Aditya Birla Sun Life Nifty 200 Momentum 30 ETF · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹29.9061
as of 29 Sept 2026
Expense Ratio
0.74%
AUM
₹44 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.21%
- 3Y
- +8.60%
- 5Y
- —
- Since Inception
- +11.84%
SIP returns (XIRR)
- 1Y
- -4.94%
- 3Y
- -1.03%
- 5Y
- —
- Since Inception
- +5.60%
What history actually did — last 4 years (Sept 2022 – Sept 2026)
A ₹5,000 monthly SIP for the last 4 years (Sept 2022 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,63,685 today — ₹2,40,000 invested, 4.7% XIRR.
₹2,40,000
Invested
₹2,63,685
Value today
4.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Sept 2022 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,56,091 today (11.8% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Sept 2022 – Sept 2026) (3 Jun 2024) would be ₹83,054 today (0.83×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.20
Sharpe Ratio
—
Alpha
—
Beta
0.20
Sortino
17.56%
Std Dev
-16.09%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Electrical Equipment15.99%
- Power13.39%
- Pharmaceuticals & Biotechnology10.53%
- Capital Markets9.99%
- Industrial Products8.96%
- Non - Ferrous Metals7.88%
- Finance7.69%
- Auto Components6.57%
- Ferrous Metals6.45%
- Diversified Metals4.30%
- Banks3.96%
- Telecom - Services2.10%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Investment objective — in the AMC’s words
The investment objective of the Scheme is to generate returns that are in line with the performance of Nifty 200 Momentum 30 Index, subject to tracking errors.
About This Fund
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF · Regular · Growth is a ETF mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹44.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 200 Momentum 30 TRI. The current expense ratio is 0.74%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations