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

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

74 Cr

Lock In Period

N/A

Expense Ratio

1.13

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(%)
1M0.48-0.6911.21
6M4.961.3828.41
1Y0.003.2694.38
3Y0.0010.97188.86

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.11%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Limited4.17%
2. Torrent Pharmaceuticals Limited2.88%
3. Glenmark Pharmaceuticals Limited1.96%
4. Acutaas Chemicals Ltd1.65%
5. SAI Life Sciences Ltd0.89%
6. Granules India Limited0.63%

1. The Federal Bank Limited4.04%
2. AU Small Finance Bank Limited3.05%
3. RBL Bank Limited1.40%

1. Shriram Finance Ltd4.42%
2. L&T Finance Limited1.76%
3. Muthoot Finance Limited1.68%

1. GE Vernova T&D India Ltd3.87%
2. Adani Energy Solutions Limited3.10%

1. Hindalco Industries Limited3.51%
2. National Aluminium Company Limited2.77%

1. Cummins India Limited3.84%
2. Kirloskar Oil Eng Ltd1.59%

1. POLYCAB INDIA Limited3.41%
2. KEI Industries Limited1.78%

1. Multi Commodity Exchange of India Limited3.93%

1. Adani Power Limited3.86%

1. Eicher Motors Limited3.74%

1. Bharat Forge Limited3.67%

1. Bharat Heavy Electricals Limited3.56%

1. Aditya Birla Capital Limited2.04%
2. Anand Rathi Wealth Limited1.44%

1. Hitachi Energy India Limited3.07%

1. Vodafone Idea Limited2.57%

1. Fortis Healthcare Limited2.33%

1. Ather Energy Ltd1.98%

1. Navin Fluorine International Limited1.78%

1. Himachal Futuristic Communications Limited1.69%

1. Steel Authority of India Limited1.43%

1. Apar Industries Limited1.34%

1. Indian Bank1.29%

1. Syrma SGS Technology Ltd1.18%

1. Hindustan Copper Limited1.11%

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 ₹74 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.13. 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 FundBandhan Nifty IT Index Fund Growth-16.47960
This FundMirae Asset Nifty 50 Equal Weight ETF Growth6.27850
This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth00
This FundKotak Silver ETF Growth93.1555188.2703
This FundICICI Prudential Silver ETF Growth93.4356188.8593

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 1.13. 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 : 0.48%
  • 6 Months : 4.96%
  • 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 ₹ 10.4911 as on Jul 28,2026. 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 ₹74 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.