Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth

1M
6M
1Y
All
NAV: 23 Oct '26
₹9.77
Min. for SIP
₹500
Fund size (AUM)
₹97.85 Cr
Expense ratio
1.53%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,226
-5.16%
6 months₹30,000₹28,372
-5.43%
1 year₹60,000₹57,012
-4.98%

Holdings (52)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity4.28%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity4.16%
Multi Commodity Exchange Of India LtdFinancialEquity4.12%
Divi's Laboratories LtdHealthcareEquity4.09%
Bharat Heavy Electricals LtdIndustrialsEquity4.00%
Shriram Transport Finance Company LtdFinancialEquity3.99%
The Federal Bank LtdFinancialEquity3.85%
Bajaj Auto LtdConsumer DiscretionaryEquity3.84%
Titan Company LtdConsumer DiscretionaryEquity3.84%
Hindalco Industries LtdMaterialsEquity3.84%
Adani Power LtdEnergy & UtilitiesEquity3.77%
Bharat Forge LtdConsumer DiscretionaryEquity3.62%
Welspun Corp LtdMaterialsEquity3.01%
Aurobindo Pharma LtdHealthcareEquity2.87%
Torrent Pharmaceuticals LtdHealthcareEquity2.81%
AU Small Finance Bank LtdFinancialEquity2.71%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity2.45%
Adani Transmission LtdEnergy & UtilitiesEquity2.39%
Vodafone Idea LtdTechnologyEquity2.28%
Ather Energy Ltd.Consumer DiscretionaryEquity2.27%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.13%
Apar Industries LtdDiversifiedEquity2.09%
National Aluminium Company LtdMaterialsEquity1.91%
HFCL LtdTechnologyEquity1.85%
Navin Fluorine International LtdMaterialsEquity1.77%
Hitachi Energy India LtdIndustrialsEquity1.76%
Aditya Birla Capital LtdFinancialEquity1.36%
Kirloskar Oil Engines LtdIndustrialsEquity1.33%
Steel Authority Of India LtdMaterialsEquity1.32%
Anand Rathi Wealth LtdFinancialEquity1.24%
Sai Life Sciences Ltd.HealthcareEquity1.22%
Kei Industries LtdIndustrialsEquity1.15%
Ami Organics LtdHealthcareEquity1.15%
RBL Bank LtdFinancialEquity1.07%
Hindustan Copper LtdMaterialsEquity0.91%
Neuland Laboratories LtdHealthcareEquity0.90%
Aegis Logistics LtdEnergy & UtilitiesEquity0.88%
Aditya Infotech Ltd.TechnologyEquity0.88%
Ajanta Pharma LtdHealthcareEquity0.80%
Syrma SGS Technology LtdTechnologyEquity0.77%
Craftsman Automation LtdConsumer DiscretionaryEquity0.76%
Granules India LtdHealthcareEquity0.72%
R R Kabel Ltd.IndustrialsEquity0.70%
Data Patterns (India) LtdIndustrialsEquity0.61%
Netweb Technologies India Ltd.TechnologyEquity0.50%
RepoUnspecifiedRepo0.45%
Prime Focus LtdConsumer DiscretionaryEquity0.44%
Aether Industries LtdMaterialsEquity0.44%
Chennai Petroleum Corporation LtdEnergy & UtilitiesEquity0.39%
Belrise Industries Ltd.Consumer DiscretionaryEquity0.38%
Honasa Consumer Ltd.Consumer StaplesEquity0.34%
Net PayablesUnspecifiedNet Payables-0.40%
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
Name3M6M1YAll
Fund returns-7.2%-4.6%-7.1%-2.3%
Category average (Equity Flexi Cap)-7.7%-6.6%-9.4%+4.9%
Rank (Equity Flexi Cap)371721--

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)
Bank of India Flexi Cap Fund Growth
Bank of India Flexi Cap Fund Growth
-0.50%+15.71%3,098.01
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
-7.35%+13.63%1,08,546.98
Aditya Birla Sun Life Flexi Cap Fund Growth
Aditya Birla Sun Life Flexi Cap Fund Growth
-2.06%+12.99%27,982.49
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
-4.75%+12.85%5,748.74
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-11.22%+8.58%18,188.24
Compare

Fund management

MD
Mehul Dama
Jul 2026 - Present
View details

Education
Mr. Dama has done C.A. & B.Com
Experience
Prior to joining ABSL AMC, he has worked with Angel OneFund, Nippon India Mutual Fund, Goldman Sachs Asset Management(India) Private Ltd. as Vice President, Benchmark Asset Management Company Private Ltd. as Assistant Vice President and Lovelock & Lewes as Assistant Manager.
Also manages these schemes

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

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,18,790 Cr and the Latest NAV as of 23 Oct 2026 is ₹9.77. The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund 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₹4,18,789.90 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,