OtherEquity FundsDirect · Growth
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
Aditya Birla Sun Life · Scheme 153736
₹10.91▲ 1.08%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
—
3Y CAGR
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Risk level
High
Min SIP
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Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.81% |
| 3 Months | +6.14% |
| 6 Months | +5.12% |
| 1 Year | — |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +8.39% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns50
Consistency50
Risk-adjusted14
Downside protection92
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Max drawdown: -15%
- ✓ Direct plan: no distributor commission
What to watch
- • Sharpe ratio: 0.19
- • Sortino ratio: 0.27
Risk metrics
Sharpe ratio
0.19
Sortino ratio
0.27
Volatility
17.67%
Max drawdown
-15.37%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.