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Jul 16, 2026


Category Others
AUM (Cr.) 73.87
Exit Load (%) 0.10
Min Inv Lumpsum 500
Expense Ratio 1.13
Sharpe Ratio 0.00
Beta Ratio 0.00
Fund Manager Mehul Dama
Inception Date Aug 08, 2025
Risk Level Very High

Investment Objective

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.

Invest Now
BSE 500 Momentum 50 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL BSE 500 Momentum 50 Index Fund-Reg (G) 1.7 2.39 0 0 0 6.59
Benchmark - BSE 500 Momentum 50 TRI 0 0 0 0 0 0
Category Average - BEST ETFS/INDEX 0.9 0.84 1.57 10.8 10.93 7.12
Category Rank 3/6 4/6 5/6 4/6 4/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Edelweiss MSCI I D & W H 45 Index Fund (IDCW) 23.5455 0.69 18.19 20.38 13.08 188.90 1.06 100.00 invest
Edelweiss MSCI I D & W H 45 Index Fund (G) 23.5455 0.69 18.19 20.38 13.08 188.90 1.06 100.00 invest
Bandhan Nifty IT Index Fund - Regular (IDCW) 9.5883 0.66 -22.98 0.00 0.00 29.84 1.10 1,000.00 invest
Bandhan Nifty IT Index Fund - Regular (G) 9.5892 0.66 -22.98 0.00 0.00 29.84 1.10 1,000.00 invest
Motilal Oswal Nifty Capital Market Index Fund-Reg (G) 12.6982 -2.40 15.65 0.00 0.00 596.75 1.06 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Shriram Finance Jun 30, 2026 3.27 4.42 25.59
Equity-Laurus Labs Jun 30, 2026 3.08 4.17 35.46
Equity-Federal Bank Jun 30, 2026 2.99 4.04 14.29
Equity-Multi Comm. Exc. Jun 30, 2026 2.90 3.93 -12.28
Equity-GE Vernova T&D Jun 30, 2026 2.86 3.87 -6.46
Equity-Adani Power Jun 30, 2026 2.85 3.86 0.00
Equity-Cummins India Jun 30, 2026 2.84 3.84 -7.85
Equity-Eicher Motors Jun 30, 2026 2.76 3.74 -1.41
Equity-Bharat Forge Jun 30, 2026 2.71 3.67 44.80
Equity-B H E L Jun 30, 2026 2.63 3.56 0.00

latest news

SCHEME DETAILS

AMC Name
Aditya Birla Sun Life Mutual Fund
Fund Name
Aditya Birla SL BSE 500 Momentum 50 Index Fund-Reg (G)
Contact Person
Mehul Dama
Registered Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Telephone No
022 43568000 / 022 43568008
Fax No.
022 43568110/8111
Email
abslamc.cs:adityabirlacapital.com
Website
https://mutualfund.adityabirlacapital.com