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Aditya Birla Sun Life Mutual Fund · Index Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth
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. The Scheme does not guarantee/indicate any returns. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
EquityBenchmark · BSE 500 Momentum 50 TRITER · 1.35%Inception · 21-07-2025
NAV
₹10.50
+0.17% · as of 13-10-2026
Since inception
3.60%
CAGR
Benchmark (inception)
21.34%
CAGR
Fund size
₹98 Cr
AUM
Expense ratio
1.35%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +3.60% CAGR vs benchmark +21.34%.
Portfolio
Where the money is invested
Top holdings
Shriram Finance Limited4.42%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.17%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.04%
Multi Commodity Exchange of India L3.93%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.87%
Adani Power Limited3.86%
CUMMINS INDIA LIMITED EQ FV RS.23.84%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-3.74%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-3.67%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.56%
Sector allocation
Financial Services25.05%
Capital Goods24.96%
Healthcare14.51%
Automobile and Auto Components11.46%
Metals & Mining9.09%
Power6.96%
Telecommunication4.26%
Chemicals1.78%
Services0.82%
Information Technology0.60%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 3.6% p.a.₹10,000
10 years
Projected value
₹14,46,183
Invested: ₹12,00,000
Gained: ₹2,46,183
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Mehul Dama, Ms. Priya Sridhar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153735
ISIN (Growth)
INF209KC1605
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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