Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth

1M
6M
All
NAV: 14 May '26
₹10.29
Min. for SIP
₹500
Fund size (AUM)
₹67.97 Cr
Expense ratio
0.46%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,303
+2.02%
6 months₹30,000₹30,233
+0.78%

Holdings (49)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity4.84%
Eicher Motors Ltd.AutomobileEquity4.03%
State Bank of IndiaFinancialEquity4.03%
Cummins India Ltd.Capital GoodsEquity4.00%
TVS Motor Company Ltd.AutomobileEquity3.99%
Bharat Electronics Ltd.Capital GoodsEquity3.91%
GE Vernova T&D India LtdCapital GoodsEquity3.88%
The Federal Bank Ltd.FinancialEquity3.77%
Shriram Finance LtdFinancialEquity3.74%
SBI Life Insurance Company Ltd.InsuranceEquity3.56%
Ashok Leyland Ltd.AutomobileEquity2.92%
Canara BankFinancialEquity2.85%
Indian Oil Corporation Ltd.EnergyEquity2.80%
Bharat Petroleum Corporation Ltd.EnergyEquity2.77%
Max Financial Services Ltd.FinancialEquity2.70%
Hero Motocorp Ltd.AutomobileEquity2.69%
Laurus Labs Ltd.HealthcareEquity2.67%
Bharat Forge Ltd.AutomobileEquity2.62%
AU Small Finance Bank Ltd.FinancialEquity2.59%
Polycab India Ltd.Capital GoodsEquity2.40%
Bank Of BarodaFinancialEquity2.26%
Hitachi Energy India Ltd.Capital GoodsEquity2.09%
HDFC Asset Management Company Ltd.FinancialEquity1.96%
Aditya Birla Capital Ltd.FinancialEquity1.94%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.88%
Fortis Healthcare Ltd.HealthcareEquity1.85%
National Aluminium Company Ltd.Metals & MiningEquity1.75%
Indian BankFinancialEquity1.74%
FSN E-Commerce Ventures Ltd.ServicesEquity1.65%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.56%
L&T Finance Ltd.FinancialEquity1.55%
APL Apollo Tubes Ltd.Metals & MiningEquity1.54%
Union Bank of IndiaFinancialEquity1.49%
RBL Bank Ltd.FinancialEquity1.11%
Hindustan Copper Ltd.Metals & MiningEquity1.05%
Navin Fluorine International Ltd.ChemicalsEquity1.00%
City Union Bank Ltd.FinancialEquity0.97%
Bank of IndiaFinancialEquity0.91%
Kirloskar Oil Engines Ltd.Capital GoodsEquity0.86%
Aster DM Healthcare Ltd.HealthcareEquity0.73%
Force Motors Ltd.AutomobileEquity0.68%
Data Patterns (India) Ltd.Capital GoodsEquity0.55%
PTC Industries Ltd.Metals & MiningEquity0.40%
Netweb Technologies India Ltd.TechnologyEquity0.36%
Syrma SGS Technology Ltd.Capital GoodsEquity0.32%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.29%
Gabriel India Ltd.AutomobileEquity0.26%
Chennai Petroleum Corporation Ltd.EnergyEquity0.24%
Choice International Ltd.FinancialEquity0.21%
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
Name1M3M6MAll
Fund returns+5.7%+0.6%+0.6%+5.3%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--5923--

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

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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 14 May 2026 is ₹10.29. 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
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,