July 14, 2026
mayank
Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.71 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.71 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 Momentum 50 TRI |
| AUM Rs. | 74 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.25% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 7.13% |
Suitable For Which Investors?
Factor-based funds are suitable for investors:
1. Seeking exposure to stocks selected based on one or more factors (Quality, Momentum, Alpha, Low Volatility)
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Fund’s Investment Strategy:
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.
Fund Manager:
1) Mehul Dama
Education: Mr. Dama has done C.A. & B.Com
Experience: Prior to joining ABSL AMC, he has worked with Angel OneFund, Nippon India Mutual Fund, Goldman Sachs Asset Management(India) Private Ltd. as Vice President, Benchmark Asset Management Company Private Ltd. as Assistant Vice President and Lovelock & Lewes as Assistant Manager.
2) 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
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.1% for redemption within 15 days |
Basic Details of Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 08-Aug-25 |
| Return Since Launch | 7.13% |
| Benchmark | BSE 500 Momentum 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 74 Cr |
| (As on 30-Jun-2026) | |
| Base Expense Ratio | 0.25% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Aditya Birla (ABSL) BSE 500 Momentum 50 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL BSE 500 Momentum 50 Index Fund Dir | 1.51 | -0.29 | 3.11 | 6.25 | 3.14 | — | — | — | — | — |
| BSE 500 TRI | -2.02 | 1.17 | 5.22 | 4.67 | -0.33 | — | — | — | — | — |
Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL BSE 500 Momentum 50 Index Fund Dir | Unrated | — | — | — | 0.25 | 74 | 7.13 | 0.10 (15) | 11M | — |
| UTI Nifty200 Momentum 30 Index Dir | Unrated | -1.03 | 13.18 | 11.79 | 0.39 | 8,541 | 15.08 | — | 5Y 4M | 154.00 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Dir | Unrated | 1.64 | 19.56 | — | 0.38 | 1,723 | 18.64 | 0.50 (30) | 3Y 7M | 91.00 |
| Bandhan Nifty100 Low Volatility 30 Index Dir | Unrated | 0.70 | 11.48 | — | 0.30 | 1,660 | 12.96 | — | 3Y 9M | 37.00 |
| Nippon India Nifty Alpha Low Volatility 30 Index Dir | Unrated | 0.49 | 12.03 | — | 0.30 | 1,283 | 13.05 | — | 3Y 10M | 88.00 |
Aditya Birla BSE 500 Momentum 50 Index Fund Portfolio Analysis
| No. of Stocks | 50 |
| Top 10 Stocks | 39.11% |
| Top 5 Stocks | 20.44% |
| Top 3 Sectors | 61.05% |
| Portfolio P/B Ratio | 5.01 |
| Portfolio P/E Ratio | 26.20 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 93,973 | 1,51,828 |
| Large (%) | 40.98 | 59.46 |
| Mid (%) | 39.30 | 29.90 |
| Small (%) | 19.72 | 22.63 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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