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

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

Equity
Flexi Cap
Very High Risk
1M
All
NAV: 09 Jan '26
₹10.41
Min. SIP amount
₹500
Fund size
₹61.48 Cr
Expense ratio
0.29%

Holdings (50)

NameSectorInstrumentsAssets
Shriram Finance LtdFinancialEquity4.58%
Interglobe Aviation Ltd.ServicesEquity4.05%
Maruti Suzuki India Ltd.AutomobileEquity4.02%
Bharat Electronics Ltd.Capital GoodsEquity3.97%
TVS Motor Company Ltd.AutomobileEquity3.97%
Bharti Airtel Ltd.CommunicationEquity3.92%
Eicher Motors Ltd.AutomobileEquity3.89%
SBI Life Insurance Company Ltd.InsuranceEquity3.89%
Bajaj Finserv Ltd.FinancialEquity3.80%
Bajaj Finance Ltd.FinancialEquity3.76%
Hero Motocorp Ltd.AutomobileEquity3.42%
AU Small Finance Bank Ltd.FinancialEquity3.31%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.05%
Muthoot Finance Ltd.FinancialEquity3.03%
Canara BankFinancialEquity2.91%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.88%
Laurus Labs Ltd.HealthcareEquity2.86%
Max Financial Services Ltd.FinancialEquity2.71%
Ashok Leyland Ltd.AutomobileEquity2.24%
One97 Communications Ltd.ServicesEquity2.18%
UPL Ltd.ChemicalsEquity2.15%
FSN E-Commerce Ventures Ltd.ServicesEquity2.09%
HDFC Asset Management Company Ltd.FinancialEquity2.09%
Fortis Healthcare Ltd.HealthcareEquity1.96%
Aditya Birla Capital Ltd.FinancialEquity1.95%
L&T Finance Ltd.FinancialEquity1.91%
GE Vernova T&D India LtdCapital GoodsEquity1.89%
Indian BankFinancialEquity1.67%
RBL Bank Ltd.FinancialEquity1.38%
Navin Fluorine International Ltd.ChemicalsEquity1.28%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.26%
Manappuram Finance Ltd.FinancialEquity1.20%
Hitachi Energy India Ltd.Capital GoodsEquity1.16%
City Union Bank Ltd.FinancialEquity1.08%
Coromandel International Ltd.ChemicalsEquity1.00%
JK Cement Ltd.ConstructionEquity0.98%
Authum Investment & Infrastructure Ltd.FinancialEquity0.80%
Bank of IndiaFinancialEquity0.74%
Force Motors Ltd.AutomobileEquity0.73%
Narayana Hrudayalaya Ltd.HealthcareEquity0.61%
Aster DM Healthcare Ltd.HealthcareEquity0.58%
Asahi India Glass Ltd.ConstructionEquity0.56%
Anand Rathi Wealth Ltd.FinancialEquity0.52%
PTC Industries Ltd.Metals & MiningEquity0.46%
Gabriel India Ltd.AutomobileEquity0.43%
Choice International Ltd.FinancialEquity0.37%
Garden Reach Shipbuilders & Engineers Ltd.Capital GoodsEquity0.29%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.22%
Cemindia Projects Ltd.ConstructionEquity0.21%
Gallantt Ispat Ltd.Metals & MiningEquity0.07%
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
Name3M3M6MAll
Fund returns+5.6%+5.6%--+6.7%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)5757----

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹4,47,582 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.41. 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₹4,47,581.93 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
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,