Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Growth - Direct Plan

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  • (-1.53%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the BSE 500 Momentum 50 Total Return Index, subject to tracking errors.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 500 Momentum 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal S&P 500 Index Fund - Direct Plan Growth Apr 28, 2020 18.04 22.85 17.23 0.63 4,236.59
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 19.14 24.18 21.34 0.26 3,004.72
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 14.08 17.09 14.30 0.17 2,831.91
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option Oct 16, 2020 7.50 20.38 19.20 0.35 2,577.71
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth Oct 23, 2017 17.55 19.26 16.74 0.41 2,416.78

Fund Holdings as on 31-January-2026

  • Shriram Finance Ltd

  • Bharat Electronics Limited

  • TVS Motor Company Limited

  • SBI Life Insurance Company Limited

  • Eicher Motors Limited

  • InterGlobe Aviation Limited

  • Bharti Airtel Limited

  • Bajaj Finserv Limited

  • Bajaj Finance Limited

  • Maruti Suzuki India Limited

  • Hero MotoCorp Limited

  • Multi Commodity Exchange of India Limited

  • AU Small Finance Bank Limited

  • Muthoot Finance Limited

  • Cholamandalam Investment and Finance Company Limited

  • Canara Bank

  • Max Financial Services Limited

  • Laurus Labs Limited

  • Ashok Leyland Limited

  • HDFC Asset Management Company Limited

  • GE Vernova T&D India Ltd

  • One 97 Communications Limited

  • UPL Limited

  • Fortis Healthcare Limited

  • FSN E-Commerce Ventures Limited

  • Aditya Birla Capital Limited

  • Indian Bank

  • L&T Finance Limited

  • Navin Fluorine International Limited

  • RBL Bank Limited

  • Hitachi Energy India Limited

  • Mahindra & Mahindra Financial Services Limited

  • City Union Bank Limited

  • Manappuram Finance Limited

  • Coromandel International Limited

  • JK Cement Limited

  • Bank of India

  • Clearing Corporation of India Limited

  • FORCE MOTORS LTD FORCE MOTORS LTD

  • Authum Investment & Infrastructure Ltd

  • Narayana Hrudayalaya Limited

  • Asahi India Glass Limited

  • Aster DM Healthcare Limited

  • Anand Rathi Wealth Limited

  • PTC Industries Limited

  • Gabriel India Ltd

  • CHOICE INTERNATIONAL LTD

  • Garden Reach Shipbuilders & Engineers Limited

  • ALLIED BLENDERS & DISTILLERS LTD

  • ITD Cementation India Limited

  • GALLANTT ISPAT LTD

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Bank - Private

  • Bank - Public

  • Defence

  • Finance - Investment

  • Insurance

  • Airlines

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Automobiles - Passenger Cars

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Finance - Others

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Finance - Asset Management

  • Pesticides & Agrochemicals

  • Fintech

  • e-Commerce

  • Chemicals

  • Fertilizers

  • Cement & Construction Materials

  • Glass

  • Castings/Forgings

  • Auto Ancillary

  • Ship Building

  • Breweries & Distilleries

  • Engineering - Construction

  • Steel & Iron Products

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

Scheme Analysis

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 08-Aug-2025 and currently has an AUM of ₹62.52 crore. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is benchmarked against BSE 500 Momentum 50 - TRI as primary index.

The NAV of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund ended down ₹-0.16(-1.53%)yesterday to ₹10.5958.

Among its top 3 holdings the fund has exposure to Shriram Finance Ltd, and

The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is managed by Priya Sridhar .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111