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Home Mf Research Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Regular Plan Growth
Aditya Birla Sun Life Mutual Fund

Mutual Fund Research

Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund - Regular Plan - Growth

Aditya Birla Sun Life Mutual Fund Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-29 ₹1,000.00 ₹1,032.51 +3.25%
Two Week 2026-10-21 ₹1,000.00 ₹1,054.16 +5.42%
One Month 2026-10-06 ₹1,000.00 ₹999.16 -0.08%
Three Months 2026-08-07 ₹3,000.00 ₹2,946.61 -1.78%
Six Months 2026-05-11 ₹6,000.00 ₹6,046.89 +0.78%
One Year 2025-11-06 ₹12,000.00 ₹12,316.12 +2.63%
Since Inception 2025-07-21 ₹16,000.00 ₹16,371.51 +2.32%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Pharmaceuticals & Biotechnology 18.83%
Auto Components 11.37%
Electrical Equipment 7.85%
Banks 7.63%
Non - Ferrous Metals 6.66%
Industrial Products 6.19%
Power 6.16%
Automobiles 6.11%
Capital Markets 5.37%
Finance 5.35%
Telecom - Services 4.13%
Consumer Durables 3.84%
Chemicals & Petrochemicals 2.20%
Retailing 2.13%
Industrial Manufacturing 1.65%
Ferrous Metals 1.32%
Gas 0.88%
Aerospace & Defense 0.61%
IT - Services 0.50%
Entertainment 0.44%
Petroleum Products 0.39%
Personal Products 0.34%
Other 0.05%

Top Holdings

Company-wise portfolio exposure

Laurus Labs Ltd. 4.28%
Samvardhana Motherson International Ltd. 4.16%
Multi Commodity Exchange of India Ltd. 4.12%
Divi's Laboratories Ltd. 4.09%
Bharat Heavy Electricals Ltd. 4.00%
Shriram Finance Ltd. 3.99%
The Federal Bank Ltd. 3.85%
Bajaj Auto Ltd. 3.84%
Titan Company Ltd. 3.84%
Hindalco Industries Ltd. 3.84%
Adani Power Ltd. 3.77%
Bharat Forge Ltd. 3.62%
Welspun Corp Ltd. 3.01%
Aurobindo Pharma Ltd. 2.87%
Torrent Pharmaceuticals Ltd. 2.81%
AU Small Finance Bank Ltd. 2.71%
Sona Blw Precision Forgings Ltd. 2.45%
Adani Energy Solutions Ltd. 2.39%
Vodafone Idea Ltd. 2.28%
Ather Energy Ltd. 2.27%
FSN E-Commerce Ventures Ltd. 2.13%
Apar Industries Ltd. 2.09%
National Aluminium Company Ltd. 1.91%
HFCL Ltd. 1.85%
Navin Fluorine International Ltd. 1.77%
Hitachi Energy India Ltd. 1.76%
Aditya Birla Capital Ltd. 1.36%
Kirloskar Oil Engines Ltd. 1.33%
Steel Authority of India Ltd. 1.32%
AnandRathi Wealth Ltd. 1.24%
Sai Life Sciences Ltd. 1.22%
KEI Industries Ltd. 1.15%
Acutaas Chemicals Ltd. 1.15%
RBL Bank Ltd. 1.07%
Hindustan Copper Ltd. 0.91%
Neuland Laboratories Ltd. 0.90%
Aegis Logistics Ltd. 0.88%
Aditya Infotech Ltd. 0.88%
Ajanta Pharma Ltd. 0.80%
Syrma SGS Technology Ltd. 0.77%
Craftsman Automation Ltd. 0.76%
Granules India Ltd. 0.72%
R R Kabel Ltd. 0.70%
Data Patterns (India) Ltd. 0.61%
Netweb Technologies India Ltd. 0.50%
Prime Focus Ltd. 0.44%
Aether Industries Ltd. 0.44%
Chennai Petroleum Corporation Ltd. 0.39%
Belrise Industries Ltd. 0.38%
Honasa Consumer Ltd. 0.34%
TREPS 0.45%
Net Receivable / Payable -0.40%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
20.07%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 22.36% 21.47% 16.29%
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 21.72% 21.77% 20.46%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.85% 25.71% 19.73%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 19.30% 0.00% 13.72%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 19.14% 0.00% 20.42%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 18.88% 28.38% 17.82%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 17.22% 0.00% 18.00%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 17.17% 0.00% 12.42%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 13.21% 0.00% 7.07%
Motilal Oswal Nifty India Defence Index Fund - Regular Plan - Growth 13.05% 0.00% 7.38%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from Aditya Birla Sun Life Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Silver ETF - Regular Plan 26.39% 36.65% 25.23%
Aditya Birla Sun Life Silver ETF Fund Of Fund - Regular Plan - Growth 24.54% 34.96% 24.23%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Regular Plan - Growth 19.37% 20.89% 8.17%
Aditya Birla Sun Life US Equity Passive FOF - Regular Plan - Growth 17.97% 28.31% 16.73%
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth 17.96% 31.29% 10.16%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth 17.15% 18.78% 14.02%
Aditya Birla Sun Life Gold ETF - Regular Plan 17.01% 31.18% 23.22%
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth 15.25% 19.88% 19.12%
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth 14.35% 20.99% 8.99%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 14.28% 19.64% 12.10%

Returns are historical and do not guarantee future performance.

View All Aditya Birla Sun Life Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the BSE 500 Momentum 50 Total Return Index, subject to tracking errors. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.35%
Expense Ratio (Direct)
0.63%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 500 Momentum 50 TRI

Exit Load

Charges that may apply when you redeem units

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