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

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

Direct GrowthHigh Risk

+8.97%

1Y annualised

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Buy, Hold or Sell?

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NAV : 28 Aug 2026

₹11.00

Min. SIP amount

₹500

Fund size (AUM)

77 Cr

Expense ratio

0.25%

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
3,31,510

Stock Allocation

Stock nameSectorAllocation
Multi Commodity Exchange Of India LimitedFinance4.42%
Hdfc Asset Management Company LimitedFinance3.98%
Nestle India LimitedFmcg3.69%

Fund Composition

77 Cr

Large Cap

57.37%

Mid Cap

32.82%

Small Cap

9.51%

Others

0.29%

Sector Allocation

77 Cr

Fmcg

20.18%

It

13.65%

Capital Goods

13.56%

Finance

12.61%

Automobile & Ancillaries

9.86%

Healthcare

4.87%

Mining

3.95%

Chemicals

3.92%

Others

16.39%

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%
K

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

+0.00%
I

ICICI Pru Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Active Momentum Fund(G)-Direct Plan

+0.00%
J

JioBlackRock Nifty Next 50 Index Fund(G)-Direct Plan

+0.00%
J

JioBlackRock Nifty Midcap 150 Index Fund(G)-Direct Plan

+0.00%

FAQs

Aditya Birla SL BSE 500 Quality 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 Quality 50 Index Fund(G)-Direct Plan is ₹11.00 (as of 28 Aug 2026).

Aditya Birla SL BSE 500 Quality 50 Index Fund(G)-Direct Plan has delivered 8.97% 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 Quality 50 Index Fund(G)-Direct Plan is ₹500.

The expense ratio of Aditya Birla SL BSE 500 Quality 50 Index Fund(G)-Direct Plan is 0.25%.

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