Mumbai, July 21, 2025: Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has announced the launch of two new factor-based index funds – Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund and Aditya Birla Sun Life BSE 500 Quality 50 Index Fund. The New Fund Offers (NFO) will remain open for subscription from 21st July 2025 to 4th August 2025.
These launches mark a strategic extension of the asset manager’s passive investment offerings, providing retail investors with access to differentiated equity strategies anchored in quantitative and rule-based index construction. The BSE 500 Momentum 50 Index Fund aims to capture the market’s upward momentum by investing in 50 high-performing stocks from the BSE 500 universe, dynamically adjusted each quarter. It’s designed for investors with higher risk appetite looking to maximize upside capture in trending markets. It benefits from exposure to top performing stocks and sectors, and stocks with a proven return record over a 12-month horizon. In contrast, the BSE 500 Quality 50 Index Fund focuses on financially sound and stable companies with high return on equity, low financial leverage, and low accruals ratio. It is tailored for investors seeking long-term wealth creation through investments in high quality names with stable balance sheet and lower volatility in earnings. These stocks tend to perform better during market downturns and provide good upside in recovery phases.
Commenting on the twin fund launch, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd., said, “These twin fund launches are aimed at enabling investors to diversify their core equity portfolios with factor-based strategies that have proven performance across market cycles. While the Momentum Index offers exposure to higher-return opportunities in fast-growing segments of the market, the Quality Index focusses on stocks with resilient earnings and a layer of stability against drawdowns. With India poised for sustained economic growth, both strategies offer a timely and complementary approach to long-term investing. Investors may choose either fund or a combination both funds based on their investment horizon, risk tolerance, and return expectations.”
Adopting the smart beta investment strategy, both funds are built on a low-cost, no-entry load with minimal exit load structure and are aligned with ABSLAMC’s philosophy of delivering balanced exposure across market capitalizations. The Quality Index typically maintains an equitable ~50% allocation to large-cap stocks with the remainder in mid- and small-caps. The Momentum Index is more agile with quicker shift in cap structure having a combined ~70% exposure to mid- and smallcap as of June rebalance.
