India Special Opportunities Fund Series II

Returns

After expenses and tax, as Aditya Birla Sun Life AMC reports them, to 31 Aug 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

Sameer Narayan & Salvin Shah

Market-cap mix

• Large cap52.17%
• Mid cap28.44%
• Small cap15.12%
• Cash4.27%

The five largest holdings are 23.48% of the portfolio.

Investment approach

The Fund shall invest in listed and unlisted equity instruments and equity-linked instruments issued by Portfolio Entities which are primed to benefit from catalysts, including but not limited to the following catalysts: micro turnaround, macro turnaround, management change, deleveraging, demerger, mid to large-cap potential, secular growth companies.

The Fund shall invest in listed and unlisted equity instruments and equity-linked instruments issued by Portfolio Entities which are primed to benefit from catalysts, including but not limited to the following catalysts: micro turnaround, macro turnaround, management change, deleveraging, demerger, mid to large-cap potential, secular growth companies.

About the fund manager

Mr Sameer Narayan — Head - AIF

Has 27+ years of experience in Indian Equity markets with significant alpha generation track record over longer time periods. Prior to joining ABSLAMC, he was Head – PMS at Invesco Asset Management (India) Pvt Ltd. Managed segregated mandates across both growth (Caterpillar) & value (RISE & DAWN ) strategies. Has also set up the Adani Family Office in Sep 2011. Began his buy-side career with BNP Paribas Asset Management in 2006 where he advised o ? shore mandates. Has varied sell-side experience through his stints at SSKI, Enam Securities & Motilal Oswal. Sameer holds a Master in Management Studies (MMS) from Narsee Monjee Institute of Management Studies, Mumbai and B.E. degree with specialization in Production Engineering

Mr Salvin Shah — Fund Manager

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.

As the fund house describes it.