Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth
Expense Ratio: 1.07
Risk: -
Other Scheme - Index Funds
Plan: Regular
Benchmark: -
Inception: 21-07-2025
Exit Load: Nil
Fund Size:₹57.93 Cr
Performance
1Y
Fund-1.51%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund2.52%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Shriram Finance Ltd | 3.27 | 4.42% |
| 2 | Laurus Labs Limited | 3.08 | 4.17% |
| 3 | The Federal Bank Limited | 2.99 | 4.04% |
| 4 | Multi Commodity Exchange of India Limited | 2.90 | 3.93% |
| 5 | GE Vernova T&D India Ltd | 2.86 | 3.87% |
| 6 | Adani Power Limited | 2.85 | 3.86% |
| 7 | Cummins India Limited | 2.84 | 3.84% |
| 8 | Eicher Motors Limited | 2.76 | 3.74% |
| 9 | Bharat Forge Limited | 2.71 | 3.67% |
| 10 | Bharat Heavy Electricals Limited | 2.63 | 3.56% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59918 | -0.1% | -0.3% |
| SI | 08 Sep, 25 | 70000 | 70058 | +0.1% | +0.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 98485 | -1.5% | -1.5% |
| SI | 11 Aug, 25 | 1 L. | 1.03 L. | +3.0% | +2.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.