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-0.52%
Cat. Avg.4.42%
2Y
Fund-6.11%
Cat. Avg.3.40%
3Y
Fund12.38%
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund13.34%
Cat. Avg.-5.56%
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 Aug, 25 | 60000 | 60135 | +0.2% | +0.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.8% | -1.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.6% | +1.7% |
| SI | 07 Sep, 22 | 2.35 L. | 2.71 L. | +15.3% | +7.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98447 | -1.6% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 86779 | -13.2% | -6.9% |
| 3Y | 20 Jul, 23 | 1 L. | 1.42 L. | +41.9% | +12.4% |
| SI | 19 Aug, 22 | 1 L. | 1.63 L. | +63.4% | +13.3% |
SIP Planner
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.