{"id":12233,"date":"2025-07-29T16:28:35","date_gmt":"2025-07-29T10:58:35","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=12233"},"modified":"2025-09-03T16:22:19","modified_gmt":"2025-09-03T10:52:19","slug":"aditya-birla-sun-life-bse-500-momentum-50-index-fund-nfo","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/aditya-birla-sun-life-bse-500-momentum-50-index-fund-nfo\/","title":{"rendered":"Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund NFO: A New Passive Investment Option for 2025"},"content":{"rendered":"

[vc_section el_id=”blog-inner-layout”][vc_row overlay_dotted=””][vc_column el_class=”blog_primary”][vc_row_inner][vc_column_inner][vc_column_text css=””]Aditya Birla Sun Life Mutual Fund<\/a> has launched a new index fund \u2014 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<\/a>.<\/span>\u00a0<\/span><\/p>\n

<\/span>Key NFO Details<\/span><\/b>\u00a0<\/span><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Details<\/span><\/b>\u00a0<\/span><\/td>\nInformation<\/span><\/b>\u00a0<\/span><\/td>\n<\/tr>\n
Fund Name<\/span><\/b>\u00a0<\/span><\/td>\nAditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct \u2013 Growth)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
NFO Period<\/span><\/b>\u00a0<\/span><\/td>\n21 July 2025 to 04 August 2025<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Allotment Date<\/span><\/b>\u00a0<\/span><\/td>\n08 August 2025<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Category<\/span><\/b>\u00a0<\/span><\/td>\nEquity \u2013 Multi Cap Index<\/a><\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Risk Level<\/span><\/b>\u00a0<\/span><\/td>\nVery High<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Fund Type<\/span><\/b>\u00a0<\/span><\/td>\nOpen-ended<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Benchmark<\/span><\/b>\u00a0<\/span><\/td>\nBSE 500 Momentum 50 TRI<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Minimum Investment<\/span><\/b>\u00a0<\/span><\/td>\n\u20b91,000 (lumpsum), \u20b9500 (SIP)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Exit Load<\/span><\/b>\u00a0<\/span><\/td>\nExit load of 0.10%, if redeemed within 15 days<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Short term capital gains (STCG)<\/span><\/b>\u00a0<\/span><\/td>\nReturns taxed at 20% if you redeem before 1 year<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
Long term capital gains (LTCG)<\/span><\/b>\u00a0<\/span><\/td>\nAfter 1 year, returns above \u20b91.25 lakh in a financial year are taxed at 12.5%<\/span>\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\"\"<\/a><\/p>\n

<\/span>Investment Objective<\/span><\/b><\/span><\/h2>\n

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.<\/span>\u00a0<\/span><\/p>\n

<\/span>How Does This Compare with the Category?<\/span><\/b><\/span><\/h2>\n

While this is a new fund with no performance history, here are some top-performing funds in this category:<\/span>\u00a0<\/span><\/p>\n\n\n\n\n\n\n
Fund Name<\/span><\/b>\u00a0<\/span><\/td>\nFund Size (\u20b9 Cr)<\/span><\/b>\u00a0<\/span><\/td>\n5Y \/ Since Inception Returns<\/span><\/b>\u00a0<\/span><\/td>\n<\/tr>\n
Motilal Oswal Nifty 500 Index Fund<\/span>\u00a0<\/span><\/a><\/td>\n2,468<\/span>\u00a0<\/span><\/td>\n20% p.a. (5Y)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
UTI Nifty 500 Value 50 Index Fund<\/span><\/a>\u00a0<\/span><\/td>\n546<\/span>\u00a0<\/span><\/td>\n34% p.a. (Since Inception)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n
HDFC BSE 500 Index Fund<\/span><\/a>\u00a0<\/span><\/td>\n254<\/span>\u00a0<\/span><\/td>\n20% p.a. (Since Inception)<\/span>\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Should You Invest in This NFO?<\/span><\/b><\/span><\/h2>\n

Investing in an NFO makes sense if:<\/span>
\n\u2022 You want passive exposure to a momentum-based equity strategy.<\/span>
\n\u2022 You prefer a rule-based, index-tracking investment.<\/span>
\n\u2022 You can handle very high market risk and invest for the long term.<\/span>\u00a0<\/span><\/p>\n

However, note that, unlike established funds, NFOs have no past performance data, making them more suitable for informed investors.<\/span><\/p>\n

Also Read:<\/strong><\/span><\/p>\n