July 25, 2025
RA Jainee
Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund Open Date, Close Date?
NFO opens on July 21, 2025
NFO will close on August 04, 2025
Investment Strategy for this NFO?
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the BSE 500 Momentum 50 Total Return Index, subject to tracking errors.
Basic Details
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Issue Open | 21 July 2025 |
| Issue Close | 04 August 2025 |
| Type | Open-ended |
| Category | Equity: Flexi Cap |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0.1% for redemption within 15 days |
| Riskometer | Very High |
| Benchmark | BSE 500 Momentum 50 TRI |
About Benchmark Index for this NFO?
The Index measures the performance of the 50 companies in BSE 500 Index that exhibit the most persistence in their relative performance, based on
their momentum scores.
Methodology:
1. Each Constituent is Capped at 4%
2. Weighted on Free Float – Adj. Market Cap & Momentum Score
For complete details please view the Methodology document at
https://www.asiaindex.co.in/Downloads/BSE_Factor_Indices_Methodology.pdf
Quick Facts
| Launch Date | 20th May 2025 |
| First Vlaue Date | 20th June 2005 |
| Base Value | 1000 |
| Number of Constituents | 50 |
| Reconstitution Frequecy | Quarterly in March, June, September, December |
| Weighting Method | Float – Adj. Market Cap & Momentum Score |
| Index Universe | BSE 500 |
| Calculation Currencies | INR |
Fund Managers of Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund
1) Priya Sridhar
Education: Ms. Sridhar has done B.Com and M.F.M
Experience: Prior to joining ICICI Prudential Mutual Fund, she has worked with ITI Mutual Fund and LIC Housing Finance Ltd
AMC
Aditya Birla Sun Life AMC Ltd.
Address: One World Center, Tower 1, 17th Floor, Jupiter Mill Compound Senapati Bapat Marg, Elphinstone Road Mumbai – 400013
Website: http://mutualfund.adityabirlacapital.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of BSE 500 Momentum 50 TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MO | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 54144.67 | 7.32% | 14.09% | -0.66% | -0.76% | 34.03% | 36.15% | 22.88% |
| PRICE RETURNS | 43964.82 | 7.26% | 13.93% | -1.01% | -1.74% | 32.39% | 34.58% | 21.60% |
Risk
| Index Level | ANNUALISED RISK | ANNUALISED RISK-ADJUSTED RETURNS | ||||||
| 1 YR | 3 YRS | 5 YRS | 10 YRS | 1 YR | 3 YRS | 5 YRS | 10 YRS | |
| TOTAL RETURNS | 23.77% | 22.30% | 20.43% | 21.24% | -0.03 | 1.51 | 1.77 | 1.08 |
| PRICE RETURNS | 23.80% | 22.33% | 20.47% | 21.25% | -0.07 | 1.43 | 1.69 | 1.02 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 48.66 | 8.4 | 0.49 |
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT TOTAL MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 136521.21 |
| LARGEST TOTAL MARKET CAP | 1532147.26 |
| SMALLEST TOTAL MARKET CAP | 14901.78 |
| MEDIAN TOTAL MARKET CAP | 43184.26 |
| WEIGHT LARGEST CONSTITUENT [%] | 4.18 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 40.35 |
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Priya Sridhar
| Fund | Aditya Birla Sun Life Nifty 200 Quality 30 ETF | It’s Benchmark | Aditya Birla Sun Life Nifty 50 ETF | It’s Benchmark |
| 1 Year | -4.68 | 2.12 | 3.87 | 3.23 |
| 3 Year | — | — | 15.65 | 16.90 |
| 5 Year | — | — | 18.84 | 20.07 |
| 7 Year | — | — | 13.49 | 14.17 |
| 10 Year | — | — | 12.62 | 13.23 |
As on 25-7-2025
Note on Fund Managers’ performance
X
[ C ] Our NFO Review
Amid growing investor interest in thematic and factor-based equity strategies Aditya Birla Sun Life Mutual Fund has launched new fund offers (NFOs) the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund.
The Momentum Index Fund tracks the BSE 500 Momentum 50 Total Return Index (TRI) and focuses on the top 50 stocks from the BSE 500 with the strongest price momentum. The index will review and rebalance stocks every quarter to capture changing market trends.
The fund is designed for investors with a higher risk appetite who want to benefit from trending stocks and sectors.
Such funds enables investors to diversify their core equity portfolios with factor-based strategies that have shown strong performance across market cycles.
The Momentum Fund suits investors with a high-risk appetite looking to ride market uptrends.
We recommend an investment horizon is more than 3 years to potentially benefit from compounding and to manage volatility.
Ms. Priya Sridhar, who is the Fund Manager, holds a B.Com and an M.F.M. Prior to joining Aditya Birla Sun Life AMC, she served as Fund Manager and Dealer for passive funds at ICICI Prudential AMC, and earlier worked with ITI AMC and LIC Housing Finance. She has over 16 years in equity dealing and passive fund management, with responsibility for managing multiple ETF and index fund schemes at ICICI Prudential
Suitable for the sophisticated investor.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund NFO?
Invest Online: https://mutualfund.adityabirlacapital.com/help-centre/invest-now OR https://mutualfund.adityabirlacapital.com/portal/investor/login
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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