Index Fundregulargrowth
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.73%
1 Month-13.86%
3 Months-12.45%
6 Months-8.97%
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Aug 2025)-9.49%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Aug 2025)-28.23%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹67.0 Cr
Expense Ratio1.07%
Min SIP₹500
Min Lumpsum₹500
Launch Date11 Aug 2025
AMFI Code153735
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth is a Index Fund mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹67.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.07%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations