Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.17%
NAV: ₹10.64 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW

  • ₹97.9 Cr
    AUM
  • ₹10.64
    NAV
  • 1.48%
    Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.17% NA NA
6 Months 4.18% NA NA
1 Year 1.76% 1.76% NA
As on Thu Nov 05, 2026

Asset Allocation of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW

equities

100.04%
Large Cap: 40.79%
Mid Cap: 35.59%
Small Cap: 23.63%
Other: 0.00%
Top Holdings
Laurus Labs Ltd
4.28%
Laurus Labs Ltd
4.28%
Laurus Labs Ltd
4.28%
Laurus Labs Ltd
4.28%
Laurus Labs Ltd
4.28%
 
Top Sectors
Healthcare
51.55%
Consumer Discretionary
20.81%
Financial
16.50%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW

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 ₹97.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.48%.
The portfolio allocation consists of 100.04% in equities.Managed by Priya Sridhar, it has delivered a return of 1.76% in the last year, a total return since inception of 5.15%.
Individuals frequently evaluate different best sip plan in order to plan goal-based investment portfolios.

Read more
  • Priya Sridhar

    Fund Manager

  • Ms. Sridhar has done B.Com and M.F.M

    Manager Education

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Fund Details

Fund Names Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW
Inception Date 08 Aug 2025
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Fund Returns Comparison

Compare Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW with other mutual funds in the same category

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
View More
increase 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 Momentum 50 Index Fund Direct-Growth increase ₹98 1.59% -1.99% 4.55% 2.51% -
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth increase ₹98 1.53% -2.17% 4.18% 1.76% -
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct-IDCW increase ₹98 1.59% -1.99% 4.55% 2.51% -
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth increase ₹64 3.29% -4.13% -2.73% 1.28% -
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Direct-Growth increase ₹64 3.36% -3.95% -2.37% 2.03% -
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW increase ₹64 3.29% -4.13% -2.73% 1.28% -
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Direct-IDCW increase ₹64 3.36% -3.95% -2.37% 2.03% -
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF-Growth increase ₹38 1.53% -3.69% -1.52% -5.00% 9.66%
Aditya Birla Sun Life Nifty 200 Quality 30 ETF-Growth increase ₹22 4.97% -4.91% -1.98% -3.96% 8.33%
View More
increase growth is based on 1-month returns of the funds

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Laurus Labs LtdHealthcare4.28%₹4.19 Cr
Laurus Labs LtdHealthcare4.28%₹4.19 Cr
Laurus Labs LtdHealthcare4.28%₹4.19 Cr
Laurus Labs LtdHealthcare4.28%₹4.19 Cr
Laurus Labs LtdHealthcare4.28%₹4.19 Cr
Laurus Labs LtdHealthcare5.03%₹4.08 Cr
Laurus Labs LtdHealthcare5.03%₹4.08 Cr
Laurus Labs LtdHealthcare5.03%₹4.08 Cr
Laurus Labs LtdHealthcare5.03%₹4.08 Cr
Laurus Labs LtdHealthcare5.03%₹4.08 Cr
Laurus Labs LtdHealthcare5.03%₹4.08 Cr
Samvardhana Motherson International LtdConsumer Discretionary4.16%₹4.07 Cr
Samvardhana Motherson International LtdConsumer Discretionary4.16%₹4.07 Cr
Samvardhana Motherson International LtdConsumer Discretionary4.16%₹4.07 Cr
Samvardhana Motherson International LtdConsumer Discretionary4.16%₹4.07 Cr
Samvardhana Motherson International LtdConsumer Discretionary4.16%₹4.07 Cr
Multi Commodity Exchange Of India LtdFinancial4.12%₹4.04 Cr
Multi Commodity Exchange Of India LtdFinancial4.12%₹4.04 Cr
Multi Commodity Exchange Of India LtdFinancial4.12%₹4.04 Cr
Multi Commodity Exchange Of India LtdFinancial4.12%₹4.04 Cr
View More

Frequently Asked Questions

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW

What is the current AUM of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW?

As of Wed Sep 30, 2026, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW manages assets worth ₹97.9 crore

How has Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW performed recently?

  • 3 Months: -2.17%
  • 6 Months: 4.18%

What is the long-term performance of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW?

  • Since Inception: 5.15%

What is the portfolio composition of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW?

Equity: 100.04%, Others: -0.04%.

Who manages Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW?

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW 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 Regular-IDCW?

Large Cap: 40.79%, Mid Cap: 35.59%, Small Cap: 23.63%.

Which are the top companies Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW has invested in?

  • Laurus Labs Ltd – 4.28% of the fund's portfolio
  • Laurus Labs Ltd – 4.28% of the fund's portfolio
  • Laurus Labs Ltd – 4.28% of the fund's portfolio
  • Laurus Labs Ltd – 4.28% of the fund's portfolio
  • Laurus Labs Ltd – 4.28% of the fund's portfolio

Which are the major sectors Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW focuses on?

  • Healthcare – 51.55% of the fund's portfolio
  • Consumer Discretionary – 20.81% of the fund's portfolio
  • Financial – 16.50% of the fund's portfolio
View more FAQ's

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