HealthyDirect · Growth
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual FundIndex Funds - Equity Funds1.1 years
The scheme seeks 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.
- NAV
- 10.6478
- 15 Sept 2026
- 1Y
- +2.4%
- Trailing CAGR
- AUM
- ₹75.47 Cr
- 31 Aug 2026
- Volatility
- High
- 17.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+2.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+5.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +5.2%
- Calendar-day CAGR
- Excess 1Y
- +1.1%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 11 recovered episodes
- Longest recovery
- 126 days
- Trough to prior peak
- Current spell
- 18 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
26 Feb 2026 – 4 Aug 2026
Trough 31 Mar 2026 · recovered in 126 days
-15.4%
6 Jan 2026 – 12 Feb 2026
Trough 2 Feb 2026 · recovered in 10 days
-6.1%
28 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-5.5%
17 Sept 2025 – 15 Oct 2025
Trough 30 Sept 2025 · recovered in 15 days
-4.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
28
Vs category
57
Consistency
100
Risk-adjusted
29
Drawdown
62
Mean
55
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 39.8%.
- Top 5
- 21.6%
- Top 10
- 39.8%
- Largest holding
- 5.0%
- Effective holdings
- 35.1
Laurus Labs Ltd
Healthcare
5.0%
Multi Commodity Exchange Of India Ltd
Financial
4.5%
Shriram Transport Finance Company Ltd
Financial
4.5%
The Federal Bank Ltd
Financial
4.1%
Eicher Motors Ltd
Consumer Discretionary
4.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns
Groww Nifty Next 50 Index Fund
Groww Mutual Fund
- 1Y
- +2.9%
- 3Y
- n/a
- Vol
- 16.6%
- Max DD
- -14.3%
- Sharpe
- 0.09
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.6%
- Vol
- 12.5%
- Max DD
- -15.4%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty 50 Equal Weight index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.2%
- Vol
- 13.7%
- Max DD
- -18.0%
- Sharpe
- 0.54
- 3Y win
- +25%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown