PMS · Equity · Multi Cap
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Fund size₹1,117 Cr
Alpha (3Y)−1.75%
3Y return10.28%
Fund age8 yrs 2 mo
Fund Managers
Sameer Narayan
Fund Manager, Aditya Birla Sun Life
–
Managing AUM₹1,884 Cr
Mr. Salvin Shah
Fund Manager, AIF, Aditya Birla Sun Life
Has 13+ years in Portfolio Management and Equity Research, Salvin has extensive experience in managing Indian Equities. His endeavour is to maximize returns for the investors while keeping an eye on portfolio risk. He has been successful at identifying themes and stocks at a very early stage which has resulted in multi-bagger returns for the investors. Prior to joining ABSLAMC, he worked with Sanctum Wealth Management as Co-fund Manager in their PMS business. Before Sanctum, Salvin was a part of equity research team at Edelweiss Securities and Athena Investment Management. He is a Member of Institute of Chartered Accountants of India (ICAI) and a commerce graduate from Mumbai University.
Managing AUM₹3,306 Cr
Growth of₹Cr
Aditya Birla Sun Life (ABSL) India Special Opportunities (ISOP)
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life (ABSL) India Special Opportunities (ISOP) | −0.76% | 3.79% | −3.87% | 10.28% | 10.26% | 14.16% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 13.00% |
| Excess over benchmark | 0.26% | −0.93% | −3.76% | −1.81% | −0.65% | 1.16% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
15.93%
Benchmark approx 14.82%
A standard deviation reflecting historical swings.
Sensitivity
1.02
Beta vs benchmark 1.00 · 2% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.36
Sharpe
Excess return gained per unit of volatility.
Capture ratio
98 / 108
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −22.48% from its 26 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−22.48%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 26 Sep 2024 | 31 Mar 2026 | −22.48% | 551 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak26 Sep 2024
Trough31 Mar 2026
Depth−22.48%
Fell over551 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 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 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
40
P/E ratio
27.63
P/B ratio
3.90
Dividend yield
0.33%
Avg market cap
₹2.38 L Cr
Median market cap
₹1.05 L Cr
Asset class
Equity
Market cap
Large cap52.48%
Mid cap28.90%
Small cap15.31%
Cash & others3.31%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 19.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 12%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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