Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund vs LIC MF Children's 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 LIC MF Children's Fund is a Solution fund. In the year to 30-10-2026, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) returned −1.6% and LIC MF Children's Fund (Direct) returned −1.5%. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund charges 0.81% a year and LIC MF Children's Fund 2.10% (Direct plans). Their portfolios overlap 23.6%: they hold 11 of the same securities.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Index
- 1 year return
- −1.6%
- Expense ratio
- 0.81%
- NAV
- ₹10.35
LIC MF Children's Fund
Solution
- 1 year return
- −1.5%
- Expense ratio
- 2.10%
- NAV
- ₹36.40
Which is better, Aditya Birla Sun Life BSE 500 Momentum 50 Index or LIC MF Children's? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- LIC MF Children's returned more over 1 year: −1.5% against −1.6%.
- Aditya Birla Sun Life BSE 500 Momentum 50 Index costs less: 0.81% a year against 2.10% (Direct plans).
- LIC MF Children's fell less in its worst fall since 11-08-2025: −13.2% against −15.4%.
- Aditya Birla Sun Life BSE 500 Momentum 50 Index is the larger fund: ₹98 Cr against ₹16 Cr.
- Their portfolios overlap 23.6%: 11 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 | LIC MF Children's Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | LIC Mutual Fund |
| Category | Index | Solution |
| AUM | ₹98 Cr (30-09-2026) | ₹16 Cr (30-09-2026) |
| NAV | ₹10.35 (Direct) | ₹36.40 (Direct) |
| Expense ratio (Direct) | 0.81% | 2.10% |
| Expense ratio (Regular) | 1.53% | 2.84% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 Momentum 50 TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 08-08-2025 | 16-10-2001 |
| Minimum investment | ₹500 | ₹5,000 |
| Lock in | None | 5 years, or until the child turns 18 if earlier |
| Fund managers | Priya Sridhar, Mehul Dama | Siddharth Panjwani, Pratik Harish Shroff |
| 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 (Lock-in Period:- Lock-in-period for at least 5 years or till the child attains age of majority whichever is earlier |
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: 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% | -- | -- | -- |
| LIC MF Children's Fund (Direct) | −3.64% | −4.27% | +2.42% | −1.53% | +7.86% | +6.90% | +7.97% |
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: Year-wise Returns
| Year | Aditya Birla Sun Life BSE 500 Momentum 50 IndexAditya Birla Sun Life BSE 500 Momentum 50 Index | LIC MF Children'sLIC MF Children's |
|---|---|---|
| 2026to date | −1.96% | −0.67% |
| 2025 | -- | −4.19% |
| 2024 | -- | +19.55% |
| 2023 | -- | +22.65% |
| 2022 | -- | −0.21% |
| 2021 | -- | +16.67% |
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: 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
Rolling returns
Every 1-year holding period, 55 of them, one for each trading day from 11-08-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct)
LIC MF Children's Fund (Direct)
BSE 500 Momentum 50 TRI
to
Aug 2026Aug 2025
to
Aug 2026Sept 2025
to
Sept 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index | 18.2 | 27.3 | 45.5 | 9.1 | 0.0 | 0.0 | 0.0 | 4.7% | 6.1% | −6.4% | 11.9% | 0% |
| LIC MF Children's | 11.1 | 35.2 | 33.3 | 20.4 | 0.0 | 0.0 | 0.0 | 5.8% | 5.5% | −4.0% | 12.1% | 46% |
| BSE 500 Momentum 50 TRI | 14.5 | 21.8 | 45.5 | 18.2 | 0.0 | 0.0 | 0.0 | 5.7% | 7.0% | −5.6% | 13.0% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 Momentum 50 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 11-08-2025. Past returns do not promise future returns.
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 11-08-2025 to 30-10-2026: 15 instalments, ₹1,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 IndexAditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) | ₹1,50,000 | ₹1,50,059 | ₹59 | 0.1% |
| LIC MF Children'sLIC MF Children's Fund (Direct) | ₹1,50,000 | ₹1,50,618 | ₹618 | 0.6% |
Aditya Birla Sun Life BSE 500 Momentum 50 IndexAditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct)
LIC MF Children'sLIC MF Children's Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: 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) | LIC MF Children's Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.56% | −1.53% |
| Standard deviation | 18.42% | 13.04% |
| Sharpe ratio | -0.37 | -0.52 |
| Sortino ratio | -0.50 | -0.71 |
| Maximum drawdown | −15.4% (31-03-2026) | −13.2% (23-03-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.92% | -- |
From daily NAVs, 30-10-2025 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.
| Measure | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) | LIC MF Children's Fund (Direct) |
|---|---|---|
| Return (CAGR) | +2.19% | +9.53% |
| Standard deviation | 17.26% | 12.97% |
| Sharpe ratio | -0.18 | 0.27 |
| Sortino ratio | -0.25 | 0.36 |
| Maximum drawdown | −15.4% (31-03-2026) | −31.2% (23-03-2020) |
| Beta | 1.00 | -- |
| Alpha | −0.95% | -- |
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)
LIC MF Children's 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% |
| LIC MF Children's Fund (Direct) | −13.2% | 03-11-2025 | 23-03-2026 | 18-06-2026 | 3 months | −8.2% |
| BSE 500 Momentum 50 TRI | −15.2% | 26-02-2026 | 30-03-2026 | 22-06-2026 | 3 months | −8.1% |
From daily values since 11-08-2025, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct)
LIC MF Children's Fund (Direct)
BSE 500 Momentum 50 TRI
Against BSE 500 Momentum 50 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (Direct) | 97% | 101% | 0.27% |
| LIC MF Children's Fund (Direct) | 85% | 88% | 6.59% |
From month-end values since 11-08-2025. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund, September 2026; LIC MF Children's Fund, September 2026
Holdings in common
- Overlap
- 23.6%
- Held by both
- 11
- Only in Aditya Birla Sun Life BSE 500 Momentum 50 Index
- 39
- Only in LIC MF Children's
- 24
| Security | % of Aditya Birla Sun Life BSE 500 Momentum 50 Index | % of LIC MF Children's |
|---|---|---|
| Bajaj Auto Ltd. | 3.84% | 3.45% |
| Multi Commodity Exchange of India Ltd. | 4.12% | 3.14% |
| Titan Company Ltd. | 3.84% | 2.90% |
| Torrent Pharmaceuticals Ltd. | 2.81% | 3.20% |
| Shriram Finance Ltd. | 3.99% | 2.25% |
| The Federal Bank Ltd. | 3.85% | 2.22% |
| Apar Industries Ltd. | 2.09% | 2.11% |
| Hitachi Energy India Ltd. | 1.76% | 2.63% |
| Kirloskar Oil Engines Ltd. | 1.33% | 1.47% |
| Neuland Laboratories Ltd. | 0.90% | 2.56% |
| Ajanta Pharma Ltd. | 0.80% | 5.17% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 23.6% means 23.6% 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 |
|---|---|
| Laurus Labs Ltd. | 4.28% |
| Samvardhana Motherson International Ltd. | 4.16% |
| Divi's Laboratories Ltd. | 4.09% |
| Bharat Heavy Electricals Ltd. | 4.00% |
| Hindalco Industries Ltd. | 3.84% |
Largest holdings only in LIC MF Children's Fund
| Security | % of fund |
|---|---|
| 7.38% Government of India | 9.80% |
| Endurance Technologies Ltd. | 3.37% |
| Lumax Auto Technologies Ltd. | 3.23% |
| Cummins India Ltd. | 3.10% |
| Mahindra & Mahindra Ltd. | 3.00% |
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 | LIC MF Children's |
|---|---|---|
| Equity | 100.0% | 78.6% |
| Debt | 0.0% | 9.8% |
| Cash and others | 0.0% | 11.6% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life BSE 500 Momentum 50 Index | LIC MF Children's |
|---|---|---|
| Large Cap | 40.8% | 34.9% |
| Mid Cap | 35.6% | 27.3% |
| Small Cap | 23.6% | 16.5% |
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 | LIC MF Children's |
|---|---|---|
| Pharmaceuticals & Biotechnology | 18.8% | 13.2% |
| Auto Components | 11.4% | 6.6% |
| Electrical Equipment | 7.8% | 8.2% |
| Banks | 7.6% | 6.8% |
| Non - Ferrous Metals | 6.7% | 0.0% |
| Automobiles | 6.1% | 6.5% |
| Industrial Products | 6.2% | 6.4% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index vs LIC MF Children's: 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 | LIC MF Children's Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.81% | 2.10% |
| Base expense ratio (Direct) | 0.25% | 1.39% |
| Total expense ratio (Regular) | 1.53% | 2.84% |
| Base expense ratio (Regular) | 0.90% | 2.09% |
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 LIC MF Children's Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and LIC MF Children's Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is an Index fund, LIC MF Children's Fund is a Solution fund, run by Aditya Birla Sun Life Mutual Fund and LIC Mutual Fund. Their portfolios overlap 23.6%. Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund charges 0.81% a year and LIC MF Children's Fund 2.10%.
Which has given higher returns, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund or LIC MF Children's Fund?
Over 1 year: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund −1.56%, LIC MF Children's Fund −1.53%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund or LIC MF Children's Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund charges less: 0.81% a year against 2.10%. 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 LIC MF Children's Fund overlap?
23.6%. They hold 11 of the same securities, the largest shared ones being BAJAJ-AUTO, MCX, TITAN. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund or LIC MF Children's Fund?
On SEBI's riskometer, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund is rated Very High and LIC MF Children's Fund Very High. Over 1 years, the standard deviation of daily returns was 18.42% and 13.04% a year.
Can I invest in both Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and LIC MF Children's Fund?
Yes. 23.6% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and LIC MF Children's Fund?
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund: Priya Sridhar, Mehul Dama. LIC MF Children's Fund: Siddharth Panjwani, Pratik Harish Shroff.
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.