Aditya Birla Sun Life NIFTY 200 Momentum 30 ETF
Expense Ratio: 0.29
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 29-07-2022
Exit Load: Nil
Fund Size:₹43.57 Cr
Performance
1Y
Fund-8.21%
Cat. Avg.-0.91%
2Y
Fund-11.64%
Cat. Avg.0.60%
3Y
Fund7.95%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund11.27%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Shriram Finance Ltd | 2.24 | 5.07% |
| 2 | Cummins India Limited | 2.23 | 5.05% |
| 3 | NTPC Limited | 2.19 | 4.96% |
| 4 | Multi Commodity Exchange of India Limited | 2.19 | 4.96% |
| 5 | BSE Limited | 2.18 | 4.93% |
| 6 | Tata Steel Limited | 2.17 | 4.91% |
| 7 | Hindalco Industries Limited | 2.15 | 4.86% |
| 8 | GE Vernova T&D India Ltd | 2.15 | 4.86% |
| 9 | Adani Power Limited | 2.14 | 4.83% |
| 10 | Laurus Labs Limited | 2.11 | 4.78% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57369 | -4.4% | -9.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.5% | -4.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -5.0% | -3.4% |
| SI | 07 Sep, 22 | 2.50 L. | 2.73 L. | +9.1% | +4.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 91795 | -8.2% | -8.2% |
| 2Y | 16 Oct, 24 | 1 L. | 78068 | -21.9% | -11.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.26 L. | +25.8% | +7.9% |
| SI | 19 Aug, 22 | 1 L. | 1.56 L. | +55.9% | +11.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.