles Limited was the biggest exit (Automobiles), which was held at 0.70%. Among existing holdings, Ambuja Cements Limited saw the biggest increase — now at 1.88% of the portfolio. Vedanta Limited was trimmed the most, now at 0.99%. Aditya Infotech Limited remains the top holding with Banks the dominant sector at 16.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

1 year history · Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth

+0.91%

+6.54%

+1.61%

+13.03%

Latest NAV

₹28.98

04 Jun 2026

52W High

₹29.09

-0% from High

52W Low

₹22.33

+30% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+14.8%

2024

+22.9%

2023

+27.0%

2022

+0.6%

2021

+35.2%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

18.8%

+ve in 89% windows

68.7% / -7.8%

3Y Rolling Avg

19.8% p.a.

+ve in 100% windows

25.4% / 11.9%

5Y Rolling Avg

18.8% p.a.

+ve in 100% windows

23.3% / 14.6%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-17.7%

Rec: Sep 2025 (8 mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

-19.2%

Rec: Jun 2023 (1yr 6mo)

2018 IL&FS

Pre-inception

Rec: N/A

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

1.23

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.74

Penalises downside volatility only.

Std Deviation (3Y)

13.8%

Lower = more consistent returns.

NAV Chart ₹28.98 04 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹28.98

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Banks	18.5%	17.3%	▼ -1.3%
Telecom - Services	7.8%	7.8%	● 0.0%
IT - Software	6.4%	6.4%	● +0.1%
Finance	5.1%	5.6%	▲ +0.5%
Industrial Manufacturing	4.8%	5.2%	▲ +0.4%
Pharmaceuticals & Biotechnology	3.1%	4.5%	▲ +1.4%
Retailing	4.4%	4.2%	▼ -0.2%
Capital Markets	3.8%	3.7%	● -0.1%
Chemicals & Petrochemicals	3.3%	3.4%	▲ +0.1%
Automobiles	3.6%	3.3%	▼ -0.4%

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	17.3%	16.8%	▼ -0.5%
Telecom - Services	7.8%	7.0%	▼ -0.8%
IT - Software	6.4%	6.5%	● +0.0%
Industrial Manufacturing	5.2%	5.9%	▲ +0.7%
Finance	5.6%	5.2%	▼ -0.4%
Retailing	4.2%	4.3%	▲ +0.1%
Pharmaceuticals & Biotechnology	4.5%	4.2%	▼ -0.3%
Capital Markets	3.7%	4.0%	▲ +0.4%
Chemicals & Petrochemicals	3.4%	3.2%	▼ -0.2%
Consumer Durables	3.1%	2.8%	▼ -0.2%

🟢

Biggest New Buy

BIKAJI FOODS INTERNATIONAL LIMITED

1.59% weight · Food Products

🔴

Biggest Exit

Tata Motors Passenger Vehicles Limited

0.70% was held · Automobiles

↑

Biggest Add

Ambuja Cements Limited

+0.87% · now 1.88%

↓

Biggest Trim

Vedanta Limited

-1.78% · now 0.99%

🤝 Other funds also bought this month

Talwandi Sabo Power Limited 183 funds

Vedanta Aluminium Metal Limited 183 funds

Vedanta Iron And Steel Limited 183 funds

Malco Energy Limited 176 funds

Jubilant Foodworks Limited 33 funds

BIKAJI FOODS INTERNATIONAL LIMITED 15 funds

👋 Other funds also exited

Tata Motors Passenger Vehicles Limited 19 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 6 New Entries 🔴 2 Exits ↑ 26 Increased ↓ 37 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	BIKAJI FOODS INTERNATIONAL LIMITED ₹16.39 Cr	Food Products	1.59%
2	Vedanta Aluminium Metal Limited ₹13.85 Cr	Metals & Minerals Trading	1.34%
3	Malco Energy Limited ₹2.31 Cr	Power	0.22%
4	Talwandi Sabo Power Limited ₹1.37 Cr	Power	0.13%
5	Vedanta Iron And Steel Limited ₹67.34 L	Metals & Minerals Trading	0.07%
6	Jubilant Foodworks Limited ₹47.86 L	Leisure Services	0.05%

#	Stock	Sector	Last Weight (Mar 2026)
1	Tata Motors Passenger Vehicles Limited ₹6.25 Cr	Automobiles	0.70%
2	Power Mech Projects Limited ₹2.35 Cr	Construction	0.26%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Ambuja Cements Limited ₹19.35 Cr	Cement & Cement Products	1.01%	1.88%	+0.87%
2	Tata Motors Ltd ₹16.84 Cr	Agricultural, Commercial & Construction Vehicles	0.94%	1.63%	+0.69%
3	Coforge Limited ₹13.15 Cr	IT - Software	0.63%	1.28%	+0.65%
4	Aditya Infotech Limited ₹54.62 Cr	Industrial Manufacturing	4.74%	5.30%	+0.56%
5	Billionbrains Garage Ventures Ltd ₹26.09 Cr	Capital Markets	2.05%	2.53%	+0.48%
6	Vishal Mega Mart Limited ₹12.74 Cr	Retailing	0.93%	1.24%	+0.31%
7	Bank of Maharashtra ₹29.99 Cr	Banks	2.64%	2.91%	+0.27%
8	Varun Beverages Limited ₹9.41 Cr	Beverages	0.79%	0.91%	+0.12%
9	Rategain Travel Technologies Limited ₹7.63 Cr	IT - Software	0.62%	0.74%	+0.12%
10	Physicswallah Ltd ₹16.47 Cr	Other Consumer Services	1.49%	1.60%	+0.11%
11	PNC Infratech Limited ₹8.55 Cr	Construction	0.72%	0.83%	+0.11%
12	Pitti Engineering Ltd ₹6.12 Cr	Industrial Manufacturing	0.48%	0.59%	+0.11%
13	AMAGI MEDIA LABS LTD ₹11.35 Cr	IT - Services	1.02%	1.10%	+0.08%
14	Meesho Ltd ₹5.28 Cr	Retailing	0.43%	0.51%	+0.08%
15	Sobha Limited ₹15.92 Cr	Realty	1.48%	1.54%	+0.06%
16	Inventurus Knowledge Solutions Limited ₹7.47 Cr	IT - Services	0.67%	0.73%	+0.06%
17	SEDEMAC MECHATRONICS LTD ₹10.46 Cr	Auto Components	0.97%	1.02%	+0.05%
18	IndusInd Bank Limited ₹9.16 Cr	Banks	0.85%	0.89%	+0.04%
19	SAMHI Hotels Ltd ₹8.43 Cr	Leisure Services	0.78%	0.82%	+0.04%
20	TBO Tek Limited ₹12.96 Cr	Leisure Services	1.23%	1.26%	+0.03%
21	Carborundum Universal Limited ₹4.82 Cr	Industrial Products	0.44%	0.47%	+0.03%
22	Onesource Specialty Pharma Limited ₹9.92 Cr	Pharmaceuticals & Biotechnology	0.94%	0.96%	+0.02%
23	RBL Bank Limited ₹19.63 Cr	Banks	1.90%	1.91%	+0.01%
24	Fortis Healthcare Limited ₹15.81 Cr	Healthcare Services	1.53%	1.54%	+0.01%
25	Hindalco Industries Limited ₹10.41 Cr	Non - Ferrous Metals	1.00%	1.01%	+0.01%
26	ICICI Prudential Asset Management Company Limited ₹5.26 Cr	Capital Markets	0.50%	0.51%	+0.01%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Vedanta Limited ₹10.21 Cr	Diversified Metals	2.77%	0.99%	-1.78%
2	Infosys Limited ₹27.79 Cr	IT - Software	3.30%	2.70%	-0.60%
3	Bharti Airtel Limited ₹53.77 Cr	Telecom - Services	5.71%	5.22%	-0.49%
4	ICICI Bank Limited ₹37.90 Cr	Banks	4.06%	3.68%	-0.38%
5	Indus Towers Limited ₹18.45 Cr	Telecom - Services	2.11%	1.79%	-0.32%
6	Shriram Finance Limited ₹38.17 Cr	Finance	3.99%	3.70%	-0.29%
7	Mahindra & Mahindra Limited ₹18.59 Cr	Automobiles	1.99%	1.80%	-0.19%
8	ICICI Lombard General Insurance Company Limited ₹15.68 Cr	Insurance	1.71%	1.52%	-0.19%
9	Biocon Limited ₹11.39 Cr	Pharmaceuticals & Biotechnology	1.28%	1.11%	-0.17%
10	Axis Bank Limited ₹27.92 Cr	Banks	2.87%	2.71%	-0.16%
11	Swiggy Limited ₹13.43 Cr	Retailing	1.45%	1.30%	-0.15%
12	UTI Asset Management Company Limited ₹10.16 Cr	Capital Markets	1.13%	0.99%	-0.14%
13	Kotak Mahindra Bank Limited ₹20.39 Cr	Banks	2.11%	1.98%	-0.13%
14	Reliance Industries Limited ₹15.36 Cr	Petroleum Products	1.62%	1.49%	-0.13%
15	CEAT Limited ₹14.95 Cr	Auto Components	1.58%	1.45%	-0.13%
16	HDFC Bank Limited ₹13.69 Cr	Banks	1.46%	1.33%	-0.13%
17	Bajaj Finserv Limited ₹15.49 Cr	Finance	1.62%	1.50%	-0.12%
18	Tech Mahindra Limited ₹14.74 Cr	IT - Software	1.55%	1.43%	-0.12%
19	Sun Pharmaceutical Industries Limited ₹9.37 Cr	Pharmaceuticals & Biotechnology	1.02%	0.91%	-0.11%
20	Eternal Limited ₹13.33 Cr	Retailing	1.39%	1.29%	-0.10%
21	Atul Limited ₹13.06 Cr	Chemicals & Petrochemicals	1.37%	1.27%	-0.10%
22	Navin Fluorine International Limited ₹20.26 Cr	Chemicals & Petrochemicals	2.06%	1.97%	-0.09%
23	Safari Industries India Ltd ₹5.40 Cr	Consumer Durables	0.61%	0.52%	-0.09%
24	Hero MotoCorp Limited ₹5.10 Cr	Automobiles	0.57%	0.49%	-0.08%
25	Stylam Industries Ltd ₹6.46 Cr	Consumer Durables	0.70%	0.63%	-0.07%
26	United Spirits Limited ₹9.94 Cr	Beverages	1.03%	0.97%	-0.06%
27	Grasim Industries Limited ₹9.11 Cr	Cement & Cement Products	0.94%	0.88%	-0.06%
28	Jindal Steel Limited ₹9.76 Cr	Ferrous Metals	1.00%	0.95%	-0.05%
29	VRL Logistics Limited ₹8.51 Cr	Transport Services	0.88%	0.83%	-0.05%
30	AIA Engineering Limited ₹7.67 Cr	Industrial Products	0.79%	0.74%	-0.05%
31	Dabur India Limited ₹7.51 Cr	Personal Products	0.78%	0.73%	-0.05%
32	Tata Consumer Products Limited ₹16.77 Cr	Agricultural Food & other Products	1.67%	1.63%	-0.04%
33	LG Electronics India Ltd ₹8.53 Cr	Consumer Durables	0.87%	0.83%	-0.04%
34	Bluestone Jewellery And Lifestyle Ltd ₹5.06 Cr	Consumer Durables	0.53%	0.49%	-0.04%
35	Ujjivan Small Finance Bank Limited ₹13.76 Cr	Banks	1.37%	1.34%	-0.03%
36	K.P.R. Mill Limited ₹7.49 Cr	Textiles & Apparels	0.75%	0.73%	-0.02%
37	Mphasis Limited ₹3.36 Cr	IT - Software	0.34%	0.33%	-0.01%

Full Portfolio

71 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	Aditya Infotech Limited ₹54.62 Cr	Industrial Manufacturing	5.30%
2	Bharti Airtel Limited ₹53.77 Cr	Telecom - Services	5.22%
3	Shriram Finance Limited ₹38.17 Cr	Finance	3.70%
4	ICICI Bank Limited ₹37.90 Cr	Banks	3.68%
5	Bank of Maharashtra ₹29.99 Cr	Banks	2.91%
6	Axis Bank Limited ₹27.92 Cr	Banks	2.71%
7	Infosys Limited ₹27.79 Cr	IT - Software	2.70%
8	Billionbrains Garage Ventures Ltd ₹26.09 Cr	Capital Markets	2.53%
9	Kotak Mahindra Bank Limited ₹20.39 Cr	Banks	1.98%
10	Navin Fluorine International Limited ₹20.26 Cr	Chemicals & Petrochemicals	1.97%
11	RBL Bank Limited ₹19.63 Cr	Banks	1.91%
12	Ambuja Cements Limited ₹19.35 Cr	Cement & Cement Products	1.88%
13	Mahindra & Mahindra Limited ₹18.59 Cr	Automobiles	1.80%
14	Indus Towers Limited ₹18.45 Cr	Telecom - Services	1.79%
15	Tata Motors Ltd ₹16.84 Cr	Agricultural, Commercial & Construction Vehicles	1.63%
16	Tata Consumer Products Limited ₹16.77 Cr	Agricultural Food & other Products	1.63%
17	Physicswallah Ltd ₹16.47 Cr	Other Consumer Services	1.60%
18	BIKAJI FOODS INTERNATIONAL LIMITED ₹16.39 Cr	Food Products	1.59%
19	Fortis Healthcare Limited ₹15.81 Cr	Healthcare Services	1.54%
20	Sobha Limited ₹15.92 Cr	Realty	1.54%
21	ICICI Lombard General Insurance Company Limited ₹15.68 Cr	Insurance	1.52%
22	Bajaj Finserv Limited ₹15.49 Cr	Finance	1.50%
23	Reliance Industries Limited ₹15.36 Cr	Petroleum Products	1.49%
24	CEAT Limited ₹14.95 Cr	Auto Components	1.45%
25	Tech Mahindra Limited ₹14.74 Cr	IT - Software	1.43%
26	Vedanta Aluminium Metal Limited ₹13.85 Cr	Metals & Minerals Trading	1.34%
27	Ujjivan Small Finance Bank Limited ₹13.76 Cr	Banks	1.34%
28	HDFC Bank Limited ₹13.69 Cr	Banks	1.33%
29	Swiggy Limited ₹13.43 Cr	Retailing	1.30%
30	Eternal Limited ₹13.33 Cr	Retailing	1.29%
31	Coforge Limited ₹13.15 Cr	IT - Software	1.28%
32	Atul Limited ₹13.06 Cr	Chemicals & Petrochemicals	1.27%
33	TBO Tek Limited ₹12.96 Cr	Leisure Services	1.26%
34	Anthem Biosciences Limited ₹12.92 Cr	Pharmaceuticals & Biotechnology	1.25%
35	Vishal Mega Mart Limited ₹12.74 Cr	Retailing	1.24%
36	Biocon Limited ₹11.39 Cr	Pharmaceuticals & Biotechnology	1.11%
37	AMAGI MEDIA LABS LTD ₹11.35 Cr	IT - Services	1.10%
38	SEDEMAC MECHATRONICS LTD ₹10.46 Cr	Auto Components	1.02%
39	Hindalco Industries Limited ₹10.41 Cr	Non - Ferrous Metals	1.01%
40	Vedanta Limited ₹10.21 Cr	Diversified Metals	0.99%
41	UTI Asset Management Company Limited ₹10.16 Cr	Capital Markets	0.99%
42	United Spirits Limited ₹9.94 Cr	Beverages	0.97%
43	Onesource Specialty Pharma Limited ₹9.92 Cr	Pharmaceuticals & Biotechnology	0.96%
44	Jindal Steel Limited ₹9.76 Cr	Ferrous Metals	0.95%
45	Varun Beverages Limited ₹9.41 Cr	Beverages	0.91%
46	Sun Pharmaceutical Industries Limited ₹9.37 Cr	Pharmaceuticals & Biotechnology	0.91%
47	IndusInd Bank Limited ₹9.16 Cr	Banks	0.89%
48	Grasim Industries Limited ₹9.11 Cr	Cement & Cement Products	0.88%
49	PNC Infratech Limited ₹8.55 Cr	Construction	0.83%
50	LG Electronics India Ltd ₹8.53 Cr	Consumer Durables	0.83%
51	VRL Logistics Limited ₹8.51 Cr	Transport Services	0.83%
52	SAMHI Hotels Ltd ₹8.43 Cr	Leisure Services	0.82%
53	Rategain Travel Technologies Limited ₹7.63 Cr	IT - Software	0.74%
54	AIA Engineering Limited ₹7.67 Cr	Industrial Products	0.74%
55	Dabur India Limited ₹7.51 Cr	Personal Products	0.73%
56	K.P.R. Mill Limited ₹7.49 Cr	Textiles & Apparels	0.73%
57	Inventurus Knowledge Solutions Limited ₹7.47 Cr	IT - Services	0.73%
58	Stylam Industries Ltd ₹6.46 Cr	Consumer Durables	0.63%
59	Pitti Engineering Ltd ₹6.12 Cr	Industrial Manufacturing	0.59%
60	Safari Industries India Ltd ₹5.40 Cr	Consumer Durables	0.52%
61	Meesho Ltd ₹5.28 Cr	Retailing	0.51%
62	ICICI Prudential Asset Management Company Limited ₹5.26 Cr	Capital Markets	0.51%
63	Hero MotoCorp Limited ₹5.10 Cr	Automobiles	0.49%
64	Bluestone Jewellery And Lifestyle Ltd ₹5.06 Cr	Consumer Durables	0.49%
65	Carborundum Universal Limited ₹4.82 Cr	Industrial Products	0.47%
66	Orient Electric Limited ₹3.63 Cr	Consumer Durables	0.35%
67	Mphasis Limited ₹3.36 Cr	IT - Software	0.33%
68	Malco Energy Limited ₹2.31 Cr	Power	0.22%
69	Talwandi Sabo Power Limited ₹1.37 Cr	Power	0.13%
70	Vedanta Iron And Steel Limited ₹67.34 L	Metals & Minerals Trading	0.07%
71	Jubilant Foodworks Limited ₹47.86 L	Leisure Services	0.05%