Birla Sun Life Special Situations Fund

Birla Sunlife Special Situations Fund is managed by Mr. Sanjay Chawla. The scheme aims to generate long-term growth of capital by investing in a portfolio of equity and equity related securities by following the strategy that would take advantage of Special Situations and Contrarian investment style. New investors can safely skip this fund. If you have already invested in this scheme, exit now to invest in a better performing scheme.

Where does Birla Sunlife Special Situations Fund invest your money?

Birla Sunlife Special Situations Fund is a mid cap fund which means it would invest your money in stocks of medium and small cap companies. Mid Cap and small cap companies tend to give kicker returns while large cap companies tend to be stable. It has 62.66% allocation to large cap stocks, 23.38% allocation to midcap companies and around 11.96% allocation to small cap companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Birla Sunlife Special Situations Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Sep 2008, your value of investments would be sadly reduced to Rs 96860. The performance has not been similar to other funds in this category. 

Assume you had invested Rs 10,000 every month in Birla Sunlife Special Situations Fund through SIP since last 5 years today you would have around Rs 7.03 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

An exit load of 1% is charged for units sold within a year from the date of allotment. No exit load applies for units withdrawn post one year. Expense ratio of Birla Sunlife Special Situations Fund is 2.84%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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