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

  • Index Funds
  • Index Funds
  • Very High Risk

Rating:

Rating Star

Key Metrics

Aum

₹73.87 Cr

Expense Ratio

0.90%

Exit Load

0.10%

Min. Investment

₹500.00

Min. SIP

₹0.00

Launch Date

8 Aug 2025

CAGR Returns

Invest on
PeriodAbsolute(%)Annualised(%)
1 Month+2.93%--
3 Months+6.46%--
6 Months+3.3%--
1 Year+9.01%+9.01%
2 Years--0%
3 Years--0%
5 Years--0%
Since Launch+9.84%+9.77%

Holdings as on 12 Aug 2026

NameValue (₹Cr)Holding %
Shriram Finance
3.274.42
Laurus Labs
3.094.17
Federal Bank
2.994.04
Multi Commodity Exchange Of India
2.913.93
GE Vernova T&D India
2.873.87
Adani Power
2.863.86
Cummins India
2.843.84
Eicher Motors
2.773.74
Bharat Forge
2.723.67
Bharat Heavy Electricals
2.633.56

Morning Star Rating

Rating:

Rating Star

Risk

Return

Risk & Volitility

0.00

Sharpe Ratio

0.00%

Std. Deviation

--

Tracking Error

--

Alpha

--

Beta

About Fund

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 Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth has an AUM of 73.87 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 0.90%. The minimum investment in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 0.

As per morningstar the risk & return rating of the fund are & respectively.

The fund has a present cash holding of %. The top holdings of the fund include Shriram Finance, Laurus Labs, Federal Bank, Multi Commodity Exchange Of India.

The major sectors where the fund is invested are Electronic Instr. & Controls, Biotechnology & Drugs, Regional Banks, Metal Mining.

Some of the similar funds are Axis Nifty500 Quality 50 Index Fund Regular Growth, Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular Growth, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth, UTI Nifty Alpha Low-Volatility 30 Index Fund Regular Growth, Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular Growth. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs

According to the morning star rating Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth has a & return.

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth is managed by Mehul Dama,Priya Sridhar.

The expense ratio of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth is 0.90%.

The 5 year annualized return on Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 9.01% in the last 1 year.

The minimum investment in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth is 500 Rs.

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth has an AUM of 73.87 crores.