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

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

1M
6M
All
NAV: 18 Jun '26
?10.70
Min. for SIP
?500
Fund size (AUM)
?70.28 Cr
Expense ratio
0.41%
Rating
--

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months?15,000?15,763
+5.09%
6 months?30,000?31,366
+4.55%

Holdings (51)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India LtdFinancialEquity4.71%
Cummins India LtdIndustrialsEquity4.38%
GE T&D India LtdIndustrialsEquity4.35%
Eicher Motors LtdConsumer DiscretionaryEquity3.99%
TVS Motor Company LtdConsumer DiscretionaryEquity3.75%
The Federal Bank LtdFinancialEquity3.72%
Shriram Transport Finance Company LtdFinancialEquity3.70%
Bharat Electronics LtdIndustrialsEquity3.65%
State Bank of IndiaFinancialEquity3.56%
SBI Life Insurance Company LtdFinancialEquity3.51%
Laurus Labs LtdHealthcareEquity3.24%
Max Financial Services LtdFinancialEquity2.80%
Polycab India LtdIndustrialsEquity2.75%
Ashok Leyland LtdIndustrialsEquity2.74%
Canara BankFinancialEquity2.71%
Indian Oil Corporation LtdEnergy & UtilitiesEquity2.70%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity2.68%
Bharat Forge LtdConsumer DiscretionaryEquity2.66%
Hero Motocorp LtdConsumer DiscretionaryEquity2.53%
AU Small Finance Bank LtdFinancialEquity2.46%
Hitachi Energy India LtdIndustrialsEquity2.35%
Bank Of BarodaFinancialEquity2.26%
Aditya Birla Capital LtdFinancialEquity2.00%
Torrent Pharmaceuticals LtdHealthcareEquity1.93%
HDFC Asset Management Company LtdFinancialEquity1.90%
Fortis Healthcare LtdHealthcareEquity1.83%
National Aluminium Company LtdMaterialsEquity1.82%
Indian BankFinancialEquity1.67%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.60%
L&T Finance Holdings LtdFinancialEquity1.56%
Union Bank of IndiaFinancialEquity1.47%
APL Apollo Tubes LtdIndustrialsEquity1.45%
Glenmark Pharmaceuticals LtdHealthcareEquity1.45%
RBL Bank LtdFinancialEquity1.11%
Hindustan Copper LtdMaterialsEquity1.03%
Navin Fluorine International LtdMaterialsEquity1.02%
Kirloskar Oil Engines LtdIndustrialsEquity0.95%
City Union Bank LtdFinancialEquity0.90%
Bank of IndiaFinancialEquity0.89%
Aster DM Healthcare LtdHealthcareEquity0.75%
Force Motors LtdIndustrialsEquity0.65%
Data Patterns (India) LtdIndustrialsEquity0.53%
Netweb Technologies India Ltd.TechnologyEquity0.41%
Reverse RepoUnspecifiedReverse Repo0.40%
PTC Industries LtdMaterialsEquity0.39%
Syrma SGS Technology LtdTechnologyEquity0.36%
Gabriel India LtdConsumer DiscretionaryEquity0.27%
Gujarat Mineral Development Corporation LtdMaterialsEquity0.26%
Chennai Petroleum Corporation LtdEnergy & UtilitiesEquity0.22%
Choice International LtdFinancialEquity0.21%
Net PayablesUnspecifiedNet Payables-0.23%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns+2.5%+5.3%+0.3%+3.9%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--4819--

Exit load, stamp duty and tax

Exit load

Exit load of 0.10%, if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
ITI Flexi Cap Fund Direct Growth
ITI Flexi Cap Fund Direct Growth
+9.51%+20.27%1,314.38
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+5.38%+18.24%5,538.48
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
+3.13%+18.14%1,01,821.82
Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth
-1.50%+15.31%18,796.71
Parag Parikh Flexi Cap Fund Direct Growth
Parag Parikh Flexi Cap Fund Direct Growth
-0.82%+15.21%1,41,446.73
Compare

About Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Priya Sridhar is the Current Fund Manager of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?4,13,736 Cr and the Latest NAV as of 18 Jun 2026 is ?10.70. The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. Exit load of 0.10%, if redeemed within 15 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkBSE 500 Momentum 50 Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM?4,13,735.69 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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