Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Regular Plan - Growth
Aditya Birla Sun Life AMC Ltd
₹10.40 (+0.84%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
0.42% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.05%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,047
Invested ₹1,000
▲+4.74%1 year
₹1,004
Invested ₹1,000
▲+0.42%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | BSE 500 Momentum 50 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +0.42% | — | — | — |
| Cumulative returns (%) | +0.42% | — | — | — |
Fund Manager
| Manager | Priya Sridhar |
|---|---|
| Role | Manager |
| Manager Tenure | 1.15 yrs |
About Fund
| Date of Incorporation | 8 Aug 2025 |
|---|---|
| Fund House | Aditya Birla Sun Life AMC Ltd |
| Custodian | Citibank NA |
| Registrar / Transfer Agent | Aditya Birla Sun Life AMC Ltd |
| Address | Citibank, N.A.,388 Greenwich Street,New York, NY 10048,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Laurus Labs Ltd | 5.03% |
| Multi Commodity Exchange of India Ltd | 4.51% |
| Shriram Finance Ltd | 4.45% |
| Dixon Technologies (India) Ltd | 4.33% |
| Divi's Laboratories Ltd | 4.28% |
| Fortis Healthcare Ltd | 4.26% |
| One97 Communications Ltd | 4.25% |
| HDFC Bank Ltd | 4.17% |
| The Federal Bank Ltd | 4.10% |
| HDFC Life Insurance Co Ltd | 4.07% |
| Eicher Motors Ltd | 4.04% |
| Vedanta Ltd | 4.02% |
| ICICI Bank Ltd | 3.96% |
| Max Financial Services Ltd | 3.95% |
| Max Healthcare Institute Ltd Ordinary Shares | 3.94% |
| GE Vernova T&D India Ltd | 3.87% |
| InterGlobe Aviation Ltd | 3.83% |
| Coforge Ltd | 3.82% |
| Bajaj Finance Ltd | 3.76% |
| TVS Motor Co Ltd | 3.75% |
| Bajaj Finserv Ltd | 3.68% |
| Bharat Electronics Ltd | 3.65% |
| Bharat Heavy Electricals Ltd | 3.58% |
| Hindalco Industries Ltd | 3.57% |
| State Bank of India | 3.56% |
| Maruti Suzuki India Ltd | 3.54% |
| SBI Life Insurance Co Ltd | 3.51% |
| Bharti Airtel Ltd | 3.47% |
| Bharat Forge Ltd | 3.37% |
| Cummins India Ltd | 3.33% |
| Adani Power Ltd | 3.29% |
Investment Strategy
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.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.