Aditya Birla Sun Life AMC Limited

Data saved unsucessfull

A rules-based, low-cost index fund that aims to capture stocks demonstrating upward price momentum.


  • 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.

  • 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.

  • 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.

  • 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.

For detailed stock selection criteria & index methodology visit: BSE Factor Indices Methodology document




Forms & Downloads

Presentation

  • Presentation
Download

KIM

Download

SID

Download
For more information on the scheme, please refer to SID/KIM of the scheme. Past performance may or may not be sustained in the future. Aditya Birla Sun Life AMC Limited /Aditya Birla Sun Life Mutual Fund is not guaranteeing/offering/communicating any indicative yield/returns on investments.

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (“Scheme”) is based on the BSE 500 Momentum 50 Total Return Index. BSE® is a registered trademark of BSE Limited. The Scheme is not sponsored, endorsed, marketed or promoted by BSE or their respective affiliates. Please refer to the Scheme Information Document for disclaimers w.r.t. BSE 500 Momentum 50 Total Return Index.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.