FundLens
54
Index — Factor / Smart BetaHold

ABSL BSE 500 Momentum 50 Index

Aditya Birla Sun Life · Direct–Growth · rank #24 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
7.9%
+5.2% vs index
3 Years
5 Years
Since launch
8.4%

Year-by-year performance

last entry = YTD
2026
+4.1%

Why this score

ABSL BSE 500 Momentum 50 Index scores 54/100 — #24 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for alpha and 1y return — beating 92% of peers on alpha. The main drag is its volatility (better than only 36% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Alpha4.21 · 92nd percentile in category
1Y return7.87% · 84th percentile in category
Volatility17.06 · 36th percentile in category
Expense ratio0.84% · 35th percentile in category
Fund size73.87 Cr · 35th percentile in category
Sharpe ratio0.11 · 55th percentile in category

Top holdings

top 5 = 21.7% of portfolio
1.Laurus Labs Ltd4.97%
2.Shriram Transport Finance Company Ltd4.42%
3.The Federal Bank Ltd4.38%
4.Eicher Motors Ltd4.13%
5.Bharat Forge Ltd3.75%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Factor / Smart Beta funds