Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Direct Growth
Index / ETF
— 3Y
Aditya Birla Sun Life Mutual Fund
Index / ETF · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 50 TRI
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth is an open-ended index / etf scheme managed by Aditya Birla Sun Life Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +4.0% | +1.6% | +2.4% |
| Since inception | +3.7% | +1.0% | +2.7% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
12.5%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.98
Category avg beta 0.96.
Sharpe (risk-adjusted)
0.94
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-20.9%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-1.2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Maruti Suzuki India Ltd. | Automobiles | 10% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 14.5% |
| Hindustan Unilever Ltd. | Consumer Staples | 8% |
| Mahindra & Mahindra Ltd. | Automobiles | 6% |
| UltraTech Cement Ltd. | Materials | 10.6% |
| HDFC Bank Ltd. | Financial Services | 14.5% |
| Reliance Industries Ltd. | Energy | 14.5% |
| ICICI Bank Ltd. | Financial Services | 9% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2017
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life Mutual Fund
Index / ETF
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
Research-only · No transactions