What are the launch and subscription timelines for this fund?

The New Fund Offer (NFO) starts from August 10 to August 23, 2026, with the Net Asset Value (NAV) declaration scheduled for August 25, 2026.

What is the starting premium to invest in this strategy?

Under the available Capital Guarantee (CG) and ULIP options, you can start investing with a minimum premium of ₹2,050.

How often is the fund portfolio rebalanced?

The index and the fund portfolio undergo quarterly rebalancing in March, June, September, and December to ensure alignment with active market trendsetters and value stocks.

Who manages stock selection for this fund?

Stock selection is completely passive and rules-based. The Bombay Stock Exchange (BSE) declares the constituents of the BSE 500 Momentum Value 50 Index, and ICICI Prudential Life simply replicates it, eliminating active manager bias.

Does the plan offer insurance coverage benefits?

Yes, under the Waiver of Premium (WOP) options, it provides a Triple Benefit payout (where future premiums are paid by the company in case of an unfortunate event) and allows all nominee relationships.

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ICICI Prudential BSE 500 Momentum Value 50 Index Fund

The ICICI Prudential BSE 500 Momentum Value 50 Index Fund is an index-tracking fund combining momentum and value strategies, it replicates the BSE 500 Momentum Value 50 Index. This index selects fifty fundamentally strong, outperforming stocks from the BSE 500 that trade at attractive valuations, offering a disciplined, rules-based approach to long-term wealth creation. The NFO launches on 10th August 2026.

Plans starting from ₹1000/month

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Generate wealthEarn 1 Cr^# in maturity with Zero LTCG tax^¶
Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
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What is ICICI Prudential BSE 500 Momentum Value 50 Index Fund?

The ICICI Prudential BSE 500 Momentum Value 50 Index Fund is a passive mutual fund product designed to replicate the performance of the BSE 500 Momentum Value 50 Index. Because it operates as an index fund, the constituents are declared by the BSE, and ICICI Prudential Life simply replicates this selection in its portfolio. This passive replication eliminates any subjective fund manager selection bias.

Key features of the fund include:

Flexi-Cap Investment Focus: The strategy selects the top 50 outperforming, fundamentally strong stocks from the diverse 500-stock BSE 500 universe.
Structured as a Passive Index Fund: Replicates the index to gain systematic exposure to market winners available at lower prices.
Available with Capital Protection/ULIP Solutions: The fund is available with Unit Linked Insurance Plans (ULIP) and Capital Guarantee (CG) solutions, starting at a highly accessible minimum premium of ₹2,050.
Waiver of Premium (WOP) Option: It offers a Waiver of Premium option with a Triple Benefit payout, allowing all nominee relationships.
Fund Management Charge (FMC): The portfolio carries an FMC of 1.35%.
Quarterly Rebalancing: The portfolio rebalances quarterly in March, June, September, and December to ensure it is constantly aligned with the underlying index

Highlights of ICICI Prudential BSE 500 Momentum Value 50 Index Fund

Particulars	Details
Risk Profile	High
NFO Period	10th-25th August
Current NAV	₹10
Minimum Investment	₹2050

Reasons Why You Should Invest in ICICI Prudential BSE 500 Momentum Value 50 Index Fund

Remarkable Outperformance History: The underlying BSE 500 Momentum Value 50 Index has a stellar historical track record, significantly outperforming major Indian benchmark indices:
- 5-Year Return: 22.9% (vs. Nifty 500 at 10.2%, BSE 500 at 12.4%, and Nifty 50 at 10.4%).
- 7-Year Return: 30.1% (vs. Nifty 500 at 14.9%, BSE 500 at 15.1%, and Nifty 50 at 12.1%).
- 10-Year Return: 21.2% (vs. Nifty 500 at 12.4%, BSE 500 at 13.6%, and Nifty 50 at 11.2%).
A Smarter Blend of Two Power Strategies: Passive strategies often track single factors, but this index combines Momentum (capturing market trends by identifying what is winning) with Value (buying fundamentally strong companies at lower prices). This dual approach ensures you ride strong market cycles while maintaining valuation discipline, shielding performance even during volatile phases.
Invest in India’s "HERO" Stocks: The fund aims to focus on High-Potential, Established Leaders trading at the Right Price that are Outperforming the broader market. This includes exposure to market giants like Hindalco Industries Ltd., Federal Bank Ltd., Power Finance Corporation Ltd. (PFC), and Coal India Ltd.
No Manager Selection Bias: As a rules-based index fund, the portfolio selection remains systematic, objective, and transparent, mimicking the BSE index directly.

What is BSE 500 Momentum Value 50?

The BSE 500 Momentum Value 50 is a rules-based, flexi-cap index consisting of the top 50 stocks selected from the BSE 500 universe. It utilizes a multi-factor strategy that targets growing stocks with high market value.

The strategy is built on two primary investment pillars:

The Momentum Factor: Identifies stocks displaying strong recent price performance (based on their 6-month and 12-month returns), telling the investor what is winning in the market.
The Value Factor: Filters these winning stocks to find fundamentally attractive businesses trading at lower valuations, telling the investor whether it is worth buying to avoid overpaying.

To explain these concepts simply:

Value Investing is like waiting for the discount season to buy a ₹1,00,000/- Smart LED TV at a discounted price of ₹50,000/- (getting the same high value at a much better price).
Momentum Investing is like buying that same TV because it is selling fast and everyone wants it, following the trend and investing in what is already popular and doing well.

By merging both factors, the index offers a systematic, rules-based strategy that rebalances quarterly (in March, June, September, and December) to replace underperforming stocks with fresh "heroes"

BSE 500 Momentum Value 50 vs Other Indices

Index Name	5-year Return	7-year Return	10-year Return
BSE 500 Momentum Value 50	22.9%	30.1%	21.2%
BSE Sensex	9.5%	10.8%	12.1%
BSE 50	10.5%	12.5%	12.6%
BSE 100	11.5%	13.1%	12.8%
Nifty 50	10.4%	12.1%	11.2%
Nifty 500	10.2%	14.9%	12.4%
BSE 500	12.4%	15.1%	13.6%

Sector Wise Representation of BSE 500 Momentum Value 50

Sector	Return
Financial Services	36.5%
Energy	22.4%
Commodities	19.4%
Consumer Discretionary	9.8%
Utilities	5.9%
Telecom	3.4%
Services	2.3%
Industrials	0.3%

How to Buy ICICI Prudential BSE 500 Momentum Value 50 Index Fund from Policybazaar?

To buy the ICICI Prudential BSE 500 Momentum Value 50 Index Fund from Policybazaar, follow these steps:

Step 1: Fill in your name and contact number in the form on this page to get started.

Note: Your details are kept confidential and will only be used to customize your benefits.

Step 2: You can also visit the plans just by clicking View Plans below

Step 3: Once logged in, you'll be prompted to fill in your city, age, and annual income in the provided form. This information will be used to check the personalised benefits of the plans.

Step 4: After providing your personal information, you'll be presented with ICICI Pru Life Investment Plans on a blue and red card. Select the ICICI Prudential BSE 500 Momentum Value 50 Index Fundoption that best suits your needs from the following options:

Step 5: In the ICICI Prudential BSE 500 Momentum Value 50 Index Fund, click the "Get Details" tab for more information.

You can also get Free expert consultation; just click on the talk to an expert button.

Step 6: Review plan details carefully. Once satisfied, click on the "Proceed" button and follow the prompts on the screen to move forward with the purchase.

Step 7: You will be prompted to enter essential details and specify the amount you want to invest. Select the preferred mode of payment for your investment.

Step 8: Provide your required KYC (Know Your Customer) details. This step is essential for regulatory compliance.

Step 9: Complete the payment process. Upon successful payment, you will receive confirmation of your purchase.

What are the Benefits of Investing in the ICICI Prudential BSE 500 Momentum Value 50 Index Fund from Policybazaar?

Investing via Policybazaar provides various advantages, including:

Ease of Access: Invest digitally in the ICICI Prudential BSE 500 Momentum Value 50 Index Fund without the hassle of visiting banks or agents.
Plan Comparison: Evaluate various investment options, including the latest funds, to make well-informed choices and secure competitive deals.
Professional Support: Benefit from expert advice to choose the NFO plan that aligns with your financial goals and requirements.
Tax Savings: Enjoy tax benefits under Section 80C and Section 10(10D) of the Income Tax Act by investing through Policybazaar.

FAQs

What are the launch and subscription timelines for this fund?

The New Fund Offer (NFO) starts from August 10 to August 23, 2026, with the Net Asset Value (NAV) declaration scheduled for August 25, 2026.
What is the starting premium to invest in this strategy?

Under the available Capital Guarantee (CG) and ULIP options, you can start investing with a minimum premium of ₹2,050.
How often is the fund portfolio rebalanced?

The index and the fund portfolio undergo quarterly rebalancing in March, June, September, and December to ensure alignment with active market trendsetters and value stocks.
Who manages stock selection for this fund?

Stock selection is completely passive and rules-based. The Bombay Stock Exchange (BSE) declares the constituents of the BSE 500 Momentum Value 50 Index, and ICICI Prudential Life simply replicates it, eliminating active manager bias.
Does the plan offer insurance coverage benefits?

Yes, under the Waiver of Premium (WOP) options, it provides a Triple Benefit payout (where future premiums are paid by the company in case of an unfortunate event) and allows all nominee relationships.