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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
NAV: 23 Oct '26
₹9.85
Min. for SIP
₹500
Fund size (AUM)
₹97.85 Cr
Expense ratio
0.81%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,425 | -3.83% | |
| 6 months | ₹30,000 | ₹28,944 | -3.52% | |
| 1 year | ₹60,000 | ₹58,438 | -2.60% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 4.28% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.16% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.12% |
| Divi's Laboratories Ltd | Healthcare | Equity | 4.09% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 4.00% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.99% |
| The Federal Bank Ltd | Financial | Equity | 3.85% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 3.84% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.84% |
| Hindalco Industries Ltd | Materials | Equity | 3.84% |
| Adani Power Ltd | Energy & Utilities | Equity | 3.77% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.62% |
| Welspun Corp Ltd | Materials | Equity | 3.01% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.87% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.81% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.71% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.45% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.39% |
| Vodafone Idea Ltd | Technology | Equity | 2.28% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.27% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.13% |
| Apar Industries Ltd | Diversified | Equity | 2.09% |
| National Aluminium Company Ltd | Materials | Equity | 1.91% |
| HFCL Ltd | Technology | Equity | 1.85% |
| Navin Fluorine International Ltd | Materials | Equity | 1.77% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.76% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.36% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.33% |
| Steel Authority Of India Ltd | Materials | Equity | 1.32% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.24% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.22% |
| Kei Industries Ltd | Industrials | Equity | 1.15% |
| Ami Organics Ltd | Healthcare | Equity | 1.15% |
| RBL Bank Ltd | Financial | Equity | 1.07% |
| Hindustan Copper Ltd | Materials | Equity | 0.91% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.90% |
| Aegis Logistics Ltd | Energy & Utilities | Equity | 0.88% |
| Aditya Infotech Ltd. | Technology | Equity | 0.88% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.80% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.77% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.76% |
| Granules India Ltd | Healthcare | Equity | 0.72% |
| R R Kabel Ltd. | Industrials | Equity | 0.70% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.61% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.50% |
| Repo | Unspecified | Repo | 0.45% |
| Prime Focus Ltd | Consumer Discretionary | Equity | 0.44% |
| Aether Industries Ltd | Materials | Equity | 0.44% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.39% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.38% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 0.34% |
| Net Payables | Unspecified | Net Payables | -0.40% |
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 | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -7.0% | -4.2% | -6.5% | -1.5% |
| Category average (Equity Flexi Cap) | -7.5% | -6.2% | -8.6% | +7.7% |
| Rank (Equity Flexi Cap) | 15 | 13 | 17 | -- |
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) | |
|---|---|---|---|---|
 | +3.26% | +17.05% | 3,098.01 | |
 | +4.85% | +16.67% | 1,588.28 | |
 | -5.96% | +14.05% | 1,08,546.98 | |
 | -1.83% | +13.72% | 5,748.74 | |
 | -9.65% | +9.05% | 18,188.24 | |
| Compare | ||||
Fund management
PSPriya SridharJul 2025 - PresentView details
PS
Priya Sridhar
Jul 2025 - Present
View details
MDMehul DamaJul 2026 - PresentView details
MD
Mehul Dama
Jul 2026 - 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 ₹4,18,790 Cr and the Latest NAV as of 23 Oct 2026 is ₹9.85.
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.
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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₹4,18,789.90 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,