Aditya Birla Sun Life Mutual Fund · Index Funds · Equity Index · Direct plan
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Direct Plan - Growth
₹10.4146NAV on 2 Nov 2026Expense ratio 0.81%
29 Oct 2025NAV low 9.17 · high 11.26-1.9%
In plain words
Its worst fall from a peak in the last 3 years was -15.4%.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.8% | +1.9% |
| 3 months | -2.3% | -5.1% |
| 6 months | +1.6% | -3.2% |
| 1 year | -1.6% | -10.2% |
| Since start (yearly) | +2.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,393 | -0.8% |
Top holdings (30 Sept 2026)
Fund size ₹98 crore · 50 holdings · 100% in equity
| Company | Industry | Weight |
|---|---|---|
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | 4.28% |
| Samvardhana Motherson International Ltd. | Auto Components | 4.16% |
| Multi Commodity Exchange of India Ltd. | Capital Markets | 4.12% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | 4.09% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | 4.00% |
| Shriram Finance Ltd. | Finance | 3.99% |
| The Federal Bank Ltd. | Banks | 3.85% |
| Bajaj Auto Ltd. | Automobiles | 3.84% |
| Titan Company Ltd. | Consumer Durables | 3.84% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | 3.84% |
| Adani Power Ltd. | Power | 3.77% |
| Bharat Forge Ltd. | Auto Components | 3.62% |
| Welspun Corp Ltd. | Industrial Products | 3.01% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | 2.87% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | 2.81% |
Largest industries: Pharmaceuticals & Biotechnology 18.8%, Auto Components 11.4%, Electrical Equipment 7.8%, Banks 7.6%, Non - Ferrous Metals 6.7%, Industrial Products 6.2%.
Other plan of this fund: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Regular Plan - Growth