No matter how the coin lands, your investment strategy is already ahead.

With our latest twin index fund offerings, you now have access to two well-defined approaches - Momentum and Quality. Both are based on established investment factors and follow a disciplined, rules-based approach. Momentum aims to capture the gains from stocks on the rise while their value compounds, while Quality focuses on companies with robust financial fundamentals. Both strategies offer different strengths and are designed to help support your long-term investment goals.

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund

This fund tracks the BSE 500 Momentum 50 Total Return Index, an index that captures the top 50 companies from the BSE 500 index, selected based on their ‘Momentum’ scores. The Momentum score for each company is determined based on its 12-month price return, adjusted for price volatility. The index is rebalanced quarterly to stay aligned with evolving stock price trends. Momentum investing can help capture opportunities during strong market phases in a systematic, rule-based way.

Aditya Birla Sun Life BSE 500 Quality 50 Index Fund

This index fund tracks the BSE 500 Quality 50 Index, which identifies 50 companies from the BSE 500 Index based on quality scores. The quality score is based on strong financial. The quality score is based on strong financial parameters such as high Return on Equity (RoE), low financial leverage, and low balance sheet accruals ratio. This index is reviewed and rebalanced quarterly. Quality investing aims to build a portfolio of fundamentally sound businesses that may be better equipped to navigate different market cycles.

Momentum and Quality represent two fundamentally sound investment styles — one captures performance trends, the other emphasises enduring financial strength. Both are driven by disciplined index construction and a rules-based methodology.
Invest in the approach that aligns with your preferences, or combine both to build a well-diversified, goal-oriented portfolio.

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.

Aditya Birla Sun Life BSE 500 Quality 50 Index Fund (“Scheme”) is based on the BSE 500 Quality 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 Quality 50 Total Return Index.