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

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

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)

₹81 Cr

Lock In Period

N/A

Expense Ratio

1.56

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-0.13-1.184.21
6M7.672.2530.38
1Y6.454.0387.49
3Y0.0011.54220.48

Portfolio Analysis

  • Equity: 99.84%
  • Debt: 0.13%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Ltd.4.97%
2. Torrent Pharmaceuticals Ltd.3.17%
3. Glenmark Pharmaceuticals Ltd.1.98%
4. Acutaas Chemicals Ltd.1.44%
5. Sai Life Sciences Ltd.0.94%
6. Granules India Ltd.0.63%

1. The Federal Bank Ltd.4.38%
2. AU Small Finance Bank Ltd.3.06%
3. RBL Bank Ltd.1.41%

1. Shriram Finance Ltd.4.42%
2. L&T Finance Ltd.1.75%
3. Muthoot Finance Ltd.1.74%

1. Adani Energy Solutions Ltd.3.42%
2. GE Vernova T&D India Ltd.3.37%

1. Hindalco Industries Ltd.3.56%
2. National Aluminium Company Ltd.2.84%

1. Cummins India Ltd.3.73%
2. Kirloskar Oil Engines Ltd.1.47%

1. Polycab India Ltd.3.11%
2. KEI Industries Ltd.1.63%

1. Eicher Motors Ltd.4.13%

1. Bharat Forge Ltd.3.75%

1. Multi Commodity Exchange of India Ltd.3.71%

1. Adani Power Ltd.3.63%

1. Aditya Birla Capital Ltd.2.09%
2. AnandRathi Wealth Ltd.1.51%

1. Bharat Heavy Electricals Ltd.3.48%

1. Hitachi Energy India Ltd.2.81%

1. Vodafone Idea Ltd.2.30%

1. Fortis Healthcare Ltd.2.29%

1. Ather Energy Ltd.2.18%

1. Navin Fluorine International Ltd.1.74%

1. HFCL Ltd.1.54%

1. Steel Authority of India Ltd.1.39%

1. Indian Bank1.32%

1. Apar Industries Ltd.1.23%

1. Syrma SGS Technology Ltd.1.15%

1. Hindustan Copper Ltd.1.09%
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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 ₹81 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.56. 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 NameRatingsAUMExpense Ratio
Quant Momentum Fund Growth01,354 CR3.05
Mirae Asset Nifty EV and New Age Automotive ETF Growth0179 CR0.49
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth081 CR1.56
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
ICICI Prudential Silver ETF Growth015,107 CR0.4
Fund Name1Y3Y
This FundQuant Momentum Fund Growth9.97640
This FundMirae Asset Nifty EV and New Age Automotive ETF Growth1.60970
This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth6.45270
This FundAditya Birla Sun Life Silver ETF Growth86.5204220.4501
This FundICICI Prudential Silver ETF Growth86.6585220.4832

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 1.56. 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 : -0.13%
  • 6 Months : 7.67%
  • 1 Year : 6.45%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 10.9020 as on Sep 11,2026. 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 ₹81 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.