
Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan
-0.58%
1Y annualised
-0.58%
1Y annualised
-1.14% 1D
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Buy, Hold or Sell?
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NAV : 15 Oct 2026
₹10.46
Min. SIP amount
₹500
Fund size (AUM)
97 Cr
Expense ratio
0.29%
Launched on
08 Aug 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Oct 2026
₹10.46
Min. SIP amount
₹500
Fund size (AUM)
97 Cr
Expense ratio
0.29%
Launched on
08 Aug 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
32.73%
Mid Cap
39.45%
Small Cap
27.77%
Others
0.05%
Sector Allocation
Healthcare
17.61%
Automobile & Ancillaries
16.17%
Finance
10.72%
Capital Goods
8.45%
Bank
7.63%
Non - Ferrous Metals
6.66%
Power
6.16%
Domestic Equities
4.75%
Others
20.97%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.10% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Mehul Dama
Present
Priya Sridhar
Present
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FAQs
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