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

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  • (-0.28%)Nav, as on 24-11-2025

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  • Net Change on 24-11-2025

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Fund Overview IDCW | 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.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - DIRECT Plan - IDCW Option Oct 16, 2020 -0.58 21.06 25.37 0.35 2,689.68
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW Oct 23, 2017 14.60 17.90 20.99 0.41 2,390.58
Axis Nifty 100 Index Fund - Direct Plan - IDCW Oct 18, 2019 11.26 14.13 16.41 0.21 2,019.81
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Direct Plan - IDCW Option Oct 26, 2020 10.81 19.77 15.78 0.52 167.84
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option Jan 01, 2013 10.19 17.84 19.34 0.61 131.46

Fund Holdings as on 31-October-2025

  • Divi's Laboratories Limited

  • Bharti Airtel Limited

  • Bajaj Finance Limited

  • Maruti Suzuki India Limited

  • Fortis Healthcare Limited

  • One 97 Communications Limited

  • Eicher Motors Limited

  • HDFC Bank Limited

  • Max Healthcare Institute Limited

  • ICICI Bank Limited

  • Max Financial Services Limited

  • Coforge Limited

  • Laurus Labs Limited

  • Dixon Technologies (India) Limited

  • HDFC Asset Management Company Limited

  • Multi Commodity Exchange of India Limited

  • Bajaj Holdings & Investments Limited

  • JK Cement Limited

  • UPL Limited

  • Muthoot Finance Limited

  • Bosch Limited

  • Solar Industries India Limited

  • Radico Khaitan Limited

  • Navin Fluorine International Limited

  • Coromandel International Limited

  • Hitachi Energy India Limited

  • Lloyds Metals & Energy Ltd

  • L&T Finance Limited

  • Krishna Institute of Medical Sciences Ltd

  • Aster DM Healthcare Limited

  • Authum Investment & Infrastructure Ltd

  • Amber Enterprises India Limited

  • Dalmia Bharat Limited

  • Kaynes Technology India Ltd

  • Anand Rathi Wealth Limited

  • Bharti Hexacom Limited

  • The Ramco Cements Limited

  • GODFREY PHILLIPS INDIA LTD

  • Narayana Hrudayalaya Limited

  • EIDPARRY

  • eClerx Services Ltd.

  • MAHARASHTRA SCOOTERS LTD INR10

  • Asahi India Glass Limited

  • WELSPUN CORP LIMITED

  • Wockhardt Limited

  • Clearing Corporation of India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • JM Financial Limited

  • Sarda Energy and Minerals Ltd

  • Eris Lifesciences Limited

  • Aadhar Housing Finance Ltd

  • Net Receivables / (Payables)

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  • Hospital & Healthcare Services

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Telecommunication - Service Provider

  • Finance - Others

  • Automobiles - Passenger Cars

  • Fintech

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Chemicals

  • IT - Software

  • Consumer Durables - Electronics

  • Finance - Asset Management

  • Finance - Stock Broking

  • Pesticides & Agrochemicals

  • Finance - Investment

  • Auto Ancillary

  • Breweries & Distilleries

  • Fertilizers

  • Electric Equipment

  • Steel/Sponge Iron/Pig Iron

  • Air Conditioners

  • Electronics - Components

  • Steel & Iron Products

  • 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 ₹59.76 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 ₹-0.03(-0.28%)yesterday to ₹10.406.

Among its top 3 holdings the fund has exposure to Divi's Laboratories 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