Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout

Q: How to check the XIRR of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout?

You can track the exact XIRR and portfolio overlapping of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout?

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout with other funds, PMS, and AIFs to detect hidden stock overlaps.

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.07

Risk: -

Other Scheme - Index Funds

Plan: Regular

Benchmark: -

Inception: 21-07-2025

Exit Load: Nil

Fund Size:₹57.93 Cr

Performance

FundN/A

Cat. Avg.2.11%

FundN/A

Cat. Avg.2.84%

FundN/A

Cat. Avg.10.63%

FundN/A

Cat. Avg.10.84%

10Y

FundN/A

Cat. Avg.11.51%

Fund4.73%

Cat. Avg.6.99%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	2.42	4.18%
2	TVS Motor Company Limited	Equity	Listed	Large Cap	Automobiles	2.40	4.14%
3	Vedanta Limited	Equity	Listed	Large Cap	Diversified Metals	2.33	4.02%
4	Eicher Motors Limited	Equity	Listed	Large Cap	Automobiles	2.33	4.02%
5	State Bank of India	Equity	Listed	Large Cap	Banks	2.30	3.98%
6	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense	2.26	3.90%
7	Shriram Finance Ltd	Equity	Listed	Large Cap	Finance	2.17	3.74%
8	SBI Life Insurance Company Limited	Equity	Listed	Large Cap	Insurance	2.16	3.74%
9	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	2.13	3.67%
10	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	2.12	3.66%

Similar Funds

SBI NIFTY 50 ETF

SBI Mutual Fund

Expense Ratio: 0.04

NAV / Fund Size

₹260.69₹2,18,354.97 Cr

Incep: 20-07-2015

Other ETFsVery High RiskOther

-1.88%

0.52%

7.86%

10.39%

10.63%

Fund Details

SBI NIFTY 50 ETF

NAV / Fund Size₹260.69₹2,18,354.97 Cr

Other ETFsVery High RiskOther

-1.88%

0.52%

7.86%

10.39%

10.63%

Invesco India Smallcap Fund - Regular Plan - Growth

Invesco Mutual Fund

Expense Ratio: 1.71

NAV / Fund Size

₹47.00₹9,222.52 Cr

Incep: 10-10-2018

Small Cap FundVery High RiskEquity

9.18%

11.23%

22.34%

18.84%

22.06%

Fund Details

Invesco India Smallcap Fund - Regular Plan - Growth

NAV / Fund Size₹47.00₹9,222.52 Cr

Small Cap FundVery High RiskEquity

9.18%

11.23%

22.34%

18.84%

22.06%

Aditya Birla Sun Life NIFTY Bank ETF

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.14

NAV / Fund Size

₹59.40₹2,850.79 Cr

Incep: 16-10-2019

Other ETFsVery High RiskOther

3.55%

5.90%

8.53%

-29.56%

-20.99%

Fund Details

Aditya Birla Sun Life NIFTY Bank ETF

NAV / Fund Size₹59.40₹2,850.79 Cr

Other ETFsVery High RiskOther

3.55%

5.90%

8.53%

-29.56%

-20.99%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Sep, 25	55000	56608	+2.9%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	11 Aug, 25	1 L.	1.05 L.	+4.7%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.