How to check the XIRR of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth?

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

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

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

Use the MutualSaathi Portfolio Analyzer to compare Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth 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.2.61%

FundN/A

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund5.39%

Cat. Avg.7.02%

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	Shriram Finance Ltd	Equity	Listed	Large Cap	Finance	3.27	4.42%
2	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	3.08	4.17%
3	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	2.99	4.04%
4	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	2.90	3.93%
5	GE Vernova T&D India Ltd	Equity	Listed	Mid Cap	Electrical Equipment	2.86	3.87%
6	Adani Power Limited	Equity	Listed	Large Cap	Power	2.85	3.86%
7	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	2.84	3.84%
8	Eicher Motors Limited	Equity	Listed	Large Cap	Automobiles	2.76	3.74%
9	Bharat Forge Limited	Equity	Listed	Mid Cap	Auto Components	2.71	3.67%
10	Bharat Heavy Electricals Limited	Equity	Listed	Large Cap	Electrical Equipment	2.63	3.56%

Similar Funds

Aditya Birla Sun Life Liquid Fund- Discipline Advantage Plan

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 0.35

NAV / Fund Size

₹302.65₹55,408.32 Cr

Incep: 04-06-1997

Liquid FundModerate RiskDebt

6.56%

7.00%

7.19%

6.26%

22.21%

Fund Details

Aditya Birla Sun Life Liquid Fund- Discipline Advantage Plan

NAV / Fund Size₹302.65₹55,408.32 Cr

Liquid FundModerate RiskDebt

6.56%

7.00%

7.19%

6.26%

22.21%

Bank Of India Small Cap Fund Regular Plan Growth

Bank of India Mutual Fund

Expense Ratio: 2.02

NAV / Fund Size

₹55.26₹1,942.06 Cr

Incep: 28-11-2018

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Fund Details

Bank Of India Small Cap Fund Regular Plan Growth

NAV / Fund Size₹55.26₹1,942.06 Cr

Small Cap FundVery High RiskEquity

14.32%

9.83%

21.26%

18.42%

25.33%

Aditya Birla Sun Life Large Cap Fund-Growth

Aditya Birla Sun Life Mutual Fund

Expense Ratio: 1.62

NAV / Fund Size

₹518.24₹31,431.76 Cr

Incep: 23-09-2002

Large Cap FundVery High RiskEquity

-1.84%

0.84%

9.89%

11.16%

13.26%

Fund Details

Aditya Birla Sun Life Large Cap Fund-Growth

NAV / Fund Size₹518.24₹31,431.76 Cr

Large Cap FundVery High RiskEquity

-1.84%

0.84%

9.89%

11.16%

13.26%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Sep, 25	55000	56965	+3.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	11 Aug, 25	1 L.	1.05 L.	+5.4%	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.