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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
NAV: 12 Nov '26
₹11.05
Min. for SIP
₹500
Fund size (AUM)
₹108.41 Cr
Expense ratio
0.76%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,408 | +2.72% | |
| 6 months | ₹30,000 | ₹31,106 | +3.69% | |
| 1 year | ₹60,000 | ₹63,536 | +5.89% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 5.31% |
| Divi's Laboratories Ltd | Healthcare | Equity | 4.40% |
| The Federal Bank Ltd | Financial | Equity | 4.26% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.10% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.09% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.84% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.82% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 3.76% |
| Hindalco Industries Ltd | Materials | Equity | 3.74% |
| Adani Power Ltd | Energy & Utilities | Equity | 3.60% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.44% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.34% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.97% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.87% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.79% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.70% |
| Welspun Corp Ltd | Materials | Equity | 2.66% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.52% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.40% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.37% |
| Vodafone Idea Ltd | Technology | Equity | 2.14% |
| HFCL Ltd | Technology | Equity | 2.05% |
| Apar Industries Ltd | Diversified | Equity | 1.94% |
| Navin Fluorine International Ltd | Materials | Equity | 1.91% |
| National Aluminium Company Ltd | Materials | Equity | 1.81% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.63% |
| Ami Organics Ltd | Healthcare | Equity | 1.44% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.36% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.35% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.28% |
| Steel Authority Of India Ltd | Materials | Equity | 1.19% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.07% |
| Kei Industries Ltd | Industrials | Equity | 1.00% |
| RBL Bank Ltd | Financial | Equity | 0.96% |
| Aditya Infotech Ltd. | Technology | Equity | 0.90% |
| Neuland Laboratories Ltd | Healthcare | Equity | 0.85% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.80% |
| Hindustan Copper Ltd | Materials | Equity | 0.79% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.77% |
| Granules India Ltd | Healthcare | Equity | 0.74% |
| Aegis Logistics Ltd | Energy & Utilities | Equity | 0.72% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.72% |
| R R Kabel Ltd. | Industrials | Equity | 0.58% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.55% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.47% |
| Aether Industries Ltd | Materials | Equity | 0.43% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.42% |
| Prime Focus Ltd | Consumer Discretionary | Equity | 0.42% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 0.36% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.33% |
| Repo | Unspecified | Repo | 0.22% |
| Net Payables | Unspecified | Net Payables | -0.19% |
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -1.0% | +8.9% | +5.5% | +10.5% |
| Category average (Equity Thematic) | -1.9% | +4.8% | +0.2% | +18.7% |
| Rank (Equity Thematic) | 23 | 8 | 10 | -- |
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%.
Fund management
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 ₹4,13,015 Cr and the Latest NAV as of 12 Nov 2026 is ₹11.05.
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₹4,13,014.55 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,