Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund vs Kotak Nifty500 Momentum 50 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is an Index fund and Kotak Nifty500 Momentum 50 Index Fund is an Index fund. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund charges 0.81% a year and Kotak Nifty500 Momentum 50 Index Fund 0.68% (Direct plans). Their portfolios overlap 63.4%: they hold 34 of the same securities.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Index
- Expense ratio
- 0.81%
- NAV
- ₹10.35
Kotak Nifty500 Momentum 50 Index Fund
Index
- Expense ratio
- 0.68%
- NAV
- ₹9.75
Which is better, Aditya Birla Sun Life BSE 500 Momentum 50 Index or Kotak Nifty500 Momentum 50 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Kotak Nifty500 Momentum 50 Index costs less: 0.68% a year against 0.81% (Direct plans).
- Kotak Nifty500 Momentum 50 Index fell less in its worst fall since 18-12-2025: −14.4% against −15.4%.
- Aditya Birla Sun Life BSE 500 Momentum 50 Index is the larger fund: ₹98 Cr against ₹27 Cr.
- Their portfolios overlap 63.4%: 34 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund | Kotak Nifty500 Momentum 50 Index Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Index | Index |
| AUM | ₹98 Cr (30-09-2026) | ₹27 Cr (30-09-2026) |
| NAV | ₹10.35 (Direct) | ₹9.75 (Direct) |
| Expense ratio (Direct) | 0.81% | 0.68% |
| Expense ratio (Regular) | 1.53% | 1.00% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 Momentum 50 TRI | Nifty 500 Momentum 50 TRI |
| Launch date | 08-08-2025 | 11-12-2025 |
| Minimum investment | ₹500 | ₹100 |
| Lock in | None | None |
| Fund managers | Priya Sridhar, Mehul Dama | Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar |
| Exit load | For redemption/switch out of units on or before 15 days from the date of allotment - 0.10% of applicable NAV For redemption/switch out of units on or after 15 days from the date of allotment - NIL | NIL |
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs Kotak Nifty500 Momentum 50 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) | −2.84% | −2.28% | +1.63% | −1.56% | -- | -- | -- |
| Kotak Nifty500 Momentum 50 Index Fund (Direct) | −2.40% | −1.52% | −0.23% | -- | -- | -- | -- |
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs Kotak Nifty500 Momentum 50 Index: Year-wise Returns
| Year | Aditya Birla Sun Life BSE 500Aditya Birla Sun Life BSE 500 Momentum 50 Index | Kotak Nifty500Kotak Nifty500 Momentum 50 Index |
|---|---|---|
| 2026to date | −1.96% | −2.03% |
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs Kotak Nifty500 Momentum 50 Index: Rolling Returns
Every holding period of both funds, against BSE 500 Momentum 50 TRI, the benchmark of Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs Kotak Nifty500 Momentum 50 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) | Kotak Nifty500 Momentum 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +2.19% | −2.21% |
| Standard deviation | 17.26% | 20.33% |
| Sharpe ratio | -0.18 | -0.37 |
| Sortino ratio | -0.25 | -0.50 |
| Maximum drawdown | −15.4% (31-03-2026) | −14.4% (23-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.95% | −0.69% |
From daily NAVs, 11-08-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct)
Kotak Nifty500 Momentum 50 Index Fund (Direct)
BSE 500 Momentum 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) | −15.4% | 26-02-2026 | 31-03-2026 | 04-08-2026 | 4 months | −8.2% |
| Kotak Nifty500 Momentum 50 Index Fund (Direct) | −14.4% | 23-12-2025 | 23-03-2026 | 07-05-2026 | 45 days | −8.0% |
| BSE 500 Momentum 50 TRI | −15.2% | 26-02-2026 | 30-03-2026 | 22-06-2026 | 3 months | −8.1% |
From daily values since 18-12-2025, the first day every fund has.
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs Kotak Nifty500 Momentum 50 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund, September 2026; Kotak Nifty500 Momentum 50 Index Fund, September 2026
Holdings in common
- Overlap
- 63.4%
- Held by both
- 34
- Only in Aditya Birla Sun Life BSE 500 Momentum 50 Index
- 16
- Only in Kotak Nifty500 Momentum 50 Index
- 16
| Security | % of Aditya Birla Sun Life BSE 500 Momentum 50 Index | % of Kotak Nifty500 Momentum 50 Index |
|---|---|---|
| Laurus Labs Ltd. | 4.28% | 6.17% |
| Multi Commodity Exchange of India Ltd. | 4.12% | 5.86% |
| Shriram Finance Ltd. | 3.99% | 4.87% |
| Hindalco Industries Ltd. | 3.84% | 4.87% |
| Adani Power Ltd. | 3.77% | 4.48% |
| The Federal Bank Ltd. | 3.85% | 3.55% |
| Bharat Heavy Electricals Ltd. | 4.00% | 3.43% |
| Bharat Forge Ltd. | 3.62% | 3.01% |
| Torrent Pharmaceuticals Ltd. | 2.81% | 2.69% |
| Adani Energy Solutions Ltd. | 2.39% | 2.63% |
| Welspun Corp Ltd. | 3.01% | 2.16% |
| Ather Energy Ltd. | 2.27% | 2.10% |
| National Aluminium Company Ltd. | 1.91% | 2.50% |
| Vodafone Idea Ltd. | 2.28% | 1.91% |
| HFCL Ltd. | 1.85% | 2.32% |
| Hitachi Energy India Ltd. | 1.76% | 2.74% |
| Navin Fluorine International Ltd. | 1.77% | 1.58% |
| Apar Industries Ltd. | 2.09% | 1.46% |
| Kirloskar Oil Engines Ltd. | 1.33% | 1.45% |
| Steel Authority of India Ltd. | 1.32% | 1.58% |
| Aditya Birla Capital Ltd. | 1.36% | 1.27% |
| AnandRathi Wealth Ltd. | 1.24% | 1.18% |
| KEI Industries Ltd. | 1.15% | 1.34% |
| Acutaas Chemicals Ltd. | 1.15% | 1.47% |
| Sai Life Sciences Ltd. | 1.22% | 1.03% |
| Hindustan Copper Ltd. | 0.91% | 0.93% |
| Syrma SGS Technology Ltd. | 0.77% | 0.80% |
| Craftsman Automation Ltd. | 0.76% | 0.76% |
| Granules India Ltd. | 0.72% | 0.69% |
| Netweb Technologies India Ltd. | 0.50% | 0.48% |
| RBL Bank Ltd. | 1.07% | 0.44% |
| R R Kabel Ltd. | 0.70% | 0.44% |
| Belrise Industries Ltd. | 0.38% | 0.47% |
| Honasa Consumer Ltd. | 0.34% | 0.29% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 63.4% means 63.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
| Security | % of fund |
|---|---|
| Samvardhana Motherson International Ltd. | 4.16% |
| Divi's Laboratories Ltd. | 4.09% |
| Bajaj Auto Ltd. | 3.84% |
| Titan Company Ltd. | 3.84% |
| Aurobindo Pharma Ltd. | 2.87% |
Largest holdings only in Kotak Nifty500 Momentum 50 Index Fund
| Security | % of fund |
|---|---|
| Cummins India Ltd. | 4.32% |
| GE VERNOVA T&D INDIA LIMITED | 4.20% |
| BSE LTD | 4.02% |
| CG Power and Industrial Solutions Ltd. | 2.86% |
| polycab India Limited | 2.34% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life BSE 500 Momentum 50 Index | Kotak Nifty500 Momentum 50 Index |
|---|---|---|
| Equity | 100.0% | 99.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.0% | 0.1% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life BSE 500 Momentum 50 Index | Kotak Nifty500 Momentum 50 Index |
|---|---|---|
| Large Cap | 40.8% | 42.9% |
| Mid Cap | 35.6% | 35.7% |
| Small Cap | 23.6% | 21.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life BSE 500 Momentum 50 Index | Kotak Nifty500 Momentum 50 Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 18.8% | 0.0% |
| Electrical Equipment | 7.8% | 17.8% |
| Pharmaceuticals and Biotechnology | 0.0% | 13.7% |
| Industrial Products | 6.2% | 12.6% |
| Capital Markets | 5.4% | 11.4% |
| Auto Components | 11.4% | 4.2% |
| Non - Ferrous Metals | 6.7% | 8.3% |
| Banks | 7.6% | 6.1% |
| Power | 6.2% | 7.6% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs Kotak Nifty500 Momentum 50 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund | Kotak Nifty500 Momentum 50 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.81% | 0.68% |
| Base expense ratio (Direct) | 0.25% | 0.16% |
| Total expense ratio (Regular) | 1.53% | 1.00% |
| Base expense ratio (Regular) | 0.90% | 0.44% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund vs Kotak Nifty500 Momentum 50 Index Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Kotak Nifty500 Momentum 50 Index Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is an Index fund, Kotak Nifty500 Momentum 50 Index Fund is an Index fund, run by Aditya Birla Sun Life Mutual Fund and Kotak Mahindra Mutual Fund. Their portfolios overlap 63.4%. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund charges 0.81% a year and Kotak Nifty500 Momentum 50 Index Fund 0.68%.
Which has the lower expense ratio, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund or Kotak Nifty500 Momentum 50 Index Fund?
Kotak Nifty500 Momentum 50 Index Fund charges less: 0.68% a year against 0.81%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Kotak Nifty500 Momentum 50 Index Fund overlap?
63.4%. They hold 34 of the same securities, the largest shared ones being LAURUSLABS, MCX, SHRIRAMFIN. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund or Kotak Nifty500 Momentum 50 Index Fund?
On SEBI's riskometer, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is rated Very High and Kotak Nifty500 Momentum 50 Index Fund Very High. Over their common history, the standard deviation of daily returns was 17.26% and 20.33% a year.
Can I invest in both Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Kotak Nifty500 Momentum 50 Index Fund?
Yes. 63.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Kotak Nifty500 Momentum 50 Index Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund: Priya Sridhar, Mehul Dama. Kotak Nifty500 Momentum 50 Index Fund: Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.