{"id":224336,"date":"2026-08-31T15:04:45","date_gmt":"2026-08-31T09:34:45","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-08-31T15:04:45","modified_gmt":"2026-08-31T09:34:45","slug":"aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-bse-500-quality-50-index-fund-g-direct-plan\">Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b910.9976 as of 28 Aug 2026 and a scheme AUM of \u20b977 Cr. Its 1-year, 3-year and 5-year returns are 8.97%, 0% and 0%, and the fund is placed in the High Risk category. In our view, this is a narrow, rules-based equity option for investors who want a quality-focused portfolio and can tolerate uneven near-term outcomes.<\/p>\n<p>The fund has been live only since 08 Aug 2025, so the short return history is still limited. The current mix of returns and a portfolio tilted toward large and mid caps suggest it is better suited to investors who can stay patient through periods when the benchmark or other equity styles may move differently.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_BSE_500_Quality_50_Index\" title=\"Should you BUY or HOLD Aditya Birla SL BSE 500 Quality 50 Index?\">Should you BUY or HOLD Aditya Birla SL BSE 500 Quality 50 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Aditya_Birla_SL_BSE_500_Quality_50_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan?\">What is the current NAV of Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_its_benchmark\" title=\"How has the fund performed versus its benchmark?\">How has the fund performed versus its benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#How_much_is_the_minimum_SIP_amount\" title=\"How much is the minimum SIP amount?\">How much is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#What_is_the_risk_category_and_what_does_the_portfolio_look_like\" title=\"What is the risk category and what does the portfolio look like?\">What is the risk category and what does the portfolio look like?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#What_are_the_exit_load_and_the_fund_managers\" title=\"What are the exit load and the fund managers?\">What are the exit load and the fund managers?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-bse-500-quality-50-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Item<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b910.9976<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b977 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.25%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>08 Aug 2025<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>NIFTY 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.10% on or before 15D, Nil after 15D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Mehul Dama; Priya Sridhar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Mehul Dama and Priya Sridhar.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.43%<\/td>\n<td>-0.85%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.71%<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>8.97%<\/td>\n<td>-2.29%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent numbers show a mixed pattern. Over 1 month, the fund stayed ahead of the benchmark, while over 3 months it trailed the benchmark by a small margin. That tells us the short-term path has not been smooth, even though the fund has remained positive over both windows.<\/p>\n<p>The 1-year figure is more meaningful because it covers a fuller market cycle for this young scheme. At 8.97%, the fund has clearly outpaced the benchmark\u2019s -2.29% over the same period. That gap points to meaningful resilience in the selected portfolio mix, even though the fund is still building a longer operating record.<\/p>\n<p>The 3M and 1M series also suggest the fund has moved through a few short bursts of pressure and recovery rather than a straight upward line. For investors, that matters because a quality index strategy can still experience swings when broader market conditions favour different styles or sectors.<\/p>\n<p>We read the overall pattern as one where the current 1-year outcome is stronger than the benchmark, but the more recent path has been uneven. Because 3-year and 5-year figures are not available yet, the fund\u2019s longer-term behaviour cannot be judged with the same confidence as an established scheme.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_BSE_500_Quality_50_Index\"><\/span>Should you BUY or HOLD Aditya Birla SL BSE 500 Quality 50 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL BSE 500 Quality 50 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-bse-500-quality-50-index-fund-g-direct-plan\">Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>8.97%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/baroda-bnp-paribas-gold-etf-fof-g-direct-plan\">Baroda BNP Paribas Gold ETF FoF Direct Growth Plan<\/a><\/td>\n<td>53.0014%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-small-cap-fund-g-direct-plan\">Bajaj Finserv Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>22.8862%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-innovation-fund-g-direct-plan\">HDFC Innovation Fund Direct Growth Plan<\/a><\/td>\n<td>22.3285%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-alpha-50-index-fund-g-direct-plan\">Kotak Nifty Alpha 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>15.9317%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-active-momentum-fund-g-direct-plan\">ICICI Pru Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>13.2591%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>In one-year terms, the fund has lagged every peer listed here, although the gap is smaller versus the lower-returning style funds than versus the gold or small-cap options. That does not change the fund\u2019s own positive 1-year outcome, but it does show that its recent pace has been comparatively modest.<\/p>\n<p>Longer-term comparison is limited because 3-year and 5-year data are not available for the peers listed here either. As a result, the short-term peer picture is the only one we can compare cleanly, and it suggests this quality index strategy has been more subdued than the more aggressive return-seeking alternatives in the list.<\/p>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The market-cap mix is 57.37% large cap, 32.82% mid cap, 9.51% small cap and 0.29% other cap. That gives the fund a clear large-cap core, but the mid-cap slice is also sizeable enough to add movement beyond a pure blue-chip style.<\/p>\n<table>\n<thead>\n<tr>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<th>Top holdings<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FMCG<\/td>\n<td>20.18%<\/td>\n<td>NESTLE INDIA LIMITED (3.69%), BRITANNIA INDUSTRIES LIMITED (3.36%)<\/td>\n<\/tr>\n<tr>\n<td>IT<\/td>\n<td>13.65%<\/td>\n<td>HCL TECHNOLOGIES LIMITED (3.36%), TATA CONSULTANCY SERVICES LIMITED (3.32%)<\/td>\n<\/tr>\n<tr>\n<td>CAPITAL GOODS<\/td>\n<td>13.56%<\/td>\n<td>HINDUSTAN AERONAUTICS LIMITED (3.5%), GE VERNOVA T&#038;D INDIA LTD (2.63%)<\/td>\n<\/tr>\n<tr>\n<td>FINANCE<\/td>\n<td>12.61%<\/td>\n<td>MULTI COMMODITY EXCHANGE OF INDIA LIMITED (4.42%), HDFC ASSET MANAGEMENT COMPANY LIMITED (3.98%)<\/td>\n<\/tr>\n<tr>\n<td>AUTOMOBILE &amp; ANCILLARIES<\/td>\n<td>9.86%<\/td>\n<td>CUMMINS INDIA LIMITED (3.53%), HERO MOTOCORP LIMITED (3.37%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<p>The sector picture is fairly spread out, but FMCG at 20.18% is clearly the largest bucket. IT, capital goods and finance sit in a tight cluster between 12.61% and 13.65%, so the portfolio does not lean excessively on a single theme after FMCG.<\/p>\n<p>Because the top sector is not dramatically larger than the next three, the fund may behave like a diversified quality basket rather than a narrow sector play. Even so, FMCG is likely to have the greatest influence on how the portfolio behaves, especially because its largest individual names are also sizeable.<\/p>\n<p>The mix of 57.37% large cap and 32.82% mid cap suggests a balance between stability and participation in broader equity moves. The 9.51% small-cap slice is limited, so the portfolio is not built around high small-cap sensitivity. In our view, this keeps the fund anchored in established businesses while still leaving some room for growth-oriented variability.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can handle High Risk equity exposure and who are comfortable with a newer scheme that has only a short return record so far. The 1-year result is ahead of the benchmark, but the 1-month and 3-month pattern shows that the path can still be choppy.<\/p>\n<p>A longer horizon is more relevant than a short one here, because the scheme has not yet built meaningful 3-year or 5-year history. Investors who want a quality-focused equity allocation and can accept periods when results lag faster-moving styles may find the structure more relevant than the headline short-term return alone.<\/p>\n<p>The main trade-off is between a disciplined quality-oriented portfolio and the possibility that it may not always keep pace with higher-octane market segments. The blend of large and mid caps helps reduce extreme concentration, but it also means returns may depend heavily on how those quality names perform through different market phases.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 0.10% on or before 15D, Nil after 15D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Aditya_Birla_SL_BSE_500_Quality_50_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.9976 as of 28 Aug 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 8.97%, while the 3-year and 5-year returns are Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_its_benchmark\"><\/span>How has the fund performed versus its benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than the benchmark over 1 year, with 8.97% against -2.29% for NIFTY 50. Over 3 months, the fund\u2019s 2.71% trails the benchmark\u2019s 3.39%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_much_is_the_minimum_SIP_amount\"><\/span>How much is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_risk_category_and_what_does_the_portfolio_look_like\"><\/span>What is the risk category and what does the portfolio look like?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is in the High Risk category. Its portfolio has 57.37% large cap, 32.82% mid cap and 9.51% small cap, with FMCG as the largest sector at 20.18%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_exit_load_and_the_fund_managers\"><\/span>What are the exit load and the fund managers?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The exit load is 0.10% on or before 15D and nil after 15D. The fund managers are Mehul Dama and Priya Sridhar.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s latest 1-year performance is stronger than its benchmark, but the shorter windows are more uneven and the scheme does not yet have a 3-year or 5-year record. Compared with the listed peer funds, its 1-year return is more modest, while its portfolio is built more like a balanced quality equity basket than a high-octane theme.<\/p>\n<p>With a High Risk label, a large-cap core, and meaningful mid-cap exposure, it may appeal to investors who want a quality-oriented equity allocation and can wait through stretches of uneven movement. The key fit is a patient investor who values portfolio discipline over fast short-term performance.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 31 August 2026 at 3:02 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-bse-500-quality-50-index-fund-g-direct-plan\",\"dateCreated\":\"08 Aug 2025\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.9976,\"valueReference\":\"as of 28 Aug 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"77 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.25\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":8.9659},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Mehul Dama, Priya Sridhar\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.9976 as of 28 Aug 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 8.97%, while the 3-year and 5-year returns are Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than the benchmark over 1 year, with 8.97% against -2.29% for NIFTY 50. Over 3 months, the fund\u2019s 2.71% trails the benchmark\u2019s 3.39%.\"}},{\"@type\":\"Question\",\"name\":\"How much is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"What is the risk category and what does the portfolio look like?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is in the High Risk category. Its portfolio has 57.37% large cap, 32.82% mid cap and 9.51% small cap, with FMCG as the largest sector at 20.18%.\"}},{\"@type\":\"Question\",\"name\":\"What are the exit load and the fund managers?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The exit load is 0.10% on or before 15D and nil after 15D. The fund managers are Mehul Dama and Priya Sridhar.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan has a NAV of \u20b910.9976 as of 28 Aug 2026, a High Risk profile, and a 1-year return of 8.97%.<\/p>\n","protected":false},"author":29,"featured_media":224334,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224336","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["224334"],"rank_math_title":["Aditya Birla SL BSE 500 Quality 50 Index Fund Review"],"rank_math_description":["Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan NAV \u20b910.9976; 1Y return 8.97%. High Risk equity review."],"rank_math_focus_keyword":["Aditya Birla SL BSE 500 Quality 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/08\/Aditya_Birla_SL_BSE_500_Quality_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224336","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224336"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224336\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/224334"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}