A rule-based, low-cost index fund that seeks to invest in fundamentally strong companies with the aim of building long-term wealth through disciplined, factor-based investing.
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Today’s equity landscape – A case for quality
In dynamic market conditions, long-term investment success often depends not just on capturing returns, but on sustaining them. Investors are increasingly seeking companies that demonstrate the ability to endure volatility and maintain performance over time.
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Factor-based investing – A broader lens for stock selection
Traditional index strategies typically select companies based on market capitalisation. Factor-based investing offers a deeper lens by selecting stocks based on specific traits, or ‘factors’, that have historically influenced risk and return. Quality is one such factor, focused on financial strength.
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Understanding the quality factor
The quality factor targets companies with strong balance sheets, consistent earnings, and low financial leverage. These traits have historically been associated with relatively lower drawdowns and quicker recoveries during periods of market stress, helping bring resilience to portfolios.
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Investing in Quality, the systematic way
A quality-focused index strategy applies these insights using a clear, rule-based methodology. It selects companies based on defined financial metrics, offering a disciplined and repeatable framework for portfolio construction. This approach aims to provide cost-effective exposure to financially sound businesses and support long-term wealth creation.
(source: https://mutualfund.adityabirlacapital.com/)
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund NFO Details:
| Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Scheme Name | Aditya Birla Sun Life BSE 500 Quality 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 Quality 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 Quality 50 Index Fund NFO
Application Form
Scheme Documents
(source: https://mutualfund.adityabirlacapital.com/)
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund NFO Riskometer:
