Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Regular Growth is an index scheme managed by Aditya Birla Sun Life Mutual Fund. The total expense ratio is 1.09% on assets of ₹75Cr. The fund is currently managed by Ms. Priya Sridhar, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Multi Commodity Exchange of India Ltd | Financial Services | 4.41% |
| Hindustan Aeronautics Ltd | Industrials | 4.06% |
| Computer Age Management Services Limited | Technology | 1.31% |
| Mazagon Dock Shipbuilders Limited | Industrials | 1.25% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Markets | 2 | 13.59% |
| IT - Software | 5 | 12.49% |
| Electrical Equipment | 5 | 11.87% |
| Food Products | 2 | 8.06% |
| Diversified FMCG | 2 | 7.73% |
| Aerospace & Defense | 1 | 4.55% |
| Chemicals & Petrochemicals | 2 | 4.21% |
| Industrial Products | 1 | 4.09% |
| Automobiles | 2 | 4.08% |
| Consumable Fuels | 1 | 4.05% |
| Pharmaceuticals & Biotechnology | 3 | 3.98% |
| Non - Ferrous Metals | 2 | 3.85% |
| Personal Products | 3 | 3.15% |
| Agricultural Food & other Products | 1 | 3.15% |
| Consumer Durables | 1 | 2.84% |
| Textiles & Apparels | 1 | 1.94% |
| Industrial Manufacturing | 1 | 1.25% |
| Auto Components | 2 | 1.21% |
| Leisure Services | 1 | 0.97% |
| Petroleum Products | 1 | 0.72% |
| Finance | 1 | 0.59% |
| Healthcare Services | 1 | 0.55% |
| Construction | 1 | 0.54% |
| Retailing | 1 | 0.38% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 11.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.