HDFC Life Midcap Momentum Fund
Returns (as on 25 Nov 2025)
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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 ₹522 Cr, with a Net Asset Value (NAV) of ₹11.18 (as of 25 Nov 2025).
Over time, HDFC Life Midcap Momentum Fund has shown stable growth with For longer horizons, it has delivered Return Since Inception (RSI) of 6.97%, 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: 98.48%, ideal for long-term growth.
- Major sector exposure includes Financial holding: 18.33%, Healthcare holding: 13.03%, Services holding: 12.78%, offering Conservative diversification.
- Since its launch on 31-03-2024, HDFC Life Midcap Momentum Fund has achieved a Return Since Inception (RSI) of 6.97%.
- Managed by HDFC Life, HDFC Life Midcap Momentum Fund is designed for investors seeking Conservative returns with moderate risk exposure.
More Funds from HDFC Life
| Fund name | AUM |
1Y |
|
| HDFC Life Opportunities Fund |
₹36,970 Cr | 4.01% | Get Details |
| HDFC Life Discovery Fund |
₹11,780 Cr | 8.16% | Get Details |
| HDFC Life Blue Chip Fund |
₹8,180 Cr | 5.58% | Get Details |
| HDFC Life Balanced Fund |
₹5,496 Cr | 6% | Get Details |
| HDFC Group Life ULIP Non Superannuation - Defensive Managed Fund II | ₹4,947 Cr | 5.53% | Get Details |
| HDFC Life Flexi Cap Fund |
₹4,691 Cr | 5.46% | Get Details |
| HDFC Policy Discontinued Fund | ₹4,489 Cr | 6.24% | Get Details |
| HDFC Life Diversified Equity Fund |
₹3,677 Cr | 5.94% | Get Details |
| HDFC Growth Fund - Life | ₹2,879 Cr | 6.56% | Get Details |
| HDFC Group Life ULIP - Non Superannuation - Secure Managed Fund II | ₹2,835 Cr | 6.36% | Get Details |
Top 10 Equity Fund
| Fund name |
Returns
|
||||||||
| 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 | 26.22% | 28% | 19.4% | Get Details | |||||
| HDFC Life Discovery Fund | 5.85% | 22.28% | 28% | Get Details | |||||
| Tata AIA Life Top 200 Fund | 5.59% | 21.47% | 27.3% | 17.9% | Get Details | ||||
| Canara HSBC Life Emerging Leaders Equity Fund | 3.73% | 23.64% | 25.88% | Get Details | |||||
| Axis Max Life Pension Growth Super | 2.43% | 17.47% | 24.77% | 14.41% | Get Details | ||||
| Bandhan Life Opportunity Fund | 18.36% | 24.42% | Get Details | ||||||
| Tata AIA Life India Consumption Fund | 6.93% | 22.85% | 24.23% | 20.6% | Get Details | ||||
| SBI Life Midcap Fund | 2.98% | 22.03% | 23.48% | Get Details | |||||
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| SBI Life Equity Fund | ₹81,769 Cr | 1.96% | Get Details |
| ICICI Prudential Life Maximiser Fund V | ₹51,438 Cr | 8.66% | Get Details |
| SBI Life Midcap Fund | ₹47,404 Cr | 3.81% | Get Details |
| SBI Life Bond Pension II | ₹29,605 Cr | 6.38% | Get Details |
| SBI Life Balanced Fund | ₹22,457 Cr | 6.42% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹18,866 Cr | 7.07% | Get Details |
| SBI Life Bond Fund | ₹18,375 Cr | 7.11% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,897 Cr | 4.18% | Get Details |
| Axis Max Life Growth Super Fund | ₹13,086 Cr | 4.53% | Get Details |
| SBI Life Equity Pension II | ₹12,770 Cr | 5.78% | Get Details |
| Fund name |
Returns
|
||||||||
| SBI Life Equity Fund | 3.75% | 12.6% | 14.82% | 12.37% | Get Details | ||||
| ICICI Prudential Life Maximiser Fund V | 10.91% | 13.78% | 16.74% | 11.96% | Get Details | ||||
| SBI Life Midcap Fund | 2.98% | 22.03% | 23.48% | Get Details | |||||
| SBI Life Bond Pension II | 5.75% | 7.18% | 5.16% | 6.61% | Get Details | ||||
| SBI Life Balanced Fund | 7.35% | 9.86% | 10.2% | 10.19% | Get Details | ||||
| ICICI Prudential Life Multi Cap Growth Fund | 7.1% | 15.73% | 16.93% | 11.81% | Get Details | ||||
| SBI Life Bond Fund | 6.47% | 7.42% | 5.4% | 6.97% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 4.18% | 14.83% | 17.03% | 13.7% | Get Details | ||||
| Axis Max Life Growth Super Fund | 6.53% | 13.65% | 15.82% | 13.55% | Get Details | ||||
| SBI Life Equity Pension II | 8.26% | 11.84% | 15.13% | 12.8% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| Aviva Pension PSU Fund | 9.42% | 28.01% | 34.13% | 15.9% | Get Details | ||||
| Aviva PSU | 9.66% | 27.46% | 33.74% | 15.6% | Get Details | ||||
| PNB MetLife Pension Mid Cap Fund | 25.1% | 31.41% | 18.41% | Get Details | |||||
| Axis Max Life High Growth Fund | 26.22% | 28% | 19.4% | Get Details | |||||
| Tata AIA Life Top 200 Fund | 5.59% | 21.47% | 27.3% | 17.9% | Get Details | ||||
| Canara HSBC Life Emerging Leaders Equity Fund | 3.73% | 23.64% | 25.88% | Get Details | |||||
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*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.
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