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

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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 (98.78%) Market Cap Small Cap 0.03 Large Cap 65.56 Mid Cap 33.19 Top Sectors Automobile 21.32 Financial 19.56 Capital Goods 12.41 Healthcare 9.77 Chemicals 9.32 Consumer Staples 8.95 Energy 5.85 Insurance 5.8 Metals & Mining 3.64 Technology 2.15 Top Holding HDFC Bank 2.59 Bharat Petroleum Corporation 3.14 Solar Industries India 2.83 UNO Minda 2.83 Muthoot Finance 3.06 Mahindra & Mahindra 2.82 Zydus Lifesciences 2.72 Kwality Wall's (India) 0.03 Polycab India 3.19 Britannia Industries 2.98 Mphasis 0.24 Torrent Pharmaceuticals 3.5 Ashok Leyland 4.36 Maruti Suzuki India 2.67 UPL 1.02 Bajaj Finserv 2.74 Cholamandalam Investment and Finance Company 2.94 APL Apollo Tubes 3.64 Divi's Laboratories 2.8 Coforge 1.91 SBI Cards 2.54 Abbott India 0.75 SBI Life Insurance Company 3.01 Coromandel International 2.97 Bharat Electronics 3.16 Hindustan Unilever 2.75 Marico 3.18 Bajaj Finance 2.75 Cummins India 2.83 Hindustan Petroleum Corporation 2.72 HDFC AMC 2.93 Eicher Motors 3.38 TVS Motor Company 3.22 Hero Motocorp 2.03 SRF 2.5 Schaeffler India 3.23 HDFC Life Insurance 2.79

Debt & Others (1.22%) Sector Allocation Repo 0.79 Net Receivables 0.43 Debt Credit Ratings Debt Category Others 1.22

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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