Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
NAV: 03 Jun '26
₹10.24
Min. for SIP
₹500
Fund size (AUM)
₹67.97 Cr
Expense ratio
0.29%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,453 | +3.02% | |
| 6 months | ₹30,000 | ₹30,267 | +0.89% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.84% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 4.03% |
| State Bank of India | Financial | Equity | 4.03% |
| Cummins India Ltd | Industrials | Equity | 4.00% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.99% |
| Bharat Electronics Ltd | Industrials | Equity | 3.91% |
| GE T&D India Ltd | Industrials | Equity | 3.88% |
| The Federal Bank Ltd | Financial | Equity | 3.77% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.74% |
| SBI Life Insurance Company Ltd | Financial | Equity | 3.56% |
| Ashok Leyland Ltd | Industrials | Equity | 2.92% |
| Canara Bank | Financial | Equity | 2.85% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 2.80% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.77% |
| Max Financial Services Ltd | Financial | Equity | 2.70% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.69% |
| Laurus Labs Ltd | Healthcare | Equity | 2.67% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.62% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.59% |
| Polycab India Ltd | Industrials | Equity | 2.40% |
| Bank Of Baroda | Financial | Equity | 2.26% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.09% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.96% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.94% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.88% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.85% |
| National Aluminium Company Ltd | Materials | Equity | 1.75% |
| Indian Bank | Financial | Equity | 1.74% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.65% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.56% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.55% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.54% |
| Union Bank of India | Financial | Equity | 1.49% |
| RBL Bank Ltd | Financial | Equity | 1.11% |
| Hindustan Copper Ltd | Materials | Equity | 1.05% |
| Navin Fluorine International Ltd | Materials | Equity | 1.00% |
| City Union Bank Ltd | Financial | Equity | 0.97% |
| Bank of India | Financial | Equity | 0.91% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.86% |
| Reverse Repo | Unspecified | Reverse Repo | 0.85% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.73% |
| Force Motors Ltd | Industrials | Equity | 0.68% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.55% |
| PTC Industries Ltd | Materials | Equity | 0.40% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.36% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.32% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.29% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.26% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.24% |
| Choice International Ltd | Financial | Equity | 0.21% |
| Net Payables | Unspecified | Net Payables | -0.79% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +2.1% | -2.3% | -1.3% | +3.9% |
| Category average (Equity Flexi Cap) | -- | -- | -- | -- |
| Rank (Equity Flexi Cap) | -- | 85 | 25 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.10%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.23% | +20.02% | 1,290.33 | |
 | +4.22% | +18.07% | 5,405.12 | |
 | +0.14% | +17.75% | 1,00,479.23 | |
 | -0.15% | +15.28% | 1,40,949.13 | |
 | -4.08% | +14.93% | 19,049.25 | |
| Compare | ||||
Fund management
PSPriya SridharJul 2025 - PresentView details
PS
Priya Sridhar
Jul 2025 - Present
View details
About Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Priya Sridhar is the Current Fund Manager of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,23,182 Cr and the Latest NAV as of 03 Jun 2026 is ₹10.24.
The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 0.10%, if redeemed within 15 days.
;
Investment Objective
The scheme seeks 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 benchmarkBSE 500 Momentum 50 Total Return Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,23,182.21 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,