- Category
- III
- Strategy
- Long-only
- Fund house
- Aditya Birla Sun Life AMC
ABSL India Special Opportunities Fund
−3.77%
1-year return, after expenses and tax
Benchmark BSE 500 TRI · data as of 30 Sep 2026
ABSL India Special Opportunities Fund, a Category III long-only AIF from Aditya Birla Sun Life AMC, returned −3.77% (after expenses and tax) in the year to 30 Sep 2026. It began on 12 Sep 2023 and manages ₹430 crore.
Key numbers
- AUM
- ₹430 Cr
- Benchmark
- BSE 500 TRI
- Launched
- 12 Sep 2023
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | BSE 500 TRI |
|---|---|---|
| 1 month | −6.62% | −5.57% |
| 3 months | −3.50% | −3.59% |
| 6 months | +7.72% | +8.07% |
| 1 year | −3.77% | −2.33% |
| 2 years | −8.72% | −3.93% |
| 3 years | +5.70% | +9.20% |
| Since inception | +5.21% | +8.70% |
After expenses and tax, as Aditya Birla Sun Life AMC reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- —
- Benchmark
- BSE 500 TRI
- Fund manager
- Amit Kansal, Vikas Agrawal
Market-cap mix
- Large cap52.33%
- Mid cap28.50%
- Small cap15.36%
- Cash3.81%
The five largest holdings are 21.93% of the portfolio.
Investment approach
"The objective and purpose of the Fund is to carry on the activity of an open-ended Category III AIF and for this purpose to arrange, make,manage and dispose of investments with the view to providing returns to the Contributors in accordance with Applicable Laws and the Trust Documents. The Fund seeks to maximize long term risk-adjusted returns from a portfolio that is substantially constituted of equity securities and equity related securities of issuers domiciled in India. The concentrated portfolio focuses on significant alpha creation through investment in high quality businesses with consistent growth and returns profile. The emphasis is on strong research orientation in stock selection in industries with strong operating dynamics and with "
"An open ended multi-cap AIF focusing on High Conviction opportunities coming out of Top Trends in Global & Localmarkets. The strategy aims to invest predominately in 4 future drivers / themes; Manufacturing, Digitalization,Sustainability & Cyclical Revival in Real Estate"
About the fund manager
Mr Amit Kansal — Fund Manager
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.
Mr Vikas Agrawal — Fund Manager
Vikas Agrawal is the Fund Manager for Special Mandates at ABSL AMC, with 21 years of overall experience, including 14 years in debt fund management. He holds a PGDBM in Finance & Marketing and a B.Com in Banking & Finance. Prior to his current role, he served as Director at JM Financial Products Ltd (2021-2024) and Fund Manager at JM Financial Mutual Fund (2011-2021). He has also worked at SPA Securities Ltd and Centrum Capital Ltd in fixed income roles. Vikas’ expertise spans managing fixed income portfolios across short-term and long-term mandates. He has been with ABSL AMC for 8 months and is expected to manage portfolio and interest rates starting in August 2024. There may also be a new fund manager hired for the CMPFO portfolio once awarded.
As the fund house describes it.
FAQs
What has ABSL India Special Opportunities Fund returned?
−3.77% (1-year return) to 30 Sep 2026, after expenses and tax, as Aditya Birla Sun Life AMC reports it. 1 month: −6.62%; 3 months: −3.50%; 6 months: 7.72%; 1 year: −3.77%; 2 years: −8.72%; 3 years: 5.70%; Since inception: 5.21%.
What kind of AIF is ABSL India Special Opportunities Fund?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does ABSL India Special Opportunities Fund manage?
₹430 crore as of 30 Sep 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). ABSL India Special Opportunities Fund’s stated minimum is ₹1 crore.
Who manages ABSL India Special Opportunities Fund?
Aditya Birla Sun Life AMC runs it; the fund managers are Amit Kansal, Vikas Agrawal.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: ABSL India Special Opportunities Fund’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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