BSE 500 Momentum 50 Index Funds & ETFs — Key Metrics
Compare all passive mutual funds and ETFs tracking BSE 500 Momentum 50 by live tracking error, direct expense ratio (TER), and AUM.
BSE 500 Momentum 50 Category Summary & Statistics
Active Index Funds / ETFs
1
Tracking BSE 500 Momentum 50
Category Avg. Expense Ratio
0.63%
Avg Direct Plan TER
Lowest Expense Ratio
0.63%
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Highest AUM
₹97.85 Cr
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Lowest Tracking Error
0.3000%
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
BSE 500 Momentum 50 — Key Insights & Category Highlights
- Lowest Tracking Error: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund leads with 0.30% annualized tracking error (category average is 0.30%).
- Lowest Cost Leader: Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund charges the lowest direct expense ratio (TER) at 0.63% vs category average of 0.63%.
- Category Scale: ₹98 Cr combined AUM across 1 schemes (1 Index Funds, 0 ETFs), led by Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund (₹98 Cr).
- Execution Note: For ETFs tracking BSE 500 Momentum 50, always check live iNAV and exchange bid-ask spreads in addition to AMC factsheet tracking error.
BSE 500 Momentum 50 Historical Tracking Error & TER Comparison Chart
Fetching historical time-series for BSE 500 Momentum 50...
BSE 500 Momentum 50 — Fund Directory & Metrics Breakdown
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund | Mutual Fund | Very High | 0.3000% | 0.63% | ₹97.85 Cr | 2026-09-30 |
Peer Equity Benchmark Indices
All Passive FundsEquity BenchmarksBSE 500 Momentum 50
Evaluation Methodology: Tracking Error, Expense Ratio & Debt Metrics
Calculated as the annualized standard deviation of daily excess returns: TE = √250 × σ(R_fund − R_index). Lower tracking error signifies tighter replication discipline and minimal cash drag.
A lower TER directly mitigates return drag over compounding horizons. Higher AUM funds generally feature tighter bid-ask spreads on exchange order books and robust secondary market liquidity.
Yield to Maturity (YTM) indicates gross portfolio yield if securities are held to maturity. Modified duration gauges sensitivity to RBI repo rate changes—shorter duration reduces capital volatility.
Data Sourcing & Update Schedule: All scheme metrics are sourced directly from AMC Factsheets and updated once a month based on the availability and release schedules of factsheets from various AMCs.
Missing Data: Metrics where — is displayed indicate data missing in the AMC's factsheet or that the factsheet itself has not yet been published for the recent month.