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Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan

Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan

Direct GrowthHigh Risk

+4.12%

1Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,07,055

Stock Allocation

Stock nameSectorAllocation
Laurus Labs Ltd.Healthcare5.03%
Multi Commodity Exchange Of India Ltd.Finance4.51%
Shriram Finance Ltd.Finance4.45%

Fund Composition

81 Cr

Large Cap

29.20%

Mid Cap

49.24%

Small Cap

21.60%

Sector Allocation

81 Cr

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

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

MD

Mehul Dama

Present

PS

Priya Sridhar

Present

Similar/Peer Fund Comparison

Fund name
B

Baroda BNP Paribas Gold ETF FoF(G)-Direct Plan

+0.00%
B

Bajaj Finserv Small Cap Fund(G)-Direct Plan

+0.00%
H

HDFC Innovation Fund(G)-Direct Plan

+0.00%
Q

Quant Equity Savings Fund(G)-Direct Plan

+0.00%
K

Kotak Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Nifty Alpha 50 Index Fund(G)-Direct Plan

+0.00%
I

ICICI Pru Active Momentum Fund(G)-Direct Plan

+0.00%
U

Union Ultra Short to Short Term Fund(G)-Direct Plan

+0.00%

FAQs

Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan is a part of Aditya Birla Sun Life AMC Limited, it was incepted on 08 Aug 2025. This fund is managed by Mehul Dama and Priya Sridhar. It is a Not Specified type of fund.

The current NAV of Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan is ₹10.92 (as of 18 Sep 2026).

Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan has delivered 4.12% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan is ₹500.

The expense ratio of Aditya Birla SL BSE 500 Momentum 50 Index Fund(G)-Direct Plan is 0.29%.

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