Question 1

What is the current NAV of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct-Growth?

Accepted Answer

The current Net Asset Value (NAV) of the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Direct Growth plan is approximately ₹10.6115 as of Oct 20, 2025.

Question 2

How much does this mutual fund charge as expense ratio?

Accepted Answer

The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Direct Growth has an expense ratio of 0.29%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Question 3

What is the AUM or fund size of this mutual fund?

Accepted Answer

The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund currently has assets under management (AUM) or fund size valued at approximately 54 Cr as on Sep 30, 2025.

Question 4

What are the top stock holdings of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

Accepted Answer

The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Maruti Suzuki India Ltd.	4.44%
Bajaj Finance Ltd.	4.33%
Eicher Motors Ltd.	4.3%
Fortis Healthcare Ltd.	4.21%
Bharti Airtel Ltd.	4.17%
HDFC Bank Ltd.	4.13%
ICICI Bank Ltd.	4.03%
Max Healthcare Institute Ltd.	3.96%
Divi's Laboratories Ltd.	3.94%
Max Financial Services Ltd.	3.83%

Question 5

What are the top sectors Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has invested in?

Accepted Answer

The Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Maruti Suzuki India Ltd.	4.44%
Bajaj Finance Ltd.	4.33%
Eicher Motors Ltd.	4.3%
Fortis Healthcare Ltd.	4.21%
Bharti Airtel Ltd.	4.17%
HDFC Bank Ltd.	4.13%
ICICI Bank Ltd.	4.03%
Max Healthcare Institute Ltd.	3.96%
Divi's Laboratories Ltd.	3.94%
Max Financial Services Ltd.	3.83%

Question 6

What is risk level of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

Accepted Answer

This is a Multi Cap Index fund comes with Very High risk.

Question 7

Is there any lock-in period in this mutual fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 8

How do I invest in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct-Growth?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is complete.

Question 9

How can I redeem my investments in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?

Accepted Answer

Redeeming your investments in the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.29% as on Sep 30, 2025
Exit load	0%
AUM (Fund size)	₹54 Cr
Lock-in Period	Nil
Age	3 m since Jul 21, 2025
Benchmark	NA
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund	2.62%	N.A.	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty 500 Index Fund	3.19%	9.41%	6.56%	16.89%	20.43%	10.57%
UTI Nifty 500 Value 50 Index Fund	2.28%	10.31%	6.63%	27.04%	15.44%	7.44%
HDFC BSE 500 Index Fund	3.11%	9.15%	5.88%	17.07%	9.92%	4.84%
Bandhan Nifty Alpha 50 Index Fund	1.02%	8.37%	-6.47%	10.23%	6.02%	2.96%
Axis Nifty500 Momentum 50 Index Fund	4.82%	9.27%	15.03%	4.78%	2.84%	1.41%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty 500 Index Fund	13.12	1.0	0.72	1.07
UTI Nifty 500 Value 50 Index Fund	N.A.	N.A.	N.A.	N.A.
HDFC BSE 500 Index Fund	N.A.	N.A.	N.A.	N.A.
Bandhan Nifty Alpha 50 Index Fund	N.A.	N.A.	N.A.	N.A.
Axis Nifty500 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund	N.A.	54 Cr	3 m	0.29%
Motilal Oswal Nifty 500 Index Fund	N.A.	2,507 Cr	6 yrs 2 m	0.17%
UTI Nifty 500 Value 50 Index Fund	N.A.	540 Cr	2 yrs 5 m	0.62%
HDFC BSE 500 Index Fund	N.A.	230 Cr	2 yrs 6 m	0.3%
Bandhan Nifty Alpha 50 Index Fund	N.A.	487 Cr	2 yrs	0.34%
Axis Nifty500 Momentum 50 Index Fund	N.A.	97 Cr	9 m	0.15%

Fund name	ETM Rank	AUM	1Y	5Y
Aditya Birla Sun Life PSU Equity Fund	N.A.	5,533 Cr	4.99%	35.27%
Aditya Birla Sun Life Infrastructure Fund	N.A.	1,136 Cr	4.16%	30.7%
Aditya Birla Sun Life Mid Cap Fund	N.A.	6,008 Cr	3.25%	25.6%
Aditya Birla Sun Life Small Cap Fund	N.A.	4,882 Cr	1.73%	24.34%
Aditya Birla Sun Life Value Fund	N.A.	6,033 Cr	0.79%	24.2%
Aditya Birla Sun Life Dividend Yield Fund	N.A.	1,445 Cr	-0.93%	23.46%

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct-Growth

Historical NAV & returns

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund overview

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Returns calculator

Trailing returns as on Oct 17, 2025

Asset allocationas on Sep 30, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund in detail with

About this fund

More funds from Aditya Birla Sun Life Mutual Fund

Frequently asked questions

ET Money rank

Sector	Percentage of Portfolio
Financial	28.84%
Healthcare	19.4%
Automobile	11.560000000000002%
Chemicals	7.48%
Services	6.98%
Capital Goods	5.94%
Communication	4.95%
Materials	4.91%
Technology	3.31%
Consumer Staples	3.24%