MonitorDirect · GrowthWatch before adding
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual FundIndex Funds - Equity Funds1.2 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
- 10.3466
- 30 Oct 2026
- 1Y
- -1.6%
- Trailing CAGR
- AUM
- ₹97.85 Cr
- 30 Sept 2026
- Volatility
- High
- 17.4% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 1-year windows.
Prefer peers if · Prefer Aditya Birla Sun Life BSE 500 Quality 50 Index Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Fail
1.2 years - thin for judging consistency.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.81% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -15.4%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Mehul Dama · 0.3 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 40.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 15%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-1.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+2.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +2.2%
- Calendar-day CAGR
- Excess 1Y
- +4.7%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -15.4%
- Worst peak-to-trough
- Current
- -8.2%
- Below last peak
- Current spell
- 63 days
- Days below latest peak
- Time below peak
- +90%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 11 recovered episodes
- Longest recovery
- 126 days
- Trough to prior peak
26 Feb 2026 – 4 Aug 2026
Trough 31 Mar 2026 · recovered in 126 days
-15.4%
28 Aug 2026 – open
Trough 23 Oct 2026 · not recovered
-12.5%
6 Jan 2026 – 12 Feb 2026
Trough 2 Feb 2026 · recovered in 10 days
-6.1%
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
19
Vs category
79
Consistency
100
Risk-adjusted
19
Drawdown
62
Mean
56
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
Portfolio
30 Sept 2026 · 51 holdings · top 10 are 40.0%.
- Top 5
- 20.6%
- Top 10
- 40.0%
- Largest holding
- 4.3%
- Effective holdings
- 35.2
Laurus Labs Ltd
Healthcare
4.3%
Samvardhana Motherson International Ltd
Consumer Discretionary
4.2%
Multi Commodity Exchange Of India Ltd
Financial
4.1%
Divi's Laboratories Ltd
Healthcare
4.1%
Bharat Heavy Electricals Ltd
Industrials
4.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -4.2%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.34
- 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
- -5.1%
- 3Y
- +11.3%
- Vol
- 13.7%
- Max DD
- -18.0%
- Sharpe
- 0.46
- 3Y win
- +15%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -4.7%
- 3Y
- +13.5%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Axis Nifty Midcap 50 Index Fund
Axis Mutual Fund
- 1Y
- -2.9%
- 3Y
- +14.6%
- Vol
- 17.1%
- Max DD
- -20.3%
- Sharpe
- 0.64
- 3Y win
- +100%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Groww Nifty Next 50 Index Fund
Groww Mutual Fund
- 1Y
- -2.8%
- 3Y
- n/a
- Vol
- 16.6%
- Max DD
- -14.3%
- Sharpe
- -0.18
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns