Rating:
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
| Period | Absolute(%) | 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% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Shriram Finance | 3.27 | 4.42 |
| Laurus Labs | 3.09 | 4.17 |
| Federal Bank | 2.99 | 4.04 |
| Multi Commodity Exchange Of India | 2.91 | 3.93 |
| GE Vernova T&D India | 2.87 | 3.87 |
| Adani Power | 2.86 | 3.86 |
| Cummins India | 2.84 | 3.84 |
| Eicher Motors | 2.77 | 3.74 |
| Bharat Forge | 2.72 | 3.67 |
| Bharat Heavy Electricals | 2.63 | 3.56 |
Rating:
Risk
Return
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Results are calculated on CAGR basis
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%.
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.
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