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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹98 Cr

Lock In Period

N/A

Expense Ratio

1.35

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

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(%)
1M-2.90-1.0818.10
6M1.270.4421.70
1Y-2.282.2336.06
3Y0.009.28173.67

Portfolio Analysis

  • Equity: 99.96%
  • Debt: 0.05%
  • Others
As on: 2026-09-30
View allocation % by

1. Laurus Labs Ltd.4.28%
2. Divi's Laboratories Ltd.4.09%
3. Aurobindo Pharma Ltd.2.87%
4. Torrent Pharmaceuticals Ltd.2.81%
5. Sai Life Sciences Ltd.1.22%
6. Acutaas Chemicals Ltd.1.15%
7. Neuland Laboratories Ltd.0.90%
8. Ajanta Pharma Ltd.0.80%
9. Granules India Ltd.0.72%

1. The Federal Bank Ltd.3.85%
2. AU Small Finance Bank Ltd.2.71%
3. RBL Bank Ltd.1.07%

1. Bharat Forge Ltd.3.62%
2. Sona Blw Precision Forgings Ltd.2.45%

1. Hindalco Industries Ltd.3.84%
2. National Aluminium Company Ltd.1.91%

1. Samvardhana Motherson International Ltd.4.16%

1. Multi Commodity Exchange of India Ltd.4.12%

1. Bharat Heavy Electricals Ltd.4.00%

1. Shriram Finance Ltd.3.99%

1. Bajaj Auto Ltd.3.84%

1. Titan Company Ltd.3.84%

1. Adani Power Ltd.3.77%

1. Welspun Corp Ltd.3.01%

1. Aditya Birla Capital Ltd.1.36%
2. AnandRathi Wealth Ltd.1.24%

1. Apar Industries Ltd.2.09%
2. Aether Industries Ltd.0.44%

1. Adani Energy Solutions Ltd.2.39%

1. Vodafone Idea Ltd.2.28%

1. Ather Energy Ltd.2.27%

1. FSN E-Commerce Ventures Ltd.2.13%

1. HFCL Ltd.1.85%

1. KEI Industries Ltd.1.15%
2. R R Kabel Ltd.0.70%

1. Navin Fluorine International Ltd.1.77%

1. Hitachi Energy India Ltd.1.76%

1. Kirloskar Oil Engines Ltd.1.33%

1. Steel Authority of India Ltd.1.32%
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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 ₹98 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.35. 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.

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 1.35. 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 : -2.90%
  • 6 Months : 1.27%
  • 1 Year : -2.28%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 10.3203 as on Nov 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 ₹98 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.
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