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

Other Plans and Options
  • 0.92 %Nav, as on 12-12-2025

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  • Net Change on 12-12-2025

  • PersonalFN Rating

  • 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 20.57 24.34 18.31 0.61 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 2.17 22.39 23.92 0.26 2,929.32
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 2.98 15.17 16.95 0.17 2,756.56
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option Oct 16, 2020 -10.94 18.72 22.60 0.35 2,653.32
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth Oct 23, 2017 9.36 16.82 19.23 0.41 2,390.06

Fund Holdings as on 30-November-2025

  • Bharti Airtel Limited

  • Bajaj Finance Limited

  • Divi's Laboratories Limited

  • One 97 Communications Limited

  • Maruti Suzuki India Limited

  • HDFC Bank Limited

  • Eicher Motors Limited

  • ICICI Bank Limited

  • Max Financial Services Limited

  • Max Healthcare Institute Limited

  • Fortis Healthcare Limited

  • Coforge Limited

  • Laurus Labs Limited

  • Multi Commodity Exchange of India Limited

  • HDFC Asset Management Company Limited

  • Dixon Technologies (India) Limited

  • Muthoot Finance Limited

  • Bajaj Holdings & Investments Limited

  • UPL Limited

  • JK Cement Limited

  • Bosch Limited

  • Solar Industries India Limited

  • Radico Khaitan Limited

  • Hitachi Energy India Limited

  • Coromandel International Limited

  • Navin Fluorine International Limited

  • L&T Finance Limited

  • Lloyds Metals & Energy Ltd

  • Krishna Institute of Medical Sciences Ltd

  • Aster DM Healthcare Limited

  • Authum Investment & Infrastructure Ltd

  • Dalmia Bharat Limited

  • Amber Enterprises India Limited

  • Narayana Hrudayalaya Limited

  • Anand Rathi Wealth Limited

  • Bharti Hexacom Limited

  • Kaynes Technology India Ltd

  • The Ramco Cements Limited

  • GODFREY PHILLIPS INDIA LTD

  • EIDPARRY

  • MAHARASHTRA SCOOTERS LTD INR10

  • eClerx Services Ltd.

  • Asahi India Glass Limited

  • Wockhardt Limited

  • WELSPUN CORP LIMITED

  • Clearing Corporation of India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • JM Financial Limited

  • Eris Lifesciences Limited

  • Sarda Energy and Minerals Ltd

  • Aadhar Housing Finance Ltd

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Telecommunication - Service Provider

  • Finance - Others

  • Fintech

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • IT - Software

  • Chemicals

  • Finance - Stock Broking

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • Finance - Investment

  • Auto Ancillary

  • Breweries & Distilleries

  • Electric Equipment

  • Fertilizers

  • Steel/Sponge Iron/Pig Iron

  • Air Conditioners

  • Steel & Iron Products

  • Electronics - Components

  • Cigarettes/Tobacco

  • Sugar

  • BPO/ITeS

  • Glass

  • Finance - Housing

  • 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 ₹61.12 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 up ₹0.09(0.92%)yesterday to ₹10.3553.

Among its top 3 holdings the fund has exposure to Bharti Airtel Limited, 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