🎯Investment Objective
“The investment objective of the Scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX Financial Services 3 to 6 Months Debt Index before expenses, subject to tracking errors.”
Source: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund scheme information document
AI Summary
indian-fundStrengths1
- Very low cost — expense ratio of 0.29%
Concerns0
Rule-based from financial data. Not advice.
Asset Allocation
Sector Allocation
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings51 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Shriram Finance Ltd | Finance | 4.9% | - | |
| 2 | Bharat Electronics Limited | Aerospace & Defense | 4.4% | - | |
| 3 | Eicher Motors Limited | Automobiles | 4.2% | - | |
| 4 | TVS Motor Company Limited | Automobiles | 4.1% | - | |
| 5 | SBI Life Insurance Company Limited | Insurance | 3.9% | - | |
| 6 | InterGlobe Aviation Limited | Transport Services | 3.8% | - | |
| 7 | Bajaj Finance Limited | Finance | 3.8% | - | |
| 8 | Bajaj Finserv Limited | Finance | 3.7% | - | |
| 9 | Maruti Suzuki India Limited | Automobiles | 3.5% | - | |
| 10 | Bharti Airtel Limited | Telecom - Services | 3.5% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +4.687749936486707% | +19.228213811136353% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.