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

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Showing Funds Performance since Sep 07, 2020

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

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

68 Cr

Lock In Period

N/A

Expense Ratio

1.07

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

Benchmark

N/A

Summary

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth NAV is ₹10.228 as of 16 May, 2026. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth is ₹500. The AUM of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth is ₹68 Cr. The expense ratio of the fund is 1.07%, and its benchmark is N/A. The current exit load of the fund 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 last 1M months, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth has delivered 0.73% returns.

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.73-0.0121.20
6M-3.211.0074.47
1Y0.004.28191.16
3Y0.0011.91285.65

Portfolio Analysis

  • Equity: 100.99%
  • Debt: -0.98%
  • Others
As on: 2026-03-31
View allocation % by

1. State Bank of India3.98%
2. Canara Bank2.81%
3. Bank of Baroda2.28%
4. Indian Bank1.85%
5. Union Bank of India1.58%
6. Bank of India0.96%

1. TVS Motor Company Limited4.14%
2. Eicher Motors Limited4.02%
3. Hero MotoCorp Limited2.87%

1. The Federal Bank Limited3.66%
2. AU Small Finance Bank Limited2.30%
3. RBL Bank Limited1.02%
4. City Union Bank Limited0.92%

1. Laurus Labs Limited2.59%
2. Torrent Pharmaceuticals Limited2.03%
3. Glenmark Pharmaceuticals Limited1.49%

1. Indian Oil Corporation Limited2.87%
2. Bharat Petroleum Corporation Limited2.78%
3. Chennai Petroleum Corporation Limited0.23%

1. Shriram Finance Ltd3.74%
2. L&T Finance Limited1.43%

1. Max Financial Services Limited2.73%
2. Aditya Birla Capital Limited1.76%

1. Cummins India Limited3.67%
2. Kirloskar Oil Eng Ltd0.72%

1. Bharat Electronics Limited3.90%
2. Data Patterns India Private Limited0.44%

1. Vedanta Limited4.02%
2. Gujarat Mineral Development Corporation Limited0.24%

1. Multi Commodity Exchange of India Limited4.18%

1. SBI Life Insurance Company Limited3.74%

1. Ashok Leyland Limited2.98%
2. FORCE MOTORS LTD FORCE MOTORS LTD0.71%

1. GE Vernova T&D India Ltd3.40%

1. Bharat Forge Limited2.51%

1. Fortis Healthcare Limited1.71%
2. Aster DM Healthcare Limited0.76%

1. POLYCAB INDIA Limited2.17%

1. National Aluminium Company Limited1.82%

1. HDFC Asset Management Company Limited1.73%

1. APL Apollo Tubes Limited1.69%

1. Hitachi Energy India Limited1.63%

1. FSN E-Commerce Ventures Limited1.58%

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

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 ₹68 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.

Fund Managers

Priya Sridhar

Ms. Priya Sridhar has done Masters in Financial Management from Mumbai University. Prior to joining ABSLAMC, she was associated with ICICI Prudential Asset Management Company as Fund Manager and Dealer - Passive Funds. She has also worked with ITI Asset Management Limited as Senior Dealer -Equity and Arbitrage Funds.

Peer Comparison

Fund Name1Y3Y
This FundSBI Nifty200 Momentum 30 Index Fund Growth00
This FundMirae Asset Nifty Energy ETF Growth00
This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth00
This FundDSP Silver ETF Growth190.9771284.4902
This FundICICI Prudential Silver ETF Growth191.1573285.6512

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth 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 : 0.73%
  • 6 Months : -3.21%
  • 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 ₹ 10.228 as on May 14,2026. 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 ₹68 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.