ABSL India Special Opportunities Fund (Class-A1) AIF: Returns, Portfolio & Fees

AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP

ABSL India Special Opportunities Fund (Class-A1)

Fund size₹479 Cr

IRRSince inception7.85%

1Y return0.21%

Fund age2 yrs 10 mo

Fund Manager

Amit Kansal

Fund Manager, Aditya Birla Sun Life

With over 22 years of professional experience, including approximately 14 years at Aditya Birla Capital, as well as roles at ICICI Bank, Ernst & Young, and other organizations, Mr. Amit Kansal has built a broad and deep expertise in finance and investment. He conceptualized and led the joint venture between Aditya Birla Capital and Värde Partners, a US-based credit fund. At Aditya Birla Finance, he headed the Project & Structured Finance vertical for the North and East regions, delivering project-linked lending, structured debt, and corporate finance solutions to large and mid-market corporates. His experience spans the full investment spectrum, from low-yield instruments to high-yield special situation transactions. He is an alumnus of Shri Ram College of Commerce and a rank-holding Chartered Accountant.

Managing AUM₹479 Cr

Growth of₹Cr

ABSL India Special Opportunities Fund (Class A1)

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
ABSL India Special Opportunities Fund (Class A1)	−1.72%	0.21%	−4.42%	—	—	7.85%
Nifty 500	−1.07%	2.98%	0.42%	—	—	11.45%
Excess over benchmark	−0.65%	−2.77%	−4.84%	—	—	−3.60%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

16.79%

Benchmark approx 16.00%

A standard deviation reflecting historical swings.

Sensitivity

0.95

Beta vs benchmark 1.00 · 5% less reactive

How strongly the scheme moves with the index.

Risk-reward

−0.23

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −15.45%. It has not yet recovered.

Max drawdowns

−15.45%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−15.45%	–	–	–
Benchmark	31 Jul 2025	30 Mar 2026	−14.69%	242 days	–	–

Scheme

Peak–

Trough–

Depth−15.45%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak31 Jul 2025

Trough30 Mar 2026

Depth−14.69%

Fell over242 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

24.79

P/B ratio

3.90

Dividend yield

0.33%

Avg market cap

₹2.42 L Cr

Median market cap

₹1.07 L Cr

Asset class

Equity

Market cap

Large cap52.40%

Mid cap28.17%

Small cap14.14%

Cash & others5.29%

As on 31 Jul 2026

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