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INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP is a Equity Portfolio Management Service launched by Aditya Birla Sun Life Amc Limited on June 2018. Managed by Mr. A. Balasubramanian, the fund holds ₹516 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Upto 2.5% pa - Regular Upto 1.5% pa - Direct% fixed fee. Trailing returns: -7.54% (1Y), 10.02% CAGR (3Y), 13.5% since inception. Performance data as of July 2026.

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INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

Aditya Birla Sun Life Amc Limited

516.16 CR AUM

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP

Aditya Birla Sun Life Amc Limited

516.16 CR AUM

BSE 500 TRI
Benchmark
8yr 0mo
Age
EQUITY
Strategy
Upto 2.5% pa - Regular Upto 1.5% pa - Direct
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed between the PM and the client
Exit Load
BSE 500 TRI
Benchmark
8yr 0mo
Age
EQUITY
Strategy
Upto 2.5% pa - Regular Upto 1.5% pa - Direct
Fixed Fees
NIL
Variable Fees
Upto 3% for a period as mutually agreed between the PM and the client
Exit Load
Fund manager

a. balasubramanian

Fund Manager
EQUITYStrategies

Mr. A. Balasubramanianis the Managing Director & CEO of the Company. A stalwart of the mutual fund industry, he brings with him over three decades of rich experience. He has been associated with the organisation since 1994. Prior to assuming the role of CEO in 2009, Mr. Balasubramanian served as the Chief Investment Officer from 2006 to 2009. As Managing Director & CEO, Mr. Balasubramanian oversees Assets

Mr. A. Balasubramanianis the Managing Director & CEO of the Company. A stalwart of the mutual fund industry, he brings with him over three decades of rich experience. He has been associated with the organisation since 1994. Prior to assuming the role of CEO in 2009, Mr. Balasubramanian served as the Chief Investment Officer from 2006 to 2009. As Managing Director & CEO, Mr. Balasubramanian oversees Assets

What is this fund's investment objective?

The investment objective of the portfolio is to invest in stocks that are primed to benefit from the catalysts, including but not limited to the following catalysts: micro turnaround, macro turnaround, management change, deleveraging, demerger, mid to large-cap potential and secular growth names.

How has INDIA SPECIAL OPPORTUNITIES PORTFOLIO STP performed?

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1M IA return
1.55%
1M benchmark return
1.73%
Alpha
-0.18%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.55%
1M benchmark return
1.73%
Alpha
-0.18%
1M Wealth multiple
1.02x

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