Birla Sun Life Value & Momentum

Equity Fund
High Risk
Last Updated: 07 May 2026
AUM: ₹584 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹50.46
0.32%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
  • 3 Months
  • 6 Months
  • 1 Year
  • 2 Years
  • 3 Years
  • 5 Years
  • 7 Years
  • 10 Years
  • Returns Since Inception
  • 6 M
  • 1 Y
  • 3 Y
  • 5 Y
  • 7 Y
  • 10 Y
  • RSI
15.2% Annual returns
Value & Momentum
Performance Graph
As on 07 May 2026 
| Data Source - Value research
Fund Definition: To provide long-term wealth maximization by managing a well-diversified equity portfolio predominantly comprising of deep value stocks with strong price and earnings momentum.

Returns (as on 07 May 2026)

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About Birla Sun Life Value & Momentum

Birla Sun Life Value & Momentum is a Equity Funds launched on 09-03-2012, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹584 Cr, with a Net Asset Value (NAV) of ₹50.46 (as of 07 May 2026).

Over time, Birla Sun Life Value & Momentum has shown stable growth with 8.88% return in the last 1 year, 16.58 % CAGR over 3 years, 15.2 % CAGR over 5 years. For longer horizons, it has delivered 13.24 % CAGR over 7 years, 12.2 % CAGR over 10 years, Return Since Inception (RSI) of 12.1%, highlighting its consistent performance track record.

Highlights of Birla Sun Life Value & Momentum

  • It is benchmarked against the Crisil Liquid(10),Nifty 50(90), which delivered 14.81% in the same period.
  • The fund maintains a strong allocation with Equity holding: 99.47%, ideal for long-term growth.
  • Major sector exposure includes Financial holding: 30.54%, Energy holding: 15.3%, Capital Goods holding: 11.3%, offering Balanced diversification.
  • Birla Sun Life Value & Momentum has delivered 8.88% returns in the past 1 year, with a 3-year CAGR of 16.58% and a 5-year CAGR of 15.2%.
  • It offers solid long-term growth with 13.24% returns over 7 years and 12.2% returns over 10 years.
  • Since its launch on 09-03-2012, Birla Sun Life Value & Momentum has achieved a Return Since Inception (RSI) of 12.1%.
  • Short-term performance remains steady, with 0.38% in 3 months, 2.13% in 6 months, and Year-to-Date (YTD) return of 0.05%.
  • Managed by Birla Sun Life, Birla Sun Life Value & Momentum is designed for investors seeking Balanced returns with moderate risk exposure.

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₹4,886 Cr 2.81% Get Details
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₹4,589 Cr 18.03% Get Details
Aditya Birla Sun Life Group Fixed Interest ₹3,216 Cr 2.66% Get Details
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₹2,751 Cr 2.02% Get Details
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₹2,679 Cr 7.92% Get Details
Aditya Birla Sun Life Linked Discontinued Policy Fund ₹1,545 Cr 5.4% Get Details
Aditya Birla Sun Life Group Stable ₹1,506 Cr 2.56% Get Details
Birla Sun Life
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₹1,102 Cr 2.56% Get Details
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Asset Allocation
Equity holding
Cash holding
Debt holding

Top 10 Equity Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 6.15% 27.24% 24.07% Get Details
Axis Max Life High Growth Fund 3.18% 26.85% 21.02% 19.29% Get Details
Tata AIA Life Multi Cap Fund 1.23% 19.98% 21% 22% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 3.91% 24.98% 20.9% Get Details
Tata AIA Life Whole Life Mid Cap Equity Fund 3.66% 24.47% 19.55% 18.45% Get Details
SBI Life Midcap Fund 2.46% 23.13% 19.35% Get Details
Tata AIA Life India Consumption Fund 22.22% 18.85% 20.48% Get Details
Bandhan Life Opportunity Fund 18% 18.76% Get Details
Tata AIA Life Top 200 Fund 21.26% 18.52% 19.32% Get Details
Birla Sun Life Multiplier 5.37% 20.79% 18.51% 16.48% Get Details
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Sector Allocation
Financial
30.54%
Energy
15.3%
Capital Goods
11.3%
Technology
10.37%
Consumer Staples
9.57%
Automobile
7.54%
Healthcare
5.14%
Chemicals
3.6%
Services
3.22%
Construction
2.71%
Metals & Mining
2.65%
Materials
1.98%
Consumer Discretionary
1.88%
Communication
1.86%
Others
0.65%
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AUM (Assets under management)
Equity:
₹581 Cr
Cash:
₹3 Cr
Debt:
₹0 Cr
Fund Manager(s)
Sumit Poddar

Oversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹71,877 Cr - Get Details
SBI Life Midcap Fund ₹49,877 Cr 14.13% Get Details
ICICI Prudential Life Maximiser Fund V ₹41,060 Cr 3.68% Get Details
HDFC Life Opportunities Fund ₹31,034 Cr 10.23% Get Details
SBI Life Bond Pension II ₹28,700 Cr 2.08% Get Details
SBI Life Balanced Fund ₹19,525 Cr 1.14% Get Details
SBI Life Bond Fund ₹17,276 Cr 2.52% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹15,215 Cr 5.05% Get Details
HDFC Life Discovery Fund ₹12,528 Cr 13.92% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹11,956 Cr 7.1% Get Details
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Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 11.25% 10.46% 11.79% Get Details
SBI Life Midcap Fund 2.46% 23.13% 19.35% Get Details
ICICI Prudential Life Maximiser Fund V 12.49% 12.46% 11.52% Get Details
HDFC Life Opportunities Fund 1.18% 19.23% 14.6% 14.2% Get Details
SBI Life Bond Pension II 0.58% 5.98% 5.14% 6.28% Get Details
SBI Life Balanced Fund 8.5% 7.99% 9.78% Get Details
SBI Life Bond Fund 0.48% 6.27% 5.37% 6.64% Get Details
ICICI Prudential Life Multi Cap Growth Fund 15.66% 12.78% 11.34% Get Details
HDFC Life Discovery Fund 3.16% 23.36% 18.1% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 15.58% 13.33% 13.71% Get Details
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Axis Max Life High Growth Fund 3.18% 26.85% 21.02% 19.29% Get Details
Tata AIA Life Multi Cap Fund 1.23% 19.98% 21% 22% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 3.91% 24.98% 20.9% Get Details
Reliance Life Midcap Fund 2 3.66% 24.03% 20.19% 17.35% Get Details
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Investment Return Calculator (Power of Compounding)
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Invest For (in Years)

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Expected rate of return (in %)

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Funds with High Returns (Past 7 Years)
Opportunities Fund
14.2%
Opportunities Fund
Whole Life Mid Cap Equity Fund
18.45%
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Accelerator Mid-Cap Fund II
14.74%
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Frequently Asked Questions
Birla Sun Life Value & Momentum
Birla Sun Life Value & Momentum is a Equity Funds launched on 09-03-2012. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 07 May 2026, the Net Asset Value (NAV) of Birla Sun Life Value & Momentum is ₹50.46.
Birla Sun Life Value & Momentum is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Value & Momentum is not Shariah-compliant.
Birla Sun Life Value & Momentum has been in the market since 09-03-2012, providing a long and reliable performance history.

To provide long-term wealth maximization by managing a well-diversified equity portfolio predominantly comprising of deep value stocks with strong price and earnings momentum.
In the last 3 months, Birla Sun Life Value & Momentum has delivered 0.38% returns, over 6 months it achieved 2.13%, and the Year-to-Date (YTD) return is 0.05%.
Over the past year, Birla Sun Life Value & Momentum has delivered a return of approximately 8.88% CAGR, making it a competitive performer.
Birla Sun Life Value & Momentum is benchmarked against the Crisil Liquid(10),Nifty 50(90), which delivered about 14.81% return in the same period. The fund has outperformed its benchmark in recent years.
The fund mainly invests in sectors like Financial holding: 30.54%, Energy holding: 15.3%, Capital Goods holding: 11.3%, which together form a major part of its portfolio allocation.
The fund primarily allocates 99.47% to Equity holding, making it Balanced in nature, depending on the fund's investment style.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2026 policybazaar.com. All Rights Reserved

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