What is the ABSL India Special Opportunities Fund Strategy and how has it performed?

ABSL India Special Opportunities Fund is a Portfolio Management Service (PMS) strategy launched on 01 September 2023, benchmarked against the BSE 500 TRI index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Dhaval Gala and reported a 6-month M2M return of -2.26% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

ABSL India Special Opportunities Fund Strategy Details

Idea is to look at stocks which have catalysts that will help unlock value over the next 2-3 years. Multi cap portfolio of approximately 15-25 stocks To exploit the inefficiencies in the market that leads to mispricing of stocks that are fundamentally strong. Buy companies with: • Strong Balance Sheets • Good Capital allocation track record • High return on capital over a longer time frame Derivatives exposures in the portfolio will be in line with SEBI guidelines and will be taken only for hedging purposes.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TRI) 6.3%

Top 5 Sectors Weightage

Financial Services 23.7%
Capital Goods 12.6%
Information Technology 10.6%
Telecom 7%
Auto 6.6%
others 39.5%

Know About Fund Managers

Dhaval Gala

FAQ

Frequently asked questions about ABSL India Special Opportunities Fund

What is the benchmark and inception date of ABSL India Special Opportunities Fund?

ABSL India Special Opportunities Fund was launched on 01 September 2023 and is benchmarked against the BSE 500 TRI index. The strategy is one of Aditya Birla longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the ABSL India Special Opportunities Fund PMS strategy?

ABSL India Special Opportunities Fund is managed by Dhaval Gala .

What sectors does ABSL India Special Opportunities Fund invest in?

As of 20 August, 2026, the ABSL India Special Opportunities Fund portfolio is allocated primarily across Financial Services (23.7%), Capital Goods (12.6%), Information Technology (10.6%), Telecom (7%), and Auto (6.6%), with the remaining 39.5% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for ABSL India Special Opportunities Fund PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including ABSL India Special Opportunities Fund. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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