Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

Equity

Aditya Birla Sun Life Mutual Fund

Index Funds

Get the latest NAV of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.77

▼-0.1%1D

NAV as on 15 Jul 2026

7.02%/per year

Since Inception

Absolute Gain%

▲▼

302 people have invested ₹ 12.3L in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
-
74Cr
0.25%
-
-
--
--
--
--
--
UTI Nifty200 Momentum 30 Index Fund
-
8,541Cr
0.49%
-0.89%
13.16%
-0.31
1.00
0.43
0.61
-1.69
Motilal Oswal Nifty India Defence Index Fund
-
5,182Cr
0.47%
10.57%
-
--
--
--
--
--
Motilal Oswal Nifty Midcap 150 Index Fund
-
3,730Cr
0.25%
6.33%
19.53%
-0.19
1.00
0.75
1.16
-3.90
See all

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Asset Allocation

See fund asset allocation details as on (14-Jul-26)

Fund Distribution

as on (14-Jul-26)

Large cap
40.9%
Mid cap
39.3%
Small cap
19.7%
Large Cap allocation has gone down from 47.5% to 40.9%
Large Cap allocation has gone down from 47.5% to 40.9%
Small Cap allocation has gone up from 9.1% to 19.7%
Small Cap allocation has gone up from 9.1% to 19.7%
Mid Cap allocation has gone down from 43.3% to 39.3%
Mid Cap allocation has gone down from 43.3% to 39.3%
Cash allocation has gone down from 0.2% to 0.1%
Cash allocation has gone down from 0.2% to 0.1%

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Sector Allocation

See fund sector allocation details as on (14-Jul-26)

Sector Allocation

Financial Services
48.8%
Consumer Cyclical
19.1%
Industrial
14.3%
Health
6%
Basic Materials
5.5%
Communication
3.9%
Tech
2.2%
Consumer Defensive
0.2%

Top 3 Sectors in June were Financial Services, Industrial & Consumer Cyclical

Jun'26

Financial Services

25%

Industrial

24%

Basic Materials

13%

May'26

Financial Services

41%

Industrial

22%

Consumer Cyclical

15%

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Holdings Details

as on (30-Jun-26)

Top Stocks bought last month
Multi Commodity Exchange of India Ltd's allocation increased from 3.22% to 4.71%
Multi Commodity Exchange of India Ltd's allocation increased from 3.22% to 4.71%
Laurus Labs Ltd's allocation increased from 2.67% to 3.24%
Laurus Labs Ltd's allocation increased from 2.67% to 3.24%
GE Vernova T&D India Ltd's allocation increased from 3.88% to 4.35%
GE Vernova T&D India Ltd's allocation increased from 3.88% to 4.35%
Top Stocks sold last month
Eicher Motors Ltd's allocation decreased from 4.03 % to 3.99 %
Eicher Motors Ltd's allocation decreased from 4.03 % to 3.99 %
TVS Motor Co Ltd's allocation decreased from 3.99 % to 3.75 %
TVS Motor Co Ltd's allocation decreased from 3.99 % to 3.75 %
The Federal Bank Ltd's allocation decreased from 3.77 % to 3.72 %
The Federal Bank Ltd's allocation decreased from 3.77 % to 3.72 %

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.25%
Benchmark
BSE 500 Momentum 50 TR INR
AUM₹74 Cr
Inception Date8 August, 2025
Min Lumpsum/SIP₹500/₹500
Exit Load
0.1%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Very High Risk

About Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is an equity fund. This fund was started on 8 August, 2025. The fund is managed by Priya Sridhar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has ₹74 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
  2. The fund has an expense ratio 0.3.

Returns

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has given a CAGR return of 7.02% since inception.

Holdings

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Health, Consumer Cyclical, Utilities, Tech, Communication, Energy. Its top holdings are Shriram Finance Ltd, Laurus Labs Ltd, The Federal Bank Ltd, Multi Commodity Exchange of India Ltd, GE Vernova T&D India Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Aditya Birla Sun Life BSE 500 Momentum 50 Index 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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has no lock in period.

Fund Manager

Priya Sridhar

Fund Manager of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund, since 8 August 2025

Learn more about Aditya Birla Sun Life Mutual Fund
Parameters
Jun'26
May'26
Apr'26
AUM
₹ 73.9 Cr
₹ 70.3 Cr
₹ 68 Cr
  • AUM of the fund stands at 73.9 Cr as of Jun'26
  • AUM increased by 3.6 Cr between Jun'26 and May'26

Frequently Asked Questions for Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

How do I invest in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

INDmoney makes it simple to invest in the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

The NAV of the fund today is ₹10.77. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

The fund managers are Priya Sridhar.

What is the exit load of the fund?

The exit load is 0.1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.25%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹74 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

The top 3 holdings of the fund are Shriram Finance Ltd(4.42%), Laurus Labs Ltd(4.17%), The Federal Bank Ltd(4.04%)