MF Scanner
OtherEquity FundsDirect · Growth

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth

Aditya Birla Sun Life · Scheme 153736

₹11.13▲ 0.36%NAV · 2026-09-18
52
Average FundScore
Start SIP
AUM
₹76 cr
Expense ratio
0.71%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Priya SridharExit load: Exit load of 0.10%, if redeemed within 15 days.
Average · 52/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 15%.
  • ✓Max drawdown: -15%
  • ✓Expense ratio: 0.71%
  • ✓Direct plan: no distributor commission

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.29) — took on risk without enough payoff.
  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •1Y return: +7.9%
  • •Sharpe ratio: 0.29

FundScore breakdown

52/100 · Average
How it works →
36
Returns
Weak
50
Consistency
Average
19
Risk-adjusted
Weak
92
Downside protection
Excellent
71
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.