Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Direct · Growth ₹10.69
06 Jul 2026
NAV
—
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.
NA
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 | ₹12.42 L | 7.4% | 4.3% | 9.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.4% | 14.5% | 9.1% | -7.0% |
Not enough data to compute rolling returns.
-15.4%
Max Drawdown
1 mo
Drawdown Duration
Not recovered
Recovery Time
-3.2%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.40 | 1.14 | 109.8% | 98.6% | 6.3% | -1.0% |
| 3 Years | +3.38 | 1.14 | 109.8% | 98.6% | 2.1% | -0.3% |
| 5 Years | +2.39 | 1.14 | 109.8% | 98.6% | 1.2% | -0.2% |
| 7 Years | +1.99 | 1.14 | 109.8% | 98.6% | 0.9% | -0.1% |
| 10 Years | +1.66 | 1.14 | 109.8% | 98.6% | 0.6% | -0.1% |
| 12 Years | +1.55 | 1.14 | 109.8% | 98.6% | 0.5% | -0.1% |
| 15 Years | +1.43 | 1.14 | 109.8% | 98.6% | 0.4% | -0.1% |
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% |