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Compare Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.07 | 1.7 |
NAV | ₹10.41 | ₹61.47 |
Fund Started | 21 Jul 2025 | 07 Apr 2014 |
Fund Size | ₹59.76 Cr | ₹14319.21 Cr |
Exit Load | Exit load of 0.10%, if redeemed within 15 days. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.07
1.7
NAV
₹10.41
₹61.47
Fund Started
21 Jul 2025
07 Apr 2014
Fund Size
₹59.76 Cr
₹14319.21 Cr
Exit Load
Exit load of 0.10%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | - | -2.35% |
3 Year | - | 20.76% |
5 Year | - | 16.62% |
1 Year
-
-2.35%
3 Year
-
20.76%
5 Year
-
16.62%
Holding Analysis
Equity | 100.04% | 89.28% |
Cash | -0.04% | 10.72% |
Equity
100.04%
89.28%
Cash
-0.04%
10.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Divi's Laboratories Ltd. | 4.48% |
Bharti Airtel Ltd. | 4.37% |
Bajaj Finance Ltd. | 4.33% |
Maruti Suzuki India Ltd. | 4.31% |
Fortis Healthcare Ltd. | 4.26% |
One97 Communications Ltd. | 4.22% |
Eicher Motors Ltd. | 4.13% |
HDFC Bank Ltd. | 4.11% |
Max Healthcare Institute Ltd. | 3.91% |
ICICI Bank Ltd. | 3.86% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Eternal Ltd. | 8.88% |
Dixon Technologies (India) Ltd. | 8.66% |
Coforge Ltd. | 8.52% |
Kalyan Jewellers India Ltd. | 8.36% |
Polycab India Ltd. | 8.29% |
Trent Ltd. | 7.38% |
Cholamandalam Investment and Finance Company Ltd. | 6.96% |
CG Power and Industrial Solutions Ltd. | 6.17% |
Siemens Energy India Ltd. | 4.45% |
Fund Manager
Name | Priya Sridhar | Ajay Khandelwal |
Start Date | 21 Jul 2025 | 25 Jul 2025 |
Name
Priya Sridhar
Ajay Khandelwal
Start Date
21 Jul 2025
25 Jul 2025
About Fund
Description | The scheme seeks 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. | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 21 Jul 2025 | 07 Apr 2014 |
Description
The scheme seeks 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.
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
21 Jul 2025
07 Apr 2014