Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Direct · Growth ₹10.39
19 Oct 2026
NAV
5.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.18
Sharpe
-15.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.29%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.47 L | 9.1% | -1.6% | 18.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 9.1% | 5.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.9% | 6.3% | -1.9% | 11.9% | -0.18 | -0.21 | 94% | — | — |
-15.4%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-3.1%
Avg Drawdown
Calmar Ratio by Duration
0.38
1Y
48
Total Holdings
39.1%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Shriram Finance Ltd | 4.42% |
| 2 | Laurus Labs Limited | 4.17% |
| 3 | The Federal Bank Limited | 4.04% |
| 4 | Multi Commodity Exchange of India Limited | 3.93% |
| 5 | GE Vernova T&D India Ltd | 3.87% |
| 6 | Adani Power Limited | 3.86% |
| 7 | Cummins India Limited | 3.84% |
| 8 | Eicher Motors Limited | 3.74% |
| 9 | Bharat Forge Limited | 3.67% |
| 10 | Bharat Heavy Electricals Limited | 3.56% |