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
6M
All
NAV: 20 Feb '26
₹10.69
Min. for SIP
₹500
Fund size
₹62.52 Cr
Expense ratio
0.29%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,265
+1.77%
6 months₹30,000₹30,850
+2.83%

Holdings (50)

NameSectorInstrumentsAssets
Shriram Finance LtdFinancialEquity4.84%
Bharat Electronics Ltd.Capital GoodsEquity4.61%
TVS Motor Company Ltd.AutomobileEquity4.06%
SBI Life Insurance Company Ltd.InsuranceEquity3.95%
Eicher Motors Ltd.AutomobileEquity3.92%
Interglobe Aviation Ltd.ServicesEquity3.80%
Bharti Airtel Ltd.CommunicationEquity3.79%
Bajaj Finserv Ltd.FinancialEquity3.76%
Bajaj Finance Ltd.FinancialEquity3.66%
Maruti Suzuki India Ltd.AutomobileEquity3.63%
Hero Motocorp Ltd.AutomobileEquity3.39%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.38%
AU Small Finance Bank Ltd.FinancialEquity3.38%
Muthoot Finance Ltd.FinancialEquity3.14%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.02%
Canara BankFinancialEquity2.86%
Max Financial Services Ltd.FinancialEquity2.70%
Laurus Labs Ltd.HealthcareEquity2.57%
Ashok Leyland Ltd.AutomobileEquity2.55%
HDFC Asset Management Company Ltd.FinancialEquity2.03%
GE Vernova T&D India LtdCapital GoodsEquity2.01%
One97 Communications Ltd.ServicesEquity1.97%
UPL Ltd.ChemicalsEquity1.97%
Fortis Healthcare Ltd.HealthcareEquity1.95%
FSN E-Commerce Ventures Ltd.ServicesEquity1.93%
Aditya Birla Capital Ltd.FinancialEquity1.91%
Indian BankFinancialEquity1.87%
L&T Finance Ltd.FinancialEquity1.79%
Navin Fluorine International Ltd.ChemicalsEquity1.36%
RBL Bank Ltd.FinancialEquity1.34%
Hitachi Energy India Ltd.Capital GoodsEquity1.23%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.21%
City Union Bank Ltd.FinancialEquity1.16%
Manappuram Finance Ltd.FinancialEquity1.15%
Coromandel International Ltd.ChemicalsEquity1.04%
JK Cement Ltd.ConstructionEquity1.01%
Bank of IndiaFinancialEquity0.87%
Force Motors Ltd.AutomobileEquity0.70%
Authum Investment & Infrastructure Ltd.FinancialEquity0.67%
Narayana Hrudayalaya Ltd.HealthcareEquity0.59%
Asahi India Glass Ltd.ConstructionEquity0.57%
Aster DM Healthcare Ltd.HealthcareEquity0.54%
Anand Rathi Wealth Ltd.FinancialEquity0.50%
PTC Industries Ltd.Metals & MiningEquity0.46%
Gabriel India Ltd.AutomobileEquity0.41%
Choice International Ltd.FinancialEquity0.35%
Garden Reach Shipbuilders & Engineers Ltd.Capital GoodsEquity0.34%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity0.18%
Cemindia Projects Ltd.ConstructionEquity0.18%
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
Name1M3M6MAll
Fund returns+2.0%+1.3%+4.4%+6.0%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--120--

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

Name1Y3YFund Size(Cr)
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
+16.67%+22.97%97,451.56
Invesco India Flexi Cap Fund Direct Growth
Invesco India Flexi Cap Fund Direct Growth
+11.16%+21.80%4,584.14
Parag Parikh Flexi Cap Fund Direct Growth
Parag Parikh Flexi Cap Fund Direct Growth
+8.15%+20.89%1,33,969.81
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+13.71%+19.70%5,317.76
Franklin India Flexi Cap Fund Direct Growth
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+11.45%+19.65%19,528.04
Compare

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 ₹4,39,074 Cr and the Latest NAV as of 20 Feb 2026 is ₹10.69. 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₹4,39,074.17 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,