- Home
- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth
Fund Overview of Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth
-
₹73.9 CrAUM
-
₹10.63NAV
-
0.84%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.34% | NA | NA |
| 6 Months | 2.76% | NA | NA |
Asset Allocation
equities
99.89%other assets or cash equivalents
0.11%Launched on 08 Aug 2025, the fund aims Long term capital growth, Investment in equity and equity related securities covered by BSE 500 Momentum 50 Total Return Index, subject to tracking errors. It manages assets worth ₹73.9 crore as on Tue Jun 30, 2026. The expense ratio stands at 0.84%. Fund Manager Manager EducationAbout Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth
The portfolio allocation consists of 99.89% in equities, 0.11% in other assets or cash equivalents.Managed by Priya Sridhar, it has delivered a return of 0.00% in the last year, a total return since inception of 7.33%.
Based on individual goals individuals may compare best sip plan during the long-term financial strategy.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | -1.47% | 0.26% | -1.73% | 12.99% | 11.45% |
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth  |
₹1,527 | 2.18% | 4.32% | -0.20% | 11.84% | 11.32% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 1.55% | 2.11% | -0.39% | 11.31% | 11.02% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -1.51% | 0.15% | -2.18% | 12.45% | 10.91% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 1.71% | 2.22% | -0.58% | 11.06% | 10.72% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 1.71% | 2.22% | -0.58% | 11.06% | 10.72% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 1.67% | 2.10% | -1.01% | 10.67% | 10.24% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 1.67% | 2.10% | -1.01% | 10.67% | 10.24% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | -0.06% | 0.25% | -3.41% | 8.71% | 9.17% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Bse 500 Quality 50 Index Fund Regular-growth
|
₹75 | 0.29% | 2.65% | 3.13% | - | - |
|
Aditya Birla Sun Life Bse 500 Quality 50 Index Fund Direct-growth
|
₹75 | 0.35% | 2.82% | 3.50% | - | - |
|
Aditya Birla Sun Life Bse 500 Quality 50 Index Fund Regular-idcw
|
₹75 | 0.29% | 2.65% | 3.13% | - | - |
|
Aditya Birla Sun Life Bse 500 Quality 50 Index Fund Direct-idcw
|
₹75 | 0.35% | 2.82% | 3.50% | - | - |
|
Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Regular-growth
|
₹74 | 1.70% | 4.17% | 2.39% | - | - |
|
Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Regular-idcw
|
₹74 | 1.70% | 4.17% | 2.39% | - | - |
|
Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-idcw
|
₹74 | 1.76% | 4.34% | 2.76% | - | - |
|
Aditya Birla Sun Life Nifty 200 Momentum 30 Etf-growth
|
₹44 | -1.61% | 0.15% | -1.49% | -1.81% | 12.77% |
|
Aditya Birla Sun Life Nifty 200 Quality 30 Etf-growth
|
₹25 | -0.06% | 0.25% | -5.50% | -3.30% | 8.93% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.40 | 12.45% | 10.91% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹20.94 | 12.99% | 11.45% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.16 | 11.31% | 11.02% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd | Financial | 4.71% | ₹3.31 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.84% | ₹3.29 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.92% | ₹3.28 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.42% | ₹3.27 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.42% | ₹3.27 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.42% | ₹3.27 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.42% | ₹3.27 Cr |
| Laurus Labs Ltd | Healthcare | 4.17% | ₹3.08 Cr |
| Laurus Labs Ltd | Healthcare | 4.17% | ₹3.08 Cr |
| Laurus Labs Ltd | Healthcare | 4.17% | ₹3.08 Cr |
| Laurus Labs Ltd | Healthcare | 4.17% | ₹3.08 Cr |
| Cummins India Ltd | Industrials | 4.38% | ₹3.08 Cr |
| Ge T&d India Ltd | Industrials | 4.35% | ₹3.06 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.84% | ₹3.03 Cr |
| The Federal Bank Ltd | Financial | 4.04% | ₹2.99 Cr |
| The Federal Bank Ltd | Financial | 4.04% | ₹2.99 Cr |
| The Federal Bank Ltd | Financial | 4.04% | ₹2.99 Cr |
| The Federal Bank Ltd | Financial | 4.04% | ₹2.99 Cr |
| Bharat Electronics Ltd | Industrials | 4.38% | ₹2.92 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.93% | ₹2.90 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹20.94 | 12.99% | 11.45% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.64 | 11.84% | 11.32% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.16 | 11.31% | 11.02% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.40 | 12.45% | 10.91% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.45 | 11.06% | 10.72% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.45 | 11.06% | 10.72% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.03 | 10.67% | 10.24% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.03 | 10.67% | 10.24% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹219.37 | 8.71% | 9.17% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth
What is the current AUM of Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth?
As of Tue Jun 30, 2026, Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth manages assets worth ₹73.9 crore
How has Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth performed recently?
- 3 Months: 4.34%
- 6 Months: 2.76%
What is the long-term performance of Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth?
- Since Inception: 7.33%
What is the portfolio composition of Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth?
Equity: 99.89%, Others: 0.11%.
Who manages Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth?
Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth is managed by Priya Sridhar from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth?
Large Cap: 40.98%, Mid Cap: 39.30%, Small Cap: 19.72%.
Which are the top companies Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth has invested in?
- Multi Commodity Exchange Of India Ltd – 4.71% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 4.84% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 4.92% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 4.42% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 4.42% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Bse 500 Momentum 50 Index Fund Direct-growth focuses on?
- Financial – 57.10% of the fund's portfolio
- Healthcare – 16.68% of the fund's portfolio
- Industrials – 13.11% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
