Millions Logo
home>Mutual Funds>Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct Growth
Aditya Birla Sun Life Mutual Fund

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

1 Year Absolute Returns

+5.47%

1Y CAGR

5.47%

NAV on 12 Nov 2026

11.0455

Return calculator

Monthly Investment
Time Period
₹1.23 Lac
Bank Ac
₹1.25 Lac
Fixed Deposit
₹1.24 Lac
This Fund
Total Investment₹ 1,20,000.00
Total Gains₹ 3,614.49

Total Value₹ 1,23,614.49
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Index Fund

1 M
4.84%
5.29%
3 M
-0.62%-0.54%
6 M
5.99%
2.40%
1 Y
5.47%
2.87%
This FundvsCategory Avg

Stock Holdings

NameWeightage
4.71%
4.38%
4.35%
3.99%
3.75%
3.72%
3.70%
3.65%
3.56%
3.51%

Asset Allocation

Equity
99.95%
Cash
0.05%

Sector Allocation

Financial Services
41.13%
Industrials
22.09%
Consumer Cyclical
15.46%
Healthcare
9.18%
Energy
5.87%
Basic Materials
5.33%
Technology
0.77%
Other
0.17%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 500

Min Lumpsum

₹ 500

AUM

₹ 108.41 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.63%

Inception Date

08 Aug 2025

Exit Load

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

Fund Manager

Name

Mehul Dama

Qualification

C.A., B.Com

Name

Priya Sridhar

Qualification

B. Com from Mumbai University, M.F.M. - Masters in Financial Management from Somaiya College of Management Studies

AMC Information

Aditya Birla Sun Life Mutual Fund

AUM (cr).

₹4,01,873.19

Funds Managed

81

AMC Age

32 Yrs

Date of Incorporation

05 Sept 1994

Phone

022 43568000 / 022 43568008

Address

One World Centre,Tower 1,17th Flr,, Jupiter Mills,senapati Bapat, Marg,Elphinstone Road, Mumbai 400013