
Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan
+4.12%
1Y annualised
+4.12%
1Y annualised
+1.26% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹10.92
Min. SIP amount
₹500
Fund size (AUM)
81 Cr
Expense ratio
0.29%
Launched on
08 Aug 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 18 Sep 2026
₹10.92
Min. SIP amount
₹500
Fund size (AUM)
81 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
29.20%
Mid Cap
49.24%
Small Cap
21.60%
Sector Allocation
Finance
15.81%
Healthcare
14.28%
Automobile & Ancillaries
13.61%
Capital Goods
11.47%
Bank
9.89%
Non - Ferrous Metals
7.67%
Power
6.21%
Electricals
5.95%
Others
14.46%
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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