A rules-based, low-cost index fund that aims to capture stocks demonstrating upward price momentum.
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Investors are looking beyond the benchmark
Today’s investors are looking beyond just matching the market. In the pursuit of alpha, they are turning to strategies that are grounded in logic, data, and discipline.
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Factor investing – A structured, evidence-based approach
Factor investing is a structured and data-driven approach that focuses on specific characteristics, known as factors, that have historically influenced stock performance. By combining the objectivity of passive investing with the selectivity of active strategies, factor investing offers a disciplined way to build portfolios.
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Momentum – A focus on recent price trends
Among the various factors, momentum focuses on stocks that have demonstrated strong recent price trends, regardless of size or sector. The approach is based on the idea that stocks showing positive price trends may continue to perform relatively well in the short to medium term.
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A momentum index fund – Capturing prevailing trends
This index fund tracks a momentum-based index designed to identify and include stocks with recent upward price momentum. It offers a cost-effective, rules-based approach to investing in companies that exhibit positive momentum based on defined criteria. It aims to enhance long-term compounding potential by staying aligned with outperformers across evolving market cycles.
(source: https://mutualfund.adityabirlacapital.com/)
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund NFO Details:
| Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Scheme Name | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund |
| Objective of Scheme | The investment objective of the scheme is 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. |
| Scheme Type | Open Ended |
| Scheme Category | Other Scheme – Index Funds |
| New Fund Launch Date | 21-Jul-2025 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 04-Aug-2025 |
| Indicate Load Seperately | |
| Minimum Subscription Amount | 500 |
| For Further Details Please Visit Website | https://mutualfund.adityabirlacapital.com/ |
(source: https://www.amfiindia.com/)
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund NFO
Application Form
Scheme Documents
(source: https://mutualfund.adityabirlacapital.com/)
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund NFO Riskometer:
