Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Review – Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Review Direct NFO Open on 21 July 2025 and Close on 04 August 2025. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Direct NFO Allotment Date is 08 August 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open ended Index Fund replicating the BSE 500 Momentum 50 Total Return Index.
Scheme Benchmark: BSE 500 Momentum 50 Total Return Index
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| Financial Services | 46.18 |
| Healthcare | 14.31 |
| Chemicals | 10.04 |
| Capital Goods | 7.63 |
| Services | 6.71 |
| Information Technology | 6.33 |
| Fast Moving Consumer Goods | 2.19 |
| Consumer Durables | 2.18 |
| Metals & Mining | 1.53 |
| Power | 1.50 |
| Telecommunication | 0.95 |
| Automobile and Auto Components | 0.46 |
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Important Date
| Scheme Offer | Aditya Birla Mutual Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 21 July 2025 |
| Close Date | 04 Aug 2025 |
| Allotment Date | 08 Aug 2025 |
| Category | Index Fund |
| Min Inv ₹ | ₹500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | BSE 500 Momentum 50 Total Return Index |
Investment Objective of the Scheme?
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as
represented by the BSE 500 Momentum 50 Total Return Index, subject to tracking errors.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Other Details
| Exit Load | 0.10% |
|---|---|
| Exit Load Details | Exit load of 0.10%, if redeemed within 15 days. |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity & Equity related instruments constituting the BSE 500 Momentum 50 Index | 95% | 100% |
| Debt and Money Market Instruments (including Cash and Cash Equivalent) | 0% | 5% |
Manager Manage the Scheme?
Fund Manger : Ms. Priya Sridhar
Qualification : Master’s in financial management from Mumbai University
Experience : Ms. Priya Sridhar has an experience of over 16 years in dealing activities in equity segment including ETFs and Index Funds. Prior to joining ABSLAMC, she was associated with ICICI Prudential Asset Management Company as Fund Manager and Dealer – Passive Funds. She has also worked with ITI Asset Management Limited as Senior Dealer – Equity and Arbitrage Funds.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Sector Representation
| Sector | Weightage |
|---|---|
| InterGlobe Aviation Ltd. | 5.18 |
| HDFC Life Insurance Company Ltd. | 5.07 |
| Bajaj Finserv Ltd. | 5.00 |
| Bajaj Finance Ltd. | 4.94 |
| SBI Life Insurance Company Ltd. | 4.88 |
| BSE Ltd. | 4.86 |
| Kotak Mahindra Bank Ltd. | 4.81 |
| Max Healthcare Institute Ltd. | 4.69 |
| Divi's Laboratories Ltd. | 4.62 |
| Cholamandalam Investment and Finance Company Ltd. | 3.72 |
Where Will the Scheme Invest?
- Equity and Equity related instruments constituting the BSE 500 Quality 50 Index.
- Securities created and issued by Governments of India and/or reverse repos in such Government Securities / Treasury Bills as may be permitted by RBI.
- Securities guaranteed by the Central and State Governments (including but not limited to coupon bearing bonds, zero coupon bonds and treasury bills).
- Fixed Income Securities of domestic Government agencies and statutory bodies, which may or may not carry a Central/State Government guarantee.
- Corporate debt and securities (of both public and private sector undertakings) including Bonds, Debentures, Notes, Strips etc.
- Money market instruments including commercial papers, commercial bills, treasury bills, Government securities having an unexpired maturity upto one year, call or notice money, certificate of deposit, usance bill and any other like instruments as specified by the Reserve Bank of India from time to time subject to regulatory approvals, if any.
- Certificate of Deposits (CDs).
- Commercial Paper (CPs).
- The non-convertible part of convertible securities.
- Pass through, Pay through or other Participation Certificates, representing interest in a pool assets including receivables.
- Derivative instruments like Stock Options, Index Options.
- Mutual Fund units.
- Any other instruments as may be permitted by RBI/SEBI under prevailing laws from time to time.
Also Read: Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Review
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Registrar
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Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Form Download
People also ask F&Q
Question 1: Is Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund good or bad?
Answer 1: Yes, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is a good choice for investors & Retailer Also.
Question 2: What NAV will I get, if I invest in NFO period of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund?
Answer 1: A NAV of approx ₹10.00/-.
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