HDFC Life Midcap Momentum Fund

Equity Fund
High Risk
Last Updated: 14 Jan 2026
AUM: ₹519 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: ₹10.83
0.46%
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.
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HDFC Life Midcap Momentum Fund
Performance Graph
As on 14 Jan 2026 
| Data Source - Value research
Fund Definition: To generate long-term capital appreciation from a portfolio of mid-cap stocks that are aligned to the MidCap Momentum Index.

Returns (as on 14 Jan 2026)

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About HDFC Life Midcap Momentum Fund

HDFC Life Midcap Momentum Fund is a Equity Fund launched on 31-03-2024, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹519 Cr, with a Net Asset Value (NAV) of ₹10.83 (as of 14 Jan 2026).

Over time, HDFC Life Midcap Momentum Fund has shown stable growth with 0.72% return in the last 1 year, For longer horizons, it has delivered Return Since Inception (RSI) of 4.54%, highlighting its consistent performance track record.

Highlights of HDFC Life Midcap Momentum Fund

  • It is benchmarked against the NIFTY Midcap 150 Momentum 50 Index, which delivered 0% in the same period.
  • The fund maintains a strong allocation with Equity holding: 99.34%, ideal for long-term growth.
  • Major sector exposure includes Financial holding: 19.72%, Services holding: 14.44%, Healthcare holding: 12.38%, offering Conservative diversification.
  • Since its launch on 31-03-2024, HDFC Life Midcap Momentum Fund has achieved a Return Since Inception (RSI) of 4.54%.
  • Managed by HDFC Life, HDFC Life Midcap Momentum Fund is designed for investors seeking Conservative returns with moderate risk exposure.

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HDFC Life
Opportunities Fund
₹36,263 Cr 6.8% Get Details
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Discovery Fund
₹12,518 Cr 10.49% Get Details
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Blue Chip Fund
₹8,120 Cr 10.44% Get Details
HDFC Life
Balanced Fund
₹5,378 Cr 8.9% Get Details
HDFC Life
Flexi Cap Fund
₹5,328 Cr 9.79% Get Details
HDFC Group Life ULIP Non Superannuation - Defensive Managed Fund II ₹5,141 Cr 5.93% Get Details
HDFC Policy Discontinued Fund ₹4,572 Cr 6.12% Get Details
HDFC Life
Diversified Equity Fund
₹3,701 Cr 10.73% Get Details
HDFC Growth Fund - Life ₹2,850 Cr 11.41% Get Details
HDFC Group Life ULIP - Non Superannuation - Secure Managed Fund II ₹2,751 Cr 5.4% Get Details
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Asset Allocation
Equity holding
Cash holding

Top 10 Equity Fund

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
PNB MetLife Pension Mid Cap Fund 25.1% 31.41% 18.41% Get Details
Axis Max Life High Growth Fund 26.51% 29.43% 18.4% Get Details
Tata AIA Life Multi Cap Fund 19.96% 29% 21.28% Get Details
HDFC Life Discovery Fund 22.21% 28% Get Details
Tata AIA Life Top 200 Fund 21.94% 27.3% 17.9% Get Details
Tata AIA Life India Consumption Fund 22.86% 23.9% 20.57% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 24.11% 22.26% Get Details
Bandhan Life Opportunity Fund 17.8% 20.3% Get Details
Tata AIA Life Whole Life Mid Cap Equity 23.99% 20.13% 18.18% Get Details
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Sector Allocation
Financial
19.72%
Services
14.44%
Healthcare
12.38%
Capital Goods
11.88%
Chemicals
11.85%
Technology
7.81%
Materials
3.99%
Metals & Mining
3.43%
Diversified
3.41%
Communication
3.29%
Automobile
2.37%
Energy
2.35%
Consumer Staples
2.12%
Textiles
1.96%
Insurance
1.3%
Others
1.2%
Consumer Discretionary
0.55%
Construction
0.53%
View more

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹82,996 Cr 6.15% Get Details
ICICI Prudential Life Maximiser Fund V ₹51,573 Cr 12.41% Get Details
SBI Life Midcap Fund ₹49,420 Cr 9.71% Get Details
SBI Life Bond Pension II ₹29,557 Cr 5.47% Get Details
SBI Life Balanced Fund ₹22,439 Cr 8.09% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,889 Cr 10.24% Get Details
SBI Life Bond Fund ₹18,103 Cr 6.26% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹14,008 Cr 8.45% Get Details
Axis Max Life Growth Super Fund ₹12,943 Cr 9.5% Get Details
SBI Life Equity Pension II ₹12,893 Cr 10.12% Get Details
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Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 13.48% 11.89% 12.59% Get Details
ICICI Prudential Life Maximiser Fund V 13.9% 13.42% 12.43% Get Details
SBI Life Midcap Fund 22.63% 19.97% Get Details
SBI Life Bond Pension II 6.74% 5.02% 6.53% Get Details
SBI Life Balanced Fund 10.15% 8.69% 10.31% Get Details
ICICI Prudential Life Multi Cap Growth Fund 16.39% 13.8% 11.99% Get Details
SBI Life Bond Fund 7.01% 5.24% 6.91% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 15.45% 13.91% 14.16% Get Details
Axis Max Life Growth Super Fund 14.5% 12.47% 13.76% Get Details
SBI Life Equity Pension II 12.89% 12.1% 13.02% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

Top ULIP Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
PNB MetLife Pension Mid Cap Fund 25.1% 31.41% 18.41% Get Details
Aviva Pension PSU Fund 1.55% 29.27% 29.54% 16.76% Get Details
Axis Max Life High Growth Fund 26.51% 29.43% 18.4% Get Details
Tata AIA Life Multi Cap Fund 19.96% 29% 21.28% Get Details
Aviva PSU 1.62% 28.57% 28.99% 16.43% Get Details
Tata AIA Life Top 200 Fund 21.94% 27.3% 17.9% Get Details
Tata AIA Life India Consumption Fund 22.86% 23.9% 20.57% Get Details
Reliance Pension Energy Fund 2 23.73% 23.66% 16.76% Get Details
Reliance Life Energy Fund 2 23.35% 23.6% 16.69% Get Details
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Funds with High Returns (Past 7 Years)
Opportunities Fund
15.9%
Opportunities Fund
Tata AIA Life Whole Life Mid Cap Equity
18.18%
Tata AIA Life Whole Life Mid Cap Equity
Accelerator Mid-Cap Fund II
14.41%
Accelerator Mid-Cap Fund II
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Frequently Asked Questions
HDFC Life Midcap Momentum Fund
HDFC Life Midcap Momentum Fund is a Equity Fund launched on 31-03-2024. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 14 Jan 2026, the Net Asset Value (NAV) of HDFC Life Midcap Momentum Fund is ₹10.83.
HDFC Life Midcap Momentum Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
HDFC Life Midcap Momentum Fund is not Shariah-compliant.
HDFC Life Midcap Momentum Fund has been in the market since 31-03-2024, providing a long and reliable performance history.

To generate long-term capital appreciation from a portfolio of mid-cap stocks that are aligned to the MidCap Momentum Index.
Over the past year, HDFC Life Midcap Momentum Fund has delivered a return of approximately 0.72% CAGR, making it a competitive performer.
HDFC Life Midcap Momentum Fund is benchmarked against the NIFTY Midcap 150 Momentum 50 Index, which delivered about 31.86% return in the same period. The fund has underperformed its benchmark in recent years.
The fund mainly invests in sectors like Financial holding: 19.72%, Services holding: 14.44%, Healthcare holding: 12.38%, which together form a major part of its portfolio allocation.
The fund primarily allocates 99.34% to Equity holding, making it Conservative 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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