Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has announced the final close of the Aditya Birla Sun Life India Special Opportunities Fund. The Category III, close-ended, multi-cap equity Alternative Investment Fund (AIF) focusing on special situations has received total commitments of over ₹500 crore, from nearly 400 investors, reflecting strong investor interest in special situations–led equity strategies.
The fund, managed by Sameer Narayan, Head – Alternate Investment Equity at ABSLAMC, is designed to capitalise on temporary market dislocations arising from company-specific, industry, regulatory, geopolitical, and behavioural or technological factors. Structured as a five-year close-ended fund, extendable by up to two additional years with investor consent, the fund follows a multi-cap approach, investing across large, mid, and select small-cap opportunities. The portfolio construction focuses on 25–30 high-conviction stocks, backed by strong balance sheets, quality management, disciplined capital allocation, and robust risk management processes. The strategy seeks to identify fundamentally strong businesses that are poised to benefit from micro and macro turnarounds, corporate events such as demergers or deleveraging, management changes, shifts in business cycles, and secular growth opportunities, with investments typically expected to play out over a 2–3-year horizon.
Commenting on the final close, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd., said, “The successful final close of our India Special Opportunities Fund reflects growing investor interest in differentiated equity strategies that can navigate market volatility and capture value from structural and cyclical dislocations. With India’s evolving economic landscape creating frequent pockets of mispricing, our strategy is well-positioned to identify quality businesses at attractive entry points. With investor commitments of over ₹500 crore and substantial capital already deployed, the fund underscores growing confidence in our special opportunities approach and our disciplined investment process.”
About Aditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company.
ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. ABSLAMC also operates multiple alternate strategies including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds. ABSLAMC is one of the leading asset managers in India, servicing around 10.8 million investor folios with a pan India presence across 310+ locations and overall AUM of Rs. 4,814 billion for the quarter ending December 31, 2025 under its suite of Mutual Fund (excluding domestic FoFs), Portfolio Management Services, Alternative Investment Funds, Offshore and Real Estate offerings.
About Aditya Birla Capital Limited
Aditya Birla Capital Limited (“ABCL”) is a listed systemically important non-deposit taking Non-Banking Financial Company (NBFC) and the holding company of the financial services businesses. ABCL and its subsidiaries/JVs provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Powered by over 66,000 employees, the businesses of ABCL have a nationwide reach with 1,742 branches and more than 200,000 agents/channel partners along with several bank partners.
ABCL and its subsidiaries/JVs manage aggregate assets under management of about Rs. 6 Lakh Crore with a consolidated lending book of over Rs 1.90 Lakh Crore as of Dec 31, 2025.
About Sun Life
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of Mar 31, 2025, Sun Life had total assets under management of $1.55 trillion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.
Investments in securities are subject to market risks and there can be no assurance or guarantee that the objectives of the Product will be achieved.
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