Index Overview
BSE 500 Momentum 50
Return Overview
1M
-0.09%
3M
+8.82%
6M
+8.17%
1Y
+7.66%
3Y
+18.10%
5Y
+17.09%
10Y
+21.61%
Max
+21.63%
Fundamentals
| Asset Type | Equity |
| Index Type | Strategy Index |
| No. of Companies | 50 Companies |
| Market Cap Focus | Multi / Flexi Cap |
| Std Deviation (1 yr) | 1.10% |
| P/E | 51.31 |
| P/B | 10.13 |
| Div Yield | 0.55% |
| Asset Type | Equity |
| Index Type | Strategy Index |
| No. of Companies | 50 |
| Market Cap Focus | Multi / Flexi Cap |
| P/E | 51.31 |
| P/B | 10.13 |
| Div Yield | 0.55% |
| Std Deviation (1 yr) | 1.10% |
Exchange Traded Funds (ETFs)
No exchange traded funds (etfs) available for this index
Index Funds
| Fund Name | ||||||
|---|---|---|---|---|---|---|
| N/A | 74 | 0.25% | 0.49% | 0.74% |
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| Fund Name | Last Close | AUM (Cr) | Avg Exp Ratio | Tracking Error | All-In-Cost | Score |
|---|---|---|---|---|---|---|
| N/A | 74 | 0.25% | 0.49% | 0.74% |
Sectoral Allocation
Total
100%
allocation
- Automobile & Ancillaries21.4%
- Bank20.8%
- Finance16.9%
- Capital Goods11.8%
- Healthcare9.2%
- Crude Oil5.6%
- Insurance3.5%
- Electricals3.1%
- Non - Ferrous Metals2.9%
- Retailing1.6%
- Iron & Steel1.5%
- Chemicals1.0%
- Consumer Durables0.4%
- Mining0.3%
- Automobile & Ancillaries21.4%
- Bank20.8%
- Finance16.9%
- Capital Goods11.8%
- Healthcare9.2%
- Crude Oil5.6%
- Insurance3.5%
- Electricals3.1%
- Non - Ferrous Metals2.9%
- Retailing1.6%
- Iron & Steel1.5%
- Chemicals1.0%
- Consumer Durables0.4%
- Mining0.3%
Index Constituents
| Name | Weight |
|---|
| Multi Commodity Exchange Of India Ltd. | 4.7% |
| Cummins India Ltd. | 4.4% |
| GE Vernova T&D India Ltd. | 4.4% |
| Eicher Motors Ltd. | 4.0% |
| TVS Motor Company Ltd. | 3.8% |
| The Federal Bank Ltd. | 3.7% |
| Shriram Finance Ltd. | 3.7% |
| Bharat Electronics Ltd. | 3.6% |
| State Bank Of India | 3.6% |
| SBI Life Insurance Company Ltd. | 3.5% |
| Laurus Labs Ltd. | 3.2% |
| Max Financial Services Ltd. | 2.8% |
| Ashok Leyland Ltd. | 2.8% |
| Polycab India Ltd. | 2.8% |
| Canara Bank | 2.7% |
| Indian Oil Corporation Ltd. | 2.7% |
| Bharat Petroleum Corporation Ltd. | 2.7% |
| Bharat Forge Ltd. | 2.7% |
| Hero MotoCorp Ltd. | 2.5% |
| AU Small Finance Bank Ltd. | 2.5% |
| Hitachi Energy India Ltd. | 2.4% |
| Bank Of Baroda | 2.3% |
| Aditya Birla Capital Ltd. | 2.0% |
| Torrent Pharmaceuticals Ltd. | 1.9% |
| HDFC Asset Management Company Ltd. | 1.9% |
| Fortis Healthcare Ltd. | 1.8% |
| National Aluminium Company Ltd. | 1.8% |
| Indian Bank | 1.7% |
| FSN E-Commerce Ventures Ltd. | 1.6% |
| L&T Finance Ltd. | 1.6% |
| Union Bank Of India | 1.5% |
| APL Apollo Tubes Ltd. | 1.5% |
| Glenmark Pharmaceuticals Ltd. | 1.4% |
| RBL Bank Ltd. | 1.1% |
| Hindustan Copper Ltd. | 1.0% |
| Navin Fluorine International Ltd. | 1.0% |
| Kirloskar Oil Engines Ltd. | 0.9% |
| Bank Of India | 0.9% |
| City Union Bank Ltd. | 0.9% |
| Aster DM Healthcare Ltd. | 0.8% |
| Force Motors Ltd. | 0.7% |
| Data Patterns (India) Ltd. | 0.5% |
| Netweb Technologies India Ltd. | 0.4% |
| PTC Industries Ltd. | 0.4% |
| Syrma SGS Technology Ltd. | 0.4% |
| Gabriel India Ltd. | 0.3% |
| Gujarat Mineral Development Corporation Ltd. | 0.3% |
| Chennai Petroleum Corporation Ltd. | 0.2% |
| Choice International Ltd. | 0.2% |
NameWeight
Multi Commodity Exchange Of India Ltd.4.7%
Cummins India Ltd.4.4%
GE Vernova T&D India Ltd.4.4%
Eicher Motors Ltd.4.0%
TVS Motor Company Ltd.3.8%
The Federal Bank Ltd.3.7%
Shriram Finance Ltd.3.7%
Bharat Electronics Ltd.3.6%
State Bank Of India3.6%
SBI Life Insurance Company Ltd.3.5%
Laurus Labs Ltd.3.2%
Max Financial Services Ltd.2.8%
Ashok Leyland Ltd.2.8%
Polycab India Ltd.2.8%
Canara Bank2.7%
Indian Oil Corporation Ltd.2.7%
Bharat Petroleum Corporation Ltd.2.7%
Bharat Forge Ltd.2.7%
Hero MotoCorp Ltd.2.5%
AU Small Finance Bank Ltd.2.5%
Hitachi Energy India Ltd.2.4%
Bank Of Baroda2.3%
Aditya Birla Capital Ltd.2.0%
Torrent Pharmaceuticals Ltd.1.9%
HDFC Asset Management Company Ltd.1.9%
Fortis Healthcare Ltd.1.8%
National Aluminium Company Ltd.1.8%
Indian Bank1.7%
FSN E-Commerce Ventures Ltd.1.6%
L&T Finance Ltd.1.6%
Union Bank Of India1.5%
APL Apollo Tubes Ltd.1.5%
Glenmark Pharmaceuticals Ltd.1.4%
RBL Bank Ltd.1.1%
Hindustan Copper Ltd.1.0%
Navin Fluorine International Ltd.1.0%
Kirloskar Oil Engines Ltd.0.9%
Bank Of India0.9%
City Union Bank Ltd.0.9%
Aster DM Healthcare Ltd.0.8%
Force Motors Ltd.0.7%
Data Patterns (India) Ltd.0.5%
Netweb Technologies India Ltd.0.4%
PTC Industries Ltd.0.4%
Syrma SGS Technology Ltd.0.4%
Gabriel India Ltd.0.3%
Gujarat Mineral Development Corporation Ltd.0.3%
Chennai Petroleum Corporation Ltd.0.2%
Choice International Ltd.0.2%
Holdings Concentration
Total covered: 100%
Top 1–5
5 holdings
21.2%
21%
share
Top 6–10
5 holdings
18.2%
18%
share
Top 11–20
10 holdings
27.3%
27%
share
Beyond 20
29 holdings
33.3%
33%
share
Market Cap Classification
Total
100%
allocation
- Large Cap47.6%
- Mid Cap38.7%
- Small Cap9.1%
- Large Cap47.6%
- Mid Cap38.7%
- Small Cap9.1%
Index Methodology
| Factor Basis | Momentum |
| What universe selected from? | BSE 500 |
| Weightage? | Factor tilt: FF Marketcap x Normalized Momentum Score . Max Weight per stock = 4% |
| Stocks Included | Top 50 Stocks based on Momentum Scrore are selected. Steps for Momentum Score computation: [1] Momentum Value = % Change in the stock price over the trailing 12 months. [2] Risk Adjusted Momentum Value = Momentum Value/Std Devation of daily price return over the same period. [3] Z-Score Computation: z = (x- Mean) /Std Deviation; where X = Risk Adjusted Momentum Value, Mean = Arithmetic mean of Risk Adjusted Momentum, Std Deviation = Std Deviation of the Index Universe. [4] Final Momentum Score Computation: If Z > 0, Momentum Score = 1 + Z If Z < 0, Momentum Score = (1 / (1 – Z)) If Z = 0, Momentum Score = 1 Momentum Score = Risk Adjusted returns = Price Return/ Standard Deviation of daily returns for that period |
| Exclusions | Constituents moving out the BSE 500 and are currently part of the BSE 500 Momentum 50 Index; Rank of Eligible Stocks goes below 70 |
| Factor Basis | Momentum |
| Universe | BSE 500 |
| Weightage | Factor tilt: FF Marketcap x Normalized Momentum Score . Max Weight per stock = 4% |
| Stocks Included | Top 50 Stocks based on Momentum Scrore are selected. Steps for Momentum Score computation: [1] Momentum Value = % Change in the stock price over the trailing 12 months. [2] Risk Adjusted Momentum Value = Momentum Value/Std Devation of daily price return over the same period. [3] Z-Score Computation: z = (x- Mean) /Std Deviation; where X = Risk Adjusted Momentum Value, Mean = Arithmetic mean of Risk Adjusted Momentum, Std Deviation = Std Deviation of the Index Universe. [4] Final Momentum Score Computation: If Z > 0, Momentum Score = 1 + Z If Z < 0, Momentum Score = (1 / (1 – Z)) If Z = 0, Momentum Score = 1 Momentum Score = Risk Adjusted returns = Price Return/ Standard Deviation of daily returns for that period |
| Exclusions | Constituents moving out the BSE 500 and are currently part of the BSE 500 Momentum 50 Index; Rank of Eligible Stocks goes below 70 |
Index • Last updated: 11/09/2026
Note: Above data is based on average of ETFs / Index Funds.