Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Multi Cap IndexVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹10.79+1.61%1 day
- Return since launch
- 4.3%
- 52-week range
- ₹9.12 — ₹11.18
- AUM
- ₹108 Cr
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is a Multi Cap Index equity fund from Aditya Birla Sun Life Mutual Fund with ₹108 Cr under management, launched in 2025. The expense ratio is 1.53% and the SEBI riskometer reading is Very High.
Performance
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +3.7% against -2.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 6.3% | +6.3 pts | -0.0% | 2.4% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.9% | −1.4 pts | 4.3% | 4.6% |
| 3M | -1.8% | +0.9 pts | -2.7% | -2.3% |
| 6M | 4.6% | +3.8 pts | 0.8% | 2.4% |
| 1Y | 3.3% | +3.4 pts | -0.0% | -1.8% |
Since launch (21 Jul 2025): 4.3%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.48%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.03%
- Transaction charges
- 0.01%
- Statutory levies
- 0.54%
- Exit load
- Exit load of 0.10%, if redeemed within 15 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 500 Momentum 50 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity100.0%
- Other0.0%
Market cap split
- Large40.8%
- Mid35.6%
- Small23.6%
- P/E
- 28.94
- P/B
- 4.84
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 4.28% | ₹4.19 Cr | +4.17% | +2.59% | +3.03% |
| Samvardhana Motherson International Ltd. | Automobile | 4.16% | ₹4.07 Cr | — | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 4.12% | ₹4.04 Cr | +3.93% | +4.18% | +2.61% |
| Divi's Laboratories Ltd. | Healthcare | 4.09% | ₹4.00 Cr | — | — | +3.94% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 4.00% | ₹3.91 Cr | +3.56% | — | — |
| Shriram Finance Ltd | Financial | 3.99% | ₹3.90 Cr | +4.42% | +3.74% | — |
| The Federal Bank Ltd. | Financial | 3.85% | ₹3.77 Cr | +4.04% | +3.66% | — |
| Bajaj Auto Ltd. | Automobile | 3.84% | ₹3.76 Cr | — | — | — |
| Titan Company Ltd. | Consumer Discretionary | 3.84% | ₹3.76 Cr | — | — | — |
| Hindalco Industries Ltd. | Metals & Mining | 3.84% | ₹3.76 Cr | +3.51% | — | — |
| Adani Power Ltd. | Energy | 3.77% | ₹3.69 Cr | +3.86% | — | — |
| Bharat Forge Ltd. | Automobile | 3.62% | ₹3.55 Cr | +3.67% | +2.51% | — |
| Welspun Corp Ltd. | Metals & Mining | 3.01% | ₹2.95 Cr | — | — | +0.51% |
| Aurobindo Pharma Ltd. | Healthcare | 2.87% | ₹2.81 Cr | — | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.81% | ₹2.75 Cr | +2.88% | +2.03% | — |
| AU Small Finance Bank Ltd. | Financial | 2.71% | ₹2.65 Cr | +3.05% | +2.30% | — |
| Sona BLW Precision Forgings Ltd. | Automobile | 2.45% | ₹2.40 Cr | — | — | — |
| Adani Energy Solutions Ltd. | Energy | 2.39% | ₹2.34 Cr | +3.10% | — | — |
| Vodafone Idea Ltd. | Communication | 2.28% | ₹2.24 Cr | +2.57% | — | — |
| Ather Energy Ltd. | Automobile | 2.27% | ₹2.22 Cr | +1.98% | — | — |
| FSN E-Commerce Ventures Ltd. | Services | 2.13% | ₹2.08 Cr | — | +1.58% | — |
| Apar Industries Ltd. | Consumer Staples | 2.09% | ₹2.05 Cr | +1.34% | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 1.91% | ₹1.87 Cr | +2.77% | +1.82% | — |
| HFCL Ltd. | Communication | 1.85% | ₹1.81 Cr | +1.69% | — | — |
| Navin Fluorine International Ltd. | Chemicals | 1.77% | ₹1.73 Cr | +1.78% | +0.98% | +1.30% |
| Hitachi Energy India Ltd. | Capital Goods | 1.76% | ₹1.72 Cr | +3.07% | +1.63% | +1.46% |
| Aditya Birla Capital Ltd. | Financial | 1.36% | ₹1.33 Cr | +2.04% | +1.76% | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.33% | ₹1.31 Cr | +1.59% | +0.72% | — |
| Steel Authority Of India Ltd. | Metals & Mining | 1.32% | ₹1.29 Cr | +1.43% | — | — |
| Anand Rathi Wealth Ltd. | Financial | 1.24% | ₹1.22 Cr | +1.44% | — | +0.84% |
| Sai Life Sciences Ltd. | Healthcare | 1.22% | ₹1.19 Cr | +0.89% | — | — |
| Kei Industries Ltd. | Capital Goods | 1.15% | ₹1.12 Cr | +1.78% | — | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.15% | ₹1.12 Cr | +1.65% | — | — |
| RBL Bank Ltd. | Financial | 1.07% | ₹1.05 Cr | +1.40% | +1.02% | — |
| Hindustan Copper Ltd. | Metals & Mining | 0.91% | ₹0.89 Cr | +1.11% | +0.96% | — |
| Neuland Laboratories Ltd. | Healthcare | 0.90% | ₹0.88 Cr | — | — | — |
| Aegis Logistics Ltd. | Services | 0.88% | ₹0.86 Cr | — | — | — |
| Aditya Infotech Ltd. | Communication | 0.88% | ₹0.86 Cr | — | — | — |
| Ajanta Pharma Ltd. | Healthcare | 0.80% | ₹0.78 Cr | — | — | — |
| Syrma SGS Technology Ltd. | Capital Goods | 0.77% | ₹0.75 Cr | +1.18% | +0.28% | — |
| Craftsman Automation Ltd. | Automobile | 0.76% | ₹0.74 Cr | +0.67% | — | — |
| Granules India Ltd. | Healthcare | 0.72% | ₹0.71 Cr | +0.63% | — | — |
| R R Kabel Ltd. | Consumer Discretionary | 0.70% | ₹0.68 Cr | — | — | — |
| Data Patterns (India) Ltd. | Capital Goods | 0.61% | ₹0.59 Cr | — | +0.44% | — |
| Netweb Technologies India Ltd. | Technology | 0.50% | ₹0.49 Cr | +0.60% | +0.30% | — |
| Prime Focus Ltd. | Services | 0.44% | ₹0.43 Cr | +0.14% | — | — |
| Aether Industries Ltd. | Chemicals | 0.44% | ₹0.43 Cr | — | — | — |
| Chennai Petroleum Corporation Ltd. | Energy | 0.39% | ₹0.38 Cr | +0.25% | +0.23% | — |
| Belrise Industries Ltd. | Automobile | 0.38% | ₹0.37 Cr | +0.65% | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 0.34% | ₹0.34 Cr | — | — | — |
| Others | Others | 0.05% | ₹0.05 Cr | -0.95% | -4.82% | -1.17% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Samvardhana Motherson International Ltd. | 0.00% | 4.16% | +4.16% |
| Divi's Laboratories Ltd. | 0.00% | 4.09% | +4.09% |
| Eicher Motors Ltd. | 4.04% | 0.00% | -4.04% |
| Bajaj Auto Ltd. | 0.00% | 3.84% | +3.84% |
| Titan Company Ltd. | 0.00% | 3.84% | +3.84% |
| Cummins India Ltd. | 3.33% | 0.00% | -3.33% |
| GE Vernova T&D India Ltd | 3.26% | 0.00% | -3.26% |
| Polycab India Ltd. | 3.02% | 0.00% | -3.02% |
| Welspun Corp Ltd. | 0.00% | 3.01% | +3.01% |
| Aurobindo Pharma Ltd. | 0.00% | 2.87% | +2.87% |
| Sona BLW Precision Forgings Ltd. | 0.00% | 2.45% | +2.45% |
| FSN E-Commerce Ventures Ltd. | 0.00% | 2.13% | +2.13% |
| Glenmark Pharmaceuticals Ltd. | 2.13% | 0.00% | -2.13% |
| Fortis Healthcare Ltd. | 2.12% | 0.00% | -2.12% |
| L&T Finance Ltd. | 1.69% | 0.00% | -1.69% |
| Muthoot Finance Ltd. | 1.60% | 0.00% | -1.60% |
| Indian Bank | 1.36% | 0.00% | -1.36% |
| National Aluminium Company Ltd. | 2.98% | 1.91% | -1.06% |
| Hitachi Energy India Ltd. | 2.79% | 1.76% | -1.03% |
| Neuland Laboratories Ltd. | 0.00% | 0.90% | +0.90% |
| Aegis Logistics Ltd. | 0.00% | 0.88% | +0.88% |
| Aditya Infotech Ltd. | 0.00% | 0.88% | +0.88% |
| Ajanta Pharma Ltd. | 0.00% | 0.80% | +0.80% |
| Laurus Labs Ltd. | 5.03% | 4.28% | -0.75% |
| R R Kabel Ltd. | 0.00% | 0.70% | +0.70% |
| The Great Eastern Shipping Company Ltd. | 0.69% | 0.00% | -0.69% |
| Aditya Birla Capital Ltd. | 2.01% | 1.36% | -0.65% |
| Apar Industries Ltd. | 1.45% | 2.09% | +0.64% |
| Kei Industries Ltd. | 1.76% | 1.15% | -0.61% |
| Data Patterns (India) Ltd. | 0.00% | 0.61% | +0.61% |
| Usha Martin Ltd. | 0.53% | 0.00% | -0.53% |
| Adani Energy Solutions Ltd. | 2.92% | 2.39% | -0.53% |
| Ather Energy Ltd. | 2.79% | 2.27% | -0.52% |
| Adani Power Ltd. | 3.29% | 3.77% | +0.49% |
| Shriram Finance Ltd | 4.45% | 3.99% | -0.46% |
| Aether Industries Ltd. | 0.00% | 0.44% | +0.44% |
| Bharat Heavy Electricals Ltd. | 3.58% | 4.00% | +0.42% |
| Gabriel India Ltd. | 0.42% | 0.00% | -0.42% |
| Syrma SGS Technology Ltd. | 1.17% | 0.77% | -0.40% |
| Schneider Electric Infrastructure Ltd. | 0.39% | 0.00% | -0.39% |
| Multi Commodity Exchange Of India Ltd. | 4.51% | 4.12% | -0.38% |
| AU Small Finance Bank Ltd. | 3.06% | 2.71% | -0.35% |
| Honasa Consumer Ltd. | 0.00% | 0.34% | +0.34% |
| Force Motors Ltd. | 0.34% | 0.00% | -0.34% |
| RBL Bank Ltd. | 1.37% | 1.07% | -0.30% |
| Anand Rathi Wealth Ltd. | 1.54% | 1.24% | -0.30% |
| Godawari Power And Ispat Ltd. | 0.29% | 0.00% | -0.29% |
| Prime Focus Ltd. | 0.17% | 0.44% | +0.27% |
| Acutaas Chemicals Ltd. | 1.41% | 1.15% | -0.27% |
| Hindalco Industries Ltd. | 3.57% | 3.84% | +0.27% |
| Bharat Forge Ltd. | 3.37% | 3.62% | +0.25% |
| The Federal Bank Ltd. | 4.10% | 3.85% | -0.25% |
| Gujarat Mineral Development Corporation Ltd. | 0.25% | 0.00% | -0.25% |
| Steel Authority Of India Ltd. | 1.56% | 1.32% | -0.24% |
| Belrise Industries Ltd. | 0.61% | 0.38% | -0.23% |
| Sai Life Sciences Ltd. | 1.01% | 1.22% | +0.21% |
| Hindustan Copper Ltd. | 1.12% | 0.91% | -0.21% |
| Vodafone Idea Ltd. | 2.49% | 2.28% | -0.20% |
| Torrent Pharmaceuticals Ltd. | 2.98% | 2.81% | -0.17% |
| Netweb Technologies India Ltd. | 0.66% | 0.50% | -0.16% |
| Navin Fluorine International Ltd. | 1.93% | 1.77% | -0.16% |
| Granules India Ltd. | 0.61% | 0.72% | +0.11% |
| Chennai Petroleum Corporation Ltd. | 0.28% | 0.39% | +0.11% |
| Others | -0.34% | -0.40% | -0.07% |
| HFCL Ltd. | 1.90% | 1.85% | -0.05% |
| Kirloskar Oil Engines Ltd. | 1.36% | 1.33% | -0.02% |
| Craftsman Automation Ltd. | 0.76% | 0.76% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹292 Cr | 1.21% | -0.9% | 7.6% | — |
 UTI Nifty 500 Value 50 Index Fund | ₹838 Cr | 1.17% | -1.5% | 7.6% | — |
 Axis Nifty500 Value 50 Index Fund | ₹230 Cr | 1.21% | -1.4% | — | — |
| Aditya Birla Sun Life BSE 500 Quality 50 Index Fund | ₹61.31 Cr | 1.14% | 1.2% | — | — |
 Bandhan Nifty 500 Value 50 Index Fund | ₹38.85 Cr | 1.31% | -1.8% | — | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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 managers
- Mehul DamaMr. Dama has done C.A. & B.ComPrior to joining ABSL AMC, he has worked with Angel OneFund, Nippon India Mutual Fund, Goldman Sachs Asset Management(India) Private Ltd. as Vice President, Benchmark Asset Management Company Private Ltd. as Assistant Vice President and Lovelock & Lewes as Assistant Manager.
- Priya SridharMs. Sridhar has done B.Com and M.F.MPrior to joining Aditya Birla Mutual Fund, she has worked with ICICI Prudential MF, ITI Mutual Fund and LIC Housing Finance Ltd
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months4.62% absolute | ₹60,000 | ₹62,772 | 4.62% | |
| 1 year3.31% annualised | ₹1,20,000 | ₹1,22,173 | 1.81% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
The NAV of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is ₹10.79 as on 9 Nov 2026.
What is the expense ratio of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
The expense ratio of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is 1.53% per year.
What is the minimum SIP amount for Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
You can start a SIP in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund with ₹3,000 a month.
Is there a lock-in or exit load on Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
Lock-in: None. Exit load: Exit load of 0.10%, if redeemed within 15 days..
How risky is Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is rated Very High on the SEBI riskometer and belongs to the Multi Cap Index category.
Which fund house manages Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is managed by Aditya Birla Sun Life Mutual Fund, which runs 86 schemes with ₹4,46,664 Cr under management.