Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
Index / ETF
— 3Y
Motilal Oswal Mutual Fund
Index / ETF · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 50 TRI
Motilal Oswal S&P 500 Index Fund - Direct Plan Growth is an open-ended index / etf scheme managed by Motilal Oswal 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 | +42.8% | +41.2% | +1.6% |
| 3 Years | +27.8% | +24.8% | +3.0% |
| Since inception | +27.8% | +25.3% | +2.5% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
10.6%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.03
Category avg beta 0.93.
Sharpe (risk-adjusted)
0.65
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-15.6%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-0.2%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Mahindra & Mahindra Ltd. | Automobiles | 9.3% |
| UltraTech Cement Ltd. | Materials | 7.3% |
| HDFC Bank Ltd. | Financial Services | 6.9% |
| Reliance Industries Ltd. | Energy | 14.5% |
| ICICI Bank Ltd. | Financial Services | 14.5% |
| Infosys Ltd. | Information Technology | 12.3% |
| Tata Consultancy Services Ltd. | Information Technology | 13.8% |
| Larsen & Toubro Ltd. | Construction | 8.8% |
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 2015
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
2026-01-15
Good ELSS context without pushing products.
Investor L
2026-04-15
Charts load instantly on fibre — impressive polish.
Investor I
2026-07-15
Clean disclosure layout — finally see TER and risk together.
Motilal Oswal S&P 500 Index Fund - Direct Plan Growth
Research-only · No transactions