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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
NAV: 23 Jun '26
₹10.70
Min. for SIP
₹500
Fund size (AUM)
₹70.28 Cr
Expense ratio
0.41%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,688 | +4.59% | |
| 6 months | ₹30,000 | ₹31,293 | +4.31% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.71% |
| Cummins India Ltd | Industrials | Equity | 4.38% |
| GE T&D India Ltd | Industrials | Equity | 4.35% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.99% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.75% |
| The Federal Bank Ltd | Financial | Equity | 3.72% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.70% |
| Bharat Electronics Ltd | Industrials | Equity | 3.65% |
| State Bank of India | Financial | Equity | 3.56% |
| SBI Life Insurance Company Ltd | Financial | Equity | 3.51% |
| Laurus Labs Ltd | Healthcare | Equity | 3.24% |
| Max Financial Services Ltd | Financial | Equity | 2.80% |
| Polycab India Ltd | Industrials | Equity | 2.75% |
| Ashok Leyland Ltd | Industrials | Equity | 2.74% |
| Canara Bank | Financial | Equity | 2.71% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 2.70% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.68% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.66% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.53% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.46% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.35% |
| Bank Of Baroda | Financial | Equity | 2.26% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.00% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.93% |
| HDFC Asset Management Company Ltd | Financial | Equity | 1.90% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.83% |
| National Aluminium Company Ltd | Materials | Equity | 1.82% |
| Indian Bank | Financial | Equity | 1.67% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.60% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.56% |
| Union Bank of India | Financial | Equity | 1.47% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.45% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.45% |
| RBL Bank Ltd | Financial | Equity | 1.11% |
| Hindustan Copper Ltd | Materials | Equity | 1.03% |
| Navin Fluorine International Ltd | Materials | Equity | 1.02% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.95% |
| City Union Bank Ltd | Financial | Equity | 0.90% |
| Bank of India | Financial | Equity | 0.89% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.75% |
| Force Motors Ltd | Industrials | Equity | 0.65% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.53% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.41% |
| Reverse Repo | Unspecified | Reverse Repo | 0.40% |
| PTC Industries Ltd | Materials | Equity | 0.39% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.36% |
| Gabriel India Ltd | Consumer Discretionary | Equity | 0.27% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.26% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.22% |
| Choice International Ltd | Financial | Equity | 0.21% |
| Net Payables | Unspecified | Net Payables | -0.23% |
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 | +5.6% | +11.9% | +4.0% | +7.3% |
| Category average (Equity Flexi Cap) | -- | -- | -- | -- |
| Rank (Equity Flexi Cap) | -- | 32 | 21 | -- |
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) | |
|---|---|---|---|---|
 | +9.98% | +20.93% | 1,314.38 | |
 | +2.31% | +18.42% | 1,01,821.82 | |
 | +4.46% | +18.38% | 5,538.48 | |
 | -1.99% | +15.63% | 18,796.71 | |
 | -1.79% | +15.05% | 1,41,446.73 | |
| Compare | ||||
Fund management
PSPriya SridharJul 2025 - PresentView details
PS
Priya Sridhar
Jul 2025 - 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 ₹4,13,736 Cr and the Latest NAV as of 23 Jun 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₹4,13,735.69 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,