Aditya Birla Sun Life Mutual Fund has launched a new index fund — Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund, now open for subscription from 21st July to 4th August 2025. With a very high-risk profile, this NFO aims to replicate the performance of the BSE 500 Momentum 50 Total Return Index.
Key NFO Details
| Details | Information |
| Fund Name | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct – Growth) |
| NFO Period | 21 July 2025 to 04 August 2025 |
| Allotment Date | 08 August 2025 |
| Category | Equity – Multi Cap Index |
| Risk Level | Very High |
| Fund Type | Open-ended |
| Benchmark | BSE 500 Momentum 50 TRI |
| Minimum Investment | ₹1,000 (lumpsum), ₹500 (SIP) |
| Exit Load | Exit load of 0.10%, if redeemed within 15 days |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Investment Objective
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the BSE 500 Momentum 50 Total Return Index, subject to tracking errors.
How Does This Compare with the Category?
While this is a new fund with no performance history, here are some top-performing funds in this category:
| Fund Name | Fund Size (₹ Cr) | 5Y / Since Inception Returns |
| Motilal Oswal Nifty 500 Index Fund | 2,468 | 20% p.a. (5Y) |
| UTI Nifty 500 Value 50 Index Fund | 546 | 34% p.a. (Since Inception) |
| HDFC BSE 500 Index Fund | 254 | 20% p.a. (Since Inception) |
Should You Invest in This NFO?
Investing in an NFO makes sense if:
• You want passive exposure to a momentum-based equity strategy.
• You prefer a rule-based, index-tracking investment.
• You can handle very high market risk and invest for the long term.
However, note that, unlike established funds, NFOs have no past performance data, making them more suitable for informed investors.
Also Read:
- SBI Dynamic Asset Allocation Active FOF NFO: A High-Risk Fund of Funds Approach for 2025
- Mirae Asset Multi Factor Passive FOF & Gold Silver Passive FoF NFOs: Diversified Investment Strategies for 2025
- JioBlackRock NFOs: A Comprehensive Look at 5 Index Funds for 2025
- Kotak Active Momentum Fund NFO: A Thematic Investment Approach for 2025
- Motilal Oswal Special Opportunities Fund NFO: A Thematic Approach to Long-Term Growth
- Zerodha Multi Asset Passive FoF NFO: A Diversified Passive Approach for 2025
About Aditya Birla Sun Life Mutual Fund
| Details | Information |
| Total AUM | ₹4,05,267 Cr (as on June 30, 2025) |
| Number of Schemes | 88 |
Some of their funds include:
| Fund Name | AUM (₹ Cr) | 1Y Return | 5Y CAGR |
| Aditya Birla Sun Life PSU Equity Fund | 5,687 | -11.85% | 32.18% |
| Aditya Birla Sun Life Infrastructure Fund | 1,171 | -6.54% | 31.28% |
| Aditya Birla Sun Life Small Cap Fund | 5,134 | -3.99% | 28.30% |
| Aditya Birla Sun Life Mid Cap Fund | 6,205 | 0.45% | 27.34% |
| Aditya Birla Sun Life Value Fund | 6,371 | -5.49% | 25.68% |
| Aditya Birla Sun Life Dividend Yield Fund | 1,524 | -7.46% | 23.69% |
Final Thoughts
If you’re looking for passive exposure to momentum-based stocks within the BSE 500 universe, the Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund NFO may be worth considering.
Before investing, review the scheme document carefully and ensure the fund fits your risk appetite and long-term goals.
