Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth
Category: Index Fund
Launch Date: 21-07-2025
AUM:
₹ 81.09 Cr
Expense Ratio
1.43%
Benchmark
BSE 500 Momentum 50 TRI
ISIN
INF209KC1605
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Mehul Dama, Ms. Priya Sridhar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth | 5.65 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.902
Last change
-0.08 (-0.7063%)
Fund Size (AUM)
₹ 81.09 Cr
Performance
7.52% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Mehul Dama, Ms. Priya Sridhar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Shriram Finance Limited | 4.42 |
| 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 L | 3.93 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.87 |
| Adani Power Limited | 3.86 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.84 |
| 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
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.05 |
| Capital Goods | 24.96 |
| Healthcare | 14.51 |
| Automobile and Auto Components | 11.46 |
| Metals & Mining | 9.09 |
| Power | 6.96 |
| Telecommunication | 4.26 |
| Chemicals | 1.78 |
| Services | 0.82 |
| Information Technology | 0.6 |