Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct-IDCW
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Equity, Flexi Cap, Principal at very high risk
1 Year Return 0.0% at 23 Dec 2025 09:45 AM
Fund Details
NAV 10.4193
Sub-Type Flexi Cap
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.38
Fund Size(in Crores) 61.11
Fund Performance
1 Month -0.15%
3 Month 0.19%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.3%) Market Cap Mid Cap 30.23 Large Cap 68.04 Small Cap 0.03 Top Sectors Financial 29.24 Energy 9.38 Capital Goods 8.92 Technology 8.47 Automobile 8.01 Construction 7.11 Services 6.38 Healthcare 5.47 Consumer Discretionary 4.32 Consumer Staples 3.96 Metals & Mining 3.88 Materials 3.16 Top Holding Endurance Technologies 2.09 Max Healthcare Institute 2.96 Trent 1.57 ICICI Bank 5.98 Kotak Mahindra Bank 1.59 Reliance Industries 6.45 Shriram Finance 4.02 Kei Industries 3.38 Cholamandalam Investment and Finance Company 2.27 State Bank of India 4.36 GE Vernova T&D 0.95 HDFC Bank 7.75 LG Electronics India 1.83 TVS Motor Company 2.46 Marico 3.96 Tata Steel 3.88 Bharat Electronics 2.43 NTPC 2.93 Mankind Pharma 2.51 Larsen & Toubro 5.74 Dixon Technologies (India) 2.16 Titan Company 2.49 Infosys 4.26 Ultratech Cement 3.16 PB Fintech 2.65 Bajaj Finance 3.27 Vishal Mega Mart 2.16 Mahindra & Mahindra 3.43 Godrej Properties 1.37 TVS Motor Company - Pref. Shares 0.03 Coforge 4.21
Debt & Others (1.7000000000000002%) Sector Allocation CBLO 1.85 Net Payables -0.15 Cash 0 Debt Credit Ratings Debt Category Others 1.7
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.94% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.94% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 6.9% Ret 3Y 6.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 6.9% Ret 3Y 6.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 7.39% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 7.39% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.22% Ret 1Y 8.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.22% Ret 1Y 8.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.43% Ret 1Y 7.25% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.29%
Exit Load 0.1%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Priya Sridhar
Education Ms. Sridhar has done B.Com and M.F.M
Experience Prior to joining ICICI Prudential Mutual Fund, she has worked with ITI Mutual Fund and LIC Housing Finance Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-08-08
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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