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

Other Plans and Options
  • (-1.2%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 - Regular Plan Growth Apr 28, 2020 23.14 24.83 17.35 1.14 4,102.98
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 5.99 22.08 20.93 1.00 3,023.23
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 6.66 14.89 14.40 0.88 2,820.64
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -7.01 18.73 19.61 0.95 2,681.50
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 12.44 16.90 17.03 0.96 2,415.27

Fund Holdings as on 31-December-2025

  • Shriram Finance Ltd

  • InterGlobe Aviation Limited

  • Maruti Suzuki India Limited

  • Bharat Electronics Limited

  • TVS Motor Company Limited

  • Bharti Airtel Limited

  • Eicher Motors Limited

  • SBI Life Insurance Company Limited

  • Bajaj Finserv Limited

  • Bajaj Finance Limited

  • Hero MotoCorp Limited

  • AU Small Finance Bank Limited

  • Cholamandalam Investment and Finance Company Limited

  • Muthoot Finance Limited

  • Canara Bank

  • Multi Commodity Exchange of India Limited

  • Laurus Labs Limited

  • Max Financial Services Limited

  • Ashok Leyland Limited

  • One 97 Communications Limited

  • UPL Limited

  • FSN E-Commerce Ventures Limited

  • HDFC Asset Management Company Limited

  • Fortis Healthcare Limited

  • Aditya Birla Capital Limited

  • L&T Finance Limited

  • GE Vernova T&D India Ltd

  • Indian Bank

  • RBL Bank Limited

  • Navin Fluorine International Limited

  • Mahindra & Mahindra Financial Services Limited

  • Manappuram Finance Limited

  • Hitachi Energy India Limited

  • City Union Bank Limited

  • Coromandel International Limited

  • JK Cement Limited

  • Authum Investment & Infrastructure Ltd

  • Bank of India

  • FORCE MOTORS LTD FORCE MOTORS LTD

  • Clearing Corporation of India Limited

  • Narayana Hrudayalaya Limited

  • Aster DM Healthcare Limited

  • Asahi India Glass 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

  • Finance - Investment

  • Airlines

  • Automobiles - Passenger Cars

  • Defence

  • Telecommunication - Service Provider

  • Insurance

  • Finance - Stock Broking

  • Finance - Others

  • Hospital & Healthcare Services

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Pharmaceuticals & Drugs

  • Fintech

  • Pesticides & Agrochemicals

  • e-Commerce

  • Finance - Asset Management

  • 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 ₹61.48 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 ₹-0.13(-1.2%)yesterday to ₹10.3755.

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