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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
NAV: 14 Jul '26
₹10.70
Min. for SIP
₹500
Fund size (AUM)
₹73.87 Cr
Expense ratio
0.84%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,374 | +2.49% | |
| 6 months | ₹30,000 | ₹31,449 | +4.83% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.42% |
| Laurus Labs Ltd | Healthcare | Equity | 4.17% |
| The Federal Bank Ltd | Financial | Equity | 4.04% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.93% |
| GE T&D India Ltd | Industrials | Equity | 3.87% |
| Adani Power Ltd | Energy & Utilities | Equity | 3.86% |
| Cummins India Ltd | Industrials | Equity | 3.84% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.74% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.67% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.56% |
| Hindalco Industries Ltd | Materials | Equity | 3.51% |
| Polycab India Ltd | Industrials | Equity | 3.41% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 3.10% |
| Hitachi Energy India Ltd | Industrials | Equity | 3.07% |
| AU Small Finance Bank Ltd | Financial | Equity | 3.05% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.88% |
| National Aluminium Company Ltd | Materials | Equity | 2.77% |
| Vodafone Idea Ltd | Technology | Equity | 2.57% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.33% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.04% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 1.98% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.96% |
| Navin Fluorine International Ltd | Materials | Equity | 1.78% |
| Kei Industries Ltd | Industrials | Equity | 1.78% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.76% |
| HFCL Ltd | Technology | Equity | 1.69% |
| Muthoot Finance Ltd | Financial | Equity | 1.68% |
| Ami Organics Ltd | Healthcare | Equity | 1.65% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.59% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.44% |
| Steel Authority Of India Ltd | Materials | Equity | 1.43% |
| RBL Bank Ltd | Financial | Equity | 1.40% |
| Apar Industries Ltd | Diversified | Equity | 1.34% |
| Indian Bank | Financial | Equity | 1.29% |
| Syrma SGS Technology Ltd | Technology | Equity | 1.18% |
| Hindustan Copper Ltd | Materials | Equity | 1.11% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.89% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.82% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.67% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.65% |
| Granules India Ltd | Healthcare | Equity | 0.63% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.60% |
| Reverse Repo | Unspecified | Reverse Repo | 0.58% |
| Usha Martin Ltd | Materials | Equity | 0.55% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.45% |
| Force Motors Ltd | Industrials | Equity | 0.38% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.37% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.32% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.27% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.25% |
| Prime Focus Ltd | Consumer Discretionary | Equity | 0.14% |
| Net Payables | Unspecified | Net Payables | -0.47% |
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 | +5.5% | +5.4% | +3.2% | +7.4% |
| Category average (Equity Flexi Cap) | -- | -- | -- | -- |
| Rank (Equity Flexi Cap) | -- | 22 | 23 | -- |
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) | |
|---|---|---|---|---|
 | +9.58% | +21.88% | 2,615.05 | |
 | +9.54% | +20.14% | 1,412.22 | |
 | +2.58% | +17.40% | 1,06,495.63 | |
 | -0.85% | +14.80% | 1,43,388.43 | |
 | -2.11% | +14.21% | 19,274.14 | |
| 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 ₹4,25,621 Cr and the Latest NAV as of 14 Jul 2026 is ₹10.70.
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₹4,25,620.68 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
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Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,