Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW: Mutual Fund Overview
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW is an Flexi Cap mutual fund with over 0.59 years of performance history. The scheme manages an AUM of ₹66.69 Cr and has a NAV of ₹9.954. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.0%.
Equity, Flexi Cap, Principal at very high risk
1 Year Return 0.0% at 12 Mar 2026 06:13 PM
Fund Details
NAV 9.954
Sub-Type Flexi Cap
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.59
Fund Size(in Crores) 66.69
Fund Performance
1 Month -6.38%
3 Month -2.74%
6 Month -3.53%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.93%) Market Cap Large Cap 57.94 Mid Cap 33.41 Small Cap 8.58 Top Sectors Financial 41.7 Automobile 19.11 Services 10.86 Capital Goods 8.56 Healthcare 6.02 Chemicals 4.01 Insurance 3.86 Communication 3.47 Materials 1.49 Metals & Mining 0.52 Consumer Staples 0.17 Construction 0.15 Top Holding Aster DM Healthcare 0.61 Authum Investment & Infrastructure 0.61 MCX 3.14 PTC Industries 0.44 UPL 1.71 Indian Bank 1.95 Mahindra & Mahindra Financial Services 1.16 Cholamandalam Investment and Finance Company 3.07 Garden Reach Shipbuilders & Engineers 0.29 Max Financial Services 2.91 TVS Motor Company 4.09 HDFC AMC 2.09 Manappuram Finance 1.09 Choice International 0.32 Canara Bank 2.93 Gallantt Ispat 0.08 Maruti Suzuki India 3.54 Fortis Healthcare 2.07 L&T Fin 1.7 Coromandel International 0.96 Ashok Leyland 2.62 Shriram Finance 4.92 Hitachi Energy India 1.6 GE Vernova T&D 2.3 Hero Motocorp 3.36 Bank of India 0.9 AU Small Finance Bank 3.16 Force Motors 0.85 Bajaj Finance 3.76 Asahi India Glass 0.5 SBI Life Insurance Company 3.86 Muthoot Finance 2.64 City Union Bank 1.04 Allied Blenders And Distillers 0.17 RBL Bank 1.38 Laurus Labs 2.75 One97 Communications 1.82 Anand Rathi Wealth 0.51 Bharat Electronics 4.38 Gabriel India 0.42 Bajaj Finserv 3.68 Cemindia Projects 0.15 Aditya Birla Capital 1.85 FSN E-Commerce Ventures 2.07 Eicher Motors 4.23 Bharti Airtel 3.47 Narayana Hrudayalaya 0.59 Navin Fluorine International 1.34 Interglobe Aviation 3.83 JK Cement 0.99
Debt & Others (0.07%) Sector Allocation Reverse Repo 0.67 Net Payables -0.6 Debt Credit Ratings Debt Category Others 0.07
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.07%
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 Aditya Birla Mutual Fund, she has worked with ICICI Prudential MF, 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) 24
Date of Incorporation 2025-08-08
Total AUM 435493.47
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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