Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth

1M
6M
All
NAV: 23 Jul '26
₹10.52
Min. for SIP
₹500
Fund size (AUM)
₹73.87 Cr
Expense ratio
1.56%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,190
+1.27%
6 months₹30,000₹30,975
+3.25%

Holdings (52)

NameSectorInstrumentsAssets
Shriram Transport Finance Company LtdFinancialEquity4.42%
Laurus Labs LtdHealthcareEquity4.17%
The Federal Bank LtdFinancialEquity4.04%
Multi Commodity Exchange Of India LtdFinancialEquity3.93%
GE T&D India LtdIndustrialsEquity3.87%
Adani Power LtdEnergy & UtilitiesEquity3.86%
Cummins India LtdIndustrialsEquity3.84%
Eicher Motors LtdConsumer DiscretionaryEquity3.74%
Bharat Forge LtdConsumer DiscretionaryEquity3.67%
Bharat Heavy Electricals LtdIndustrialsEquity3.56%
Hindalco Industries LtdMaterialsEquity3.51%
Polycab India LtdIndustrialsEquity3.41%
Adani Transmission LtdEnergy & UtilitiesEquity3.10%
Hitachi Energy India LtdIndustrialsEquity3.07%
AU Small Finance Bank LtdFinancialEquity3.05%
Torrent Pharmaceuticals LtdHealthcareEquity2.88%
National Aluminium Company LtdMaterialsEquity2.77%
Vodafone Idea LtdTechnologyEquity2.57%
Fortis Healthcare LtdHealthcareEquity2.33%
Aditya Birla Capital LtdFinancialEquity2.04%
Ather Energy Ltd.Consumer DiscretionaryEquity1.98%
Glenmark Pharmaceuticals LtdHealthcareEquity1.96%
Navin Fluorine International LtdMaterialsEquity1.78%
Kei Industries LtdIndustrialsEquity1.78%
L&T Finance Holdings LtdFinancialEquity1.76%
HFCL LtdTechnologyEquity1.69%
Muthoot Finance LtdFinancialEquity1.68%
Ami Organics LtdHealthcareEquity1.65%
Kirloskar Oil Engines LtdIndustrialsEquity1.59%
Anand Rathi Wealth LtdFinancialEquity1.44%
Steel Authority Of India LtdMaterialsEquity1.43%
RBL Bank LtdFinancialEquity1.40%
Apar Industries LtdDiversifiedEquity1.34%
Indian BankFinancialEquity1.29%
Syrma SGS Technology LtdTechnologyEquity1.18%
Hindustan Copper LtdMaterialsEquity1.11%
Sai Life Sciences Ltd.HealthcareEquity0.89%
The Great Eastern Shipping Company LtdEnergy & UtilitiesEquity0.82%
Craftsman Automation LtdConsumer DiscretionaryEquity0.67%
Belrise Industries Ltd.Consumer DiscretionaryEquity0.65%
Granules India LtdHealthcareEquity0.63%
Netweb Technologies India Ltd.TechnologyEquity0.60%
Reverse RepoUnspecifiedReverse Repo0.58%
Usha Martin LtdMaterialsEquity0.55%
Schneider Electric Infrastructure LtdEnergy & UtilitiesEquity0.45%
Force Motors LtdIndustrialsEquity0.38%
Gabriel India LtdConsumer DiscretionaryEquity0.37%
Godawari Power & Ispat LtdMaterialsEquity0.32%
Gujarat Mineral Development Corporation LtdMaterialsEquity0.27%
Chennai Petroleum Corporation LtdEnergy & UtilitiesEquity0.25%
Prime Focus LtdConsumer DiscretionaryEquity0.14%
Net PayablesUnspecifiedNet 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
Name1M3M6MAll
Fund returns-0.3%+2.1%+1.4%+5.5%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--2229--

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 Fund Growth
HDFC Flexi Cap Fund Growth
+0.70%+15.96%1,06,495.63
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+0.43%+14.91%5,633.43
Aditya Birla Sun Life Flexi Cap Fund Growth
Aditya Birla Sun Life Flexi Cap Fund Growth
+5.72%+14.74%26,726.75
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
-2.87%+13.42%1,43,388.43
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
-4.78%+12.36%19,274.14
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 ₹4,25,621 Cr and the Latest NAV as of 23 Jul 2026 is ₹10.52. 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₹4,25,620.68 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
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,