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.

₹9.64

▲2.4%1D

NAV as on 25 Mar 2026

-5.79%/per year

Since Inception

Absolute Gain%

▲▼

339 people have invested ₹ 30.3L 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
-
67Cr
0.29%
-
-
--
--
--
--
--
DSP Nifty 50 Equal Weight Index Fund
3/22
2,471Cr
0.41%
2.7%
16.68%
--
--
1.03
1.69
--
UTI Nifty200 Momentum 30 Index Fund
-
8,712Cr
0.43%
-1.93%
16.74%
-0.27
1.00
0.83
1.26
-1.50
Motilal Oswal Nifty India Defence Index Fund
-
4,087Cr
0.58%
17.06%
-
--
--
--
--
--
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
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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Asset Allocation

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

Fund Distribution

as on (14-Mar-26)

Large cap
53.9%
Mid cap
36.9%
Small cap
9.2%
Small Cap allocation has gone down from 9.3% to 9.2%
Small Cap allocation has gone down from 9.3% to 9.2%
Mid Cap allocation has gone up from 36.6% to 36.9%
Mid Cap allocation has gone up from 36.6% to 36.9%
Large Cap allocation has gone down from 54.5% to 53.9%
Large Cap allocation has gone down from 54.5% to 53.9%
Cash allocation has gone up from -0.4% to 0.1%
Cash allocation has gone up from -0.4% to 0.1%

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

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

Sector Allocation

Financial Services
32.7%
Tech
19.4%
Health
16.8%
Basic Materials
13.4%
Industrial
6.5%
Communication
6.2%
Consumer Defensive
3.4%
Consumer Cyclical
1.7%

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

Feb'26

Financial Services

49%

Consumer Cyclical

19%

Industrial

16%

Jan'26

Financial Services

49%

Consumer Cyclical

19%

Industrial

15%

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

as on (28-Feb-26)

Holdings
Weight%
1M Change
Shriram Finance Ltd
4.92%
2.3%
Bharat Electronics Ltd
4.38%
2.3%
Eicher Motors Ltd
4.23%
2.3%
TVS Motor Co Ltd
4.1%
2.3%
SBI Life Insurance Co Ltd
3.86%
2.3%
See all
Top Stocks bought last month
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 1.23% to 1.6%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 1.23% to 1.6%
Eicher Motors Ltd's allocation increased from 3.92% to 4.23%
Eicher Motors Ltd's allocation increased from 3.92% to 4.23%
GE Vernova T&D India Ltd's allocation increased from 2.01% to 2.3%
GE Vernova T&D India Ltd's allocation increased from 2.01% to 2.3%
Top Stocks sold last month
Bharat Electronics Ltd's allocation decreased from 4.61 % to 4.38 %
Bharat Electronics Ltd's allocation decreased from 4.61 % to 4.38 %
SBI Life Insurance Co Ltd's allocation decreased from 3.95 % to 3.86 %
SBI Life Insurance Co Ltd's allocation decreased from 3.95 % to 3.86 %
Bajaj Finserv Ltd's allocation decreased from 3.76 % to 3.68 %
Bajaj Finserv Ltd's allocation decreased from 3.76 % to 3.68 %

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 ratio0.29%
Benchmark
BSE 500 Momentum 50 TR INR
AUM₹67 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 ₹67 Cr worth of assets under management (AUM) as on Mar 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 -5.79% since inception.

Holdings

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Communication, Tech, Consumer Defensive. Its top holdings are Shriram Finance Ltd, Bharat Electronics Ltd, Eicher Motors Ltd, TVS Motor Co Ltd, SBI Life Insurance Co 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
Feb'26
Jan'26
Dec'25
AUM
₹ 66.7 Cr
₹ 62.5 Cr
₹ 61.5 Cr
  • AUM of the fund stands at 66.7 Cr as of Feb'26
  • AUM increased by 4.2 Cr between Feb'26 and Jan'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 ₹9.64. 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 0.29%. 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 ₹67 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(4.92%), Bharat Electronics Ltd(4.38%), Eicher Motors Ltd(4.23%)