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

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹67 Cr

Lock In Period

N/A

Expense Ratio

1.07

Benchmark

N/A

Exit Load

For redemption/switch out of units on or before 15 days from the date of allotment - 0.10% of applicable NAVFor redemption/switch out of units on or after 15 days from the date of allotment - Nil

Summary

Latest details for Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth include a ₹9.2816 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth AUM is ₹67 Cr, with a lock-in of N/A years, expense ratio of 1.07%, and benchmark N/A. Exit load is - For redemption/switch out of units on or before 15 days from the date of allotment - 0.10% of applicable NAVFor redemption/switch out of units on or after 15 days from the date of allotment - Nil. In the growth review for 1M Month/Year, the fund recorded -11.86% returns, against a category average of -2.02% and a category best of 3.73%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-11.86-2.023.73
6M-7.540.6466.17
1Y0.004.39136.30
3Y0.0012.16224.26

Portfolio Analysis

  • Equity: 99.90%
  • Debt: 0.07%
  • Others
As on: 2026-02-28
View allocation % by

1. Shriram Finance Ltd4.92%
2. Bajaj Finance Limited3.76%
3. Cholamandalam Investment and Finance Company Limited3.07%
4. Muthoot Finance Limited2.64%
5. L&T Finance Limited1.70%
6. Mahindra & Mahindra Financial Services Limited1.16%
7. Manappuram Finance Limited1.09%
8. Authum Investment & Infrastructure Ltd0.61%

1. Eicher Motors Limited4.23%
2. TVS Motor Company Limited4.09%
3. Hero MotoCorp Limited3.36%

1. Canara Bank2.93%
2. Indian Bank1.95%
3. Bank of India0.90%

1. AU Small Finance Bank Limited3.16%
2. RBL Bank Limited1.38%
3. City Union Bank Limited1.04%

1. Max Financial Services Limited2.91%
2. Aditya Birla Capital Limited1.85%
3. Anand Rathi Wealth Limited0.51%

1. Bharat Electronics Limited4.38%
2. Garden Reach Shipbuilders & Engineers Limited0.29%

1. Bajaj Finserv Limited3.68%
2. CHOICE INTERNATIONAL LTD0.32%

1. SBI Life Insurance Company Limited3.86%

1. InterGlobe Aviation Limited3.83%

1. Maruti Suzuki India Limited3.54%

1. Bharti Airtel Limited3.47%

1. Ashok Leyland Limited2.62%
2. FORCE MOTORS LTD FORCE MOTORS LTD0.85%

1. Fortis Healthcare Limited2.07%
2. Aster DM Healthcare Limited0.61%
3. Narayana Hrudayalaya Limited0.59%

1. Multi Commodity Exchange of India Limited3.14%

1. Laurus Labs Limited2.75%

1. GE Vernova T&D India Ltd2.30%

1. HDFC Asset Management Company Limited2.09%

1. FSN E-Commerce Ventures Limited2.07%

1. One 97 Communications Limited1.82%

1. UPL Limited1.71%

1. Hitachi Energy India Limited1.60%

1. Navin Fluorine International Limited1.34%

About Fund

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹67 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.07. Under the expert guidance of Priya Sridhar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMotilal Oswal MSCI EAFE Top 100 Select Index Fund Growth036.44 CR1.06
This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth066.7 CR1.07
This FundKotak Silver ETF Growth04148.21 CR0.45
This FundICICI Prudential Silver ETF Growth016848.3 CR0.4
Fund Name1Y3Y
This FundMotilal Oswal MSCI EAFE Top 100 Select Index Fund Growth10.65890
This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth00
This FundKotak Silver ETF Growth135.6624223.8757
This FundICICI Prudential Silver ETF Growth135.3354224.256

FAQs

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth is 1.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -11.86%
  • 6 Months : -7.54%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.2816 as on Apr 02,2026. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth is ₹67 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500