Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Stocks held by month, last 12 months collected. Source: Aditya Birla Sun Life Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| LAURUSLABS | Added | 20,662 | 21,376 | +714 | ₹4.1 cr |
| MCX | Added | 10,417 | 10,777 | +360 | ₹3.7 cr |
| SHRIRAMFIN | Added | 31,895 | 32,998 | +1,103 | ₹3.6 cr |
| FEDERALBNK | Added | 92,064 | 95,247 | +3,183 | ₹3.3 cr |
| EICHERMOT | Added | 3,975 | 4,112 | +137 | ₹3.3 cr |
| BHEL | Added | 64,592 | 66,825 | +2,233 | ₹2.9 cr |
| HINDALCO | Added | 27,546 | 28,498 | +952 | ₹2.9 cr |
| BHARATFORG | Added | 12,862 | 13,307 | +445 | ₹2.7 cr |
| CUMMINSIND | Added | 5,103 | 5,280 | +177 | ₹2.7 cr |
| ADANIPOWER | Added | 1.30 lakh | 1.34 lakh | +4,485 | ₹2.7 cr |
| GVT&D | Added | 5,887 | 6,091 | +204 | ₹2.6 cr |
| AUBANK | Added | 22,090 | 22,853 | +763 | ₹2.5 cr |
| POLYCAB | Added | 2,576 | 2,665 | +89 | ₹2.5 cr |
| NATIONALUM | Added | 61,331 | 63,451 | +2,120 | ₹2.4 cr |
| TORNTPHARM | Added | 4,686 | 4,848 | +162 | ₹2.4 cr |
| ADANIENSOL | Added | 15,636 | 16,177 | +541 | ₹2.4 cr |
| POWERINDIA | Added | 660 | 683 | +23 | ₹2.3 cr |
| ATHERENERG | Added | 13,039 | 13,490 | +451 | ₹2.3 cr |
| IDEA | Added | 13.36 lakh | 13.83 lakh | +46,195 | ₹2.0 cr |
| GLENMARK | Added | 6,694 | 6,926 | +232 | ₹1.7 cr |
| FORTIS | Added | 18,320 | 18,954 | +634 | ₹1.7 cr |
| ABCAPITAL | Added | 39,068 | 40,418 | +1,350 | ₹1.6 cr |
| NAVINFLUOR | Added | 1,740 | 1,800 | +60 | ₹1.6 cr |
| HFCL | Added | 59,881 | 61,951 | +2,070 | ₹1.5 cr |
| KEI | Added | 2,468 | 2,553 | +85 | ₹1.4 cr |
| LTF | Added | 42,493 | 43,962 | +1,469 | ₹1.4 cr |
| MUTHOOTFIN | Added | 4,203 | 4,349 | +146 | ₹1.3 cr |
| SAIL | Added | 62,147 | 64,295 | +2,148 | ₹1.3 cr |
| ANANDRATHI | Added | 5,480 | 5,669 | +189 | ₹1.3 cr |
| APARINDS | Added | 644 | 666 | +22 | ₹1.2 cr |
| ACUTAAS | Added | 3,515 | 3,636 | +121 | ₹1.1 cr |
| RBLBANK | Added | 28,441 | 29,425 | +984 | ₹1.1 cr |
| INDIANB | Added | 11,875 | 12,286 | +411 | ₹1.1 cr |
| KIRLOSENG | Added | 5,066 | 5,241 | +175 | ₹1.1 cr |
| SYRMA | Added | 6,372 | 6,592 | +220 | ₹0.95 cr |
| HINDCOPPER | Added | 16,681 | 17,258 | +577 | ₹0.91 cr |
| SAILIFE | Added | 5,406 | 5,592 | +186 | ₹0.82 cr |
| CRAFTSMAN | Added | 531 | 550 | +19 | ₹0.62 cr |
| GESHIP | Added | 4,156 | 4,299 | +143 | ₹0.56 cr |
| NETWEB | Added | 999 | 1,034 | +35 | ₹0.54 cr |
| GRANULES | Added | 5,801 | 6,001 | +200 | ₹0.50 cr |
| BELRISE | Added | 20,619 | 21,332 | +713 | ₹0.50 cr |
| USHAMART | Added | 8,342 | 8,631 | +289 | ₹0.43 cr |
| GABRIEL | Added | 2,259 | 2,337 | +78 | ₹0.34 cr |
| SCHNEIDER | Added | 2,503 | 2,590 | +87 | ₹0.32 cr |
| FORCEMOT | Added | 153 | 158 | +5 | ₹0.28 cr |
| GPIL | Added | 9,286 | 9,607 | +321 | ₹0.23 cr |
| CHENNPETRO | Added | 1,621 | 1,677 | +56 | ₹0.23 cr |
| GMDCLTD | Added | 3,462 | 3,581 | +119 | ₹0.20 cr |
| PFOCUS | Added | 4,605 | 4,764 | +159 | ₹0.14 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Aditya Birla Sun Life Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| LAURUSLABS Laurus Labs Limited | Healthcare | 21,376 | ₹4.1 cr | 5.03% |
| MCX Multi Commodity Exchange of India Limited | Financial Services | 10,777 | ₹3.7 cr | 4.51% |
| SHRIRAMFIN Shriram Finance Limited | Financial Services | 32,998 | ₹3.6 cr | 4.45% |
| FEDERALBNK The Federal Bank Limited | Financial Services | 95,247 | ₹3.3 cr | 4.10% |
| EICHERMOT Eicher Motors Limited | Automobile and Auto Components | 4,112 | ₹3.3 cr | 4.04% |
| BHEL Bharat Heavy Electricals Limited | Capital Goods | 66,825 | ₹2.9 cr | 3.58% |
| HINDALCO Hindalco Industries Limited | Metals & Mining | 28,498 | ₹2.9 cr | 3.57% |
| BHARATFORG Bharat Forge Limited | Automobile and Auto Components | 13,307 | ₹2.7 cr | 3.37% |
| CUMMINSIND Cummins India Limited | Capital Goods | 5,280 | ₹2.7 cr | 3.33% |
| ADANIPOWER Adani Power Limited | Power | 1.34 lakh | ₹2.7 cr | 3.29% |
| GVT&D GE Vernova T&D India Limited | Capital Goods | 6,091 | ₹2.6 cr | 3.26% |
| AUBANK AU Small Finance Bank Limited | Financial Services | 22,853 | ₹2.5 cr | 3.06% |
| POLYCAB Polycab India Limited | Capital Goods | 2,665 | ₹2.5 cr | 3.02% |
| NATIONALUM National Aluminium Company Limited | Metals & Mining | 63,451 | ₹2.4 cr | 2.98% |
| TORNTPHARM Torrent Pharmaceuticals Limited | Healthcare | 4,848 | ₹2.4 cr | 2.98% |
| ADANIENSOL Adani Energy Solutions Limited | Power | 16,177 | ₹2.4 cr | 2.92% |
| POWERINDIA Hitachi Energy India Limited | Capital Goods | 683 | ₹2.3 cr | 2.79% |
| ATHERENERG Ather Energy Limited | Automobile and Auto Components | 13,490 | ₹2.3 cr | 2.79% |
| IDEA Vodafone Idea Limited | Telecommunication | 13.83 lakh | ₹2.0 cr | 2.49% |
| GLENMARK Glenmark Pharmaceuticals Limited | Healthcare | 6,926 | ₹1.7 cr | 2.13% |
| FORTIS Fortis Healthcare Limited | Healthcare | 18,954 | ₹1.7 cr | 2.12% |
| ABCAPITAL Aditya Birla Capital Limited | Financial Services | 40,418 | ₹1.6 cr | 2.01% |
| NAVINFLUOR Navin Fluorine International Limited | Chemicals | 1,800 | ₹1.6 cr | 1.93% |
| HFCL HFCL Limited | Telecommunication | 61,951 | ₹1.5 cr | 1.90% |
| KEI KEI Industries Limited | Capital Goods | 2,553 | ₹1.4 cr | 1.76% |
| LTF L&T Finance Limited | Financial Services | 43,962 | ₹1.4 cr | 1.69% |
| MUTHOOTFIN Muthoot Finance Limited | Financial Services | 4,349 | ₹1.3 cr | 1.60% |
| SAIL Steel Authority of India Limited | Metals & Mining | 64,295 | ₹1.3 cr | 1.56% |
| ANANDRATHI Anand Rathi Wealth Limited | Financial Services | 5,669 | ₹1.3 cr | 1.54% |
| APARINDS Apar Industries Limited | Capital Goods | 666 | ₹1.2 cr | 1.45% |
| ACUTAAS Acutaas Chemicals Limited | Healthcare | 3,636 | ₹1.1 cr | 1.41% |
| RBLBANK RBL Bank Limited | Financial Services | 29,425 | ₹1.1 cr | 1.37% |
| INDIANB Indian Bank | Financial Services | 12,286 | ₹1.1 cr | 1.36% |
| KIRLOSENG Kirloskar Oil Engines Limited | Capital Goods | 5,241 | ₹1.1 cr | 1.36% |
| SYRMA Syrma SGS Technology Limited | Capital Goods | 6,592 | ₹0.95 cr | 1.17% |
| HINDCOPPER Hindustan Copper Limited | Metals & Mining | 17,258 | ₹0.91 cr | 1.12% |
| SAILIFE Sai Life Sciences Limited | Healthcare | 5,592 | ₹0.82 cr | 1.01% |
| CRAFTSMAN Craftsman Automation Limited | Automobile and Auto Components | 550 | ₹0.62 cr | 0.76% |
| GESHIP The Great Eastern Shipping Company Limited | Services | 4,299 | ₹0.56 cr | 0.69% |
| NETWEB Netweb Technologies India Limited | Information Technology | 1,034 | ₹0.54 cr | 0.66% |
| GRANULES Granules India Limited | Healthcare | 6,001 | ₹0.50 cr | 0.61% |
| BELRISE Belrise Industries Limited | Automobile and Auto Components | 21,332 | ₹0.50 cr | 0.61% |
| USHAMART Usha Martin Limited | Capital Goods | 8,631 | ₹0.43 cr | 0.53% |
| GABRIEL Gabriel India Limited | Automobile and Auto Components | 2,337 | ₹0.34 cr | 0.42% |
| SCHNEIDER Schneider Electric Infrastructure Limited | Capital Goods | 2,590 | ₹0.32 cr | 0.39% |
| FORCEMOT FORCE MOTORS LTD | Automobile and Auto Components | 158 | ₹0.28 cr | 0.34% |
| GPIL Godawari Power And Ispat limited | Capital Goods | 9,607 | ₹0.23 cr | 0.29% |
| CHENNPETRO Chennai Petroleum Corporation Limited | Oil, Gas & Consumable Fuels | 1,677 | ₹0.23 cr | 0.28% |
| GMDCLTD Gujarat Mineral Development Corporation Limited | Metals & Mining | 3,581 | ₹0.20 cr | 0.25% |
| PFOCUS Prime Focus Limited | Media, Entertainment & Publication | 4,764 | ₹0.14 cr | 0.17% |
Equity rows as disclosed, Aug 2026. Source: Aditya Birla Sun Life Mutual Fund monthly portfolio.
- Financial Services25.7%
- Capital Goods22.9%
- Healthcare15.3%
- Automobile and Auto Components12.3%
- Metals & Mining9.5%
- Power6.2%
- Telecommunication4.4%
- Chemicals1.9%
- Services0.7%
- Information Technology0.7%
- Oil, Gas & Consumable Fuels0.3%
- Media, Entertainment & Publication0.2%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Aditya Birla Sun Life Mutual Fund monthly portfolio; AMFI.
- Mid Cap40.1%
- Large Cap39.4%
- Small Cap20.5%
AMFI's list of Jun 2026. Source: Aditya Birla Sun Life Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +6.06 % in total | 25 Sep 2025 · NAV ₹10.2625 | 25 Sep 2026 · NAV ₹10.8847 |
| Since first NAV | +7.10 % a year, compounded | 11 Aug 2025 · NAV ₹10.0776 | 25 Sep 2026 · NAV ₹10.8847 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 153736).