- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund shown here is of
Growthplan.
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The Total Expense Ratio (TER) of the fund is
%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is an
Equityoriented mutual fund in the
- Flexi Cap Fundcategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns. -
is the benchmark for Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
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Name of the AMC is
Aditya Birla Sun Life Mutual Fund.
Click here to
know moreabout Aditya Birla Sun Life Mutual Fund.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund managed by following fund manager(s);
How does the
Return Comparison of the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund fare against peer funds in the Flexi Cap fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Flexi Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 1.96% | 10.42% | 12.10% | 10.22% | 29.42% | 25.66% | 31.27% | 17.98% | |
| Category Average | -0.62% | 6.40% | 7.33% | 1.55% | 18.78% | 19.06% | 21.74% | 13.48% | |
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund | - | - | - | - | - | - | - | - | - |
| Nippon India Multicap Fund | -0.31% | 8.82% | 11.72% | 3.38% | 22.97% | 25.66% | 31.27% | 14.66% | |
| Motilal Oswal Flexi Cap Fund | -1.98% | 7.20% | 8.60% | 8.44% | 29.42% | 25.03% | 19.39% | 12.81% | |
| Invesco India Flexi Cap Fund | 0.53% | 10.42% | 12.10% | 9.22% | 26.07% | - | - | - | |
| Kotak Multicap Fund | -0.88% | 6.62% | 5.53% | -1.31% | 23.30% | 24.82% | - | - | |
| HDFC Flexi Cap Fund | -0.47% | 3.88% | 10.58% | 7.64% | 23.54% | 24.61% | 28.36% | 15.24% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund are shown below;
Equity -
Debt %
Others 0.00%
Riskometer
