Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life BSE 500 Momentum 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 Quality 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) |
|---|---|---|---|
| Since inception | +12.6% | +9.9% | +2.7% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
11.8%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.97
Category avg beta 0.94.
Sharpe (risk-adjusted)
0.74
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-16.8%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-0.8%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Healthcare | 4% |
| Hindustan Unilever Ltd. | Consumer Staples | 14.5% |
| Mahindra & Mahindra Ltd. | Automobiles | 14.1% |
| UltraTech Cement Ltd. | Materials | 14.5% |
| HDFC Bank Ltd. | Financial Services | 13.2% |
| Reliance Industries Ltd. | Energy | 12% |
| ICICI Bank Ltd. | Financial Services | 7.8% |
| Infosys Ltd. | Information Technology | 10% |
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
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor K
2026-03-15
Clean disclosure layout — finally see TER and risk together.
Investor L
2026-08-15
Compare tray makes advisor conversations faster.
Investor M
2026-01-15
Wish rolling returns were longer — still better than PDF brochures.
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Direct Growth
Research-only · No transactions