HDFC Life Top 500 Momentum 50 Fund

Equity Fund
High Risk
Last Updated: 25 Nov 2025
AUM: ₹232 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: ₹9
0.11%
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
2.18% Annual returns
HDFC Life Top 500 Momentum 50 Fund
Performance Graph
As on 25 Nov 2025 
| Data Source - Value research
Fund Definition: This fund aims to track the performance of the top 50 companies within the Nifty 500 selected based on their Normalized Momentum Score. The Normalized Momentum Score for each company is determined based on its 6-month and 12- month price return, adjusted for volatility.

Returns (as on 25 Nov 2025)

Return Calculator

Calculate
Please wait.
Absolute Returns
Invest Now

About HDFC Life Top 500 Momentum 50 Fund

HDFC Life Top 500 Momentum 50 Fund is a Equity Fund launched on 31-10-2024, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹232 Cr, with a Net Asset Value (NAV) of ₹9 (as of 25 Nov 2025).

Over time, HDFC Life Top 500 Momentum 50 Fund has shown stable growth with For longer horizons, it has delivered highlighting its consistent performance track record.

Highlights of HDFC Life Top 500 Momentum 50 Fund

  • It is benchmarked against the Nifty 500 Momentum 50 Index, which delivered 0% in the same period.
  • The fund maintains a strong allocation with Equity holding: 99.02%, ideal for long-term growth.
  • Major sector exposure includes Financial holding: 21.44%, Healthcare holding: 18.56%, Services holding: 15.21%, offering Conservative diversification.
  • Managed by HDFC Life, HDFC Life Top 500 Momentum 50 Fund is designed for investors seeking Conservative returns with moderate risk exposure.

More Funds from HDFC Life

Fund name AUM sort icon 1Y sort icon
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
See more plans

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 26.22% 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
See more plans

Sector Allocation
Financial
21.44%
Healthcare
18.56%
Services
15.21%
Chemicals
12.08%
Capital Goods
8.29%
Technology
7.34%
Insurance
3.9%
Consumer Staples
3.41%
Diversified
3.37%
Metals & Mining
3.33%
Energy
1.39%
Communication
1.17%
Materials
1.04%
Consumer Discretionary
0.83%
Automobile
0.62%
Construction
0.6%
Others
0.41%
View more

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
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
See more plans
Fund name
Returns
YTD% 3Y 5Y 10Y
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
See more plans

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
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
See more plans

Investment Return Calculator (Power of Compounding)
  • One Time
  • Monthly
  • Yearly

Invest For (in Years)

1 30

Stay invested for (in Years)

1 30

Expected rate of return (in %)

1 35
 
YOU INVEST
YOU GET
Funds with High Returns (Past 7 Years)
Opportunities Fund
14.85%
Opportunities Fund
High Growth Fund
19.4%
High Growth Fund
Tata AIA Life Whole Life Mid Cap Equity
17.87%
Tata AIA Life Whole Life Mid Cap Equity
Accelerator Mid-Cap Fund II
14.37%
Accelerator Mid-Cap Fund II
View Plans

Frequently Asked Questions
HDFC Life Top 500 Momentum 50 Fund
HDFC Life Top 500 Momentum 50 Fund is a Equity Fund launched on 31-10-2024. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 25 Nov 2025, the Net Asset Value (NAV) of HDFC Life Top 500 Momentum 50 Fund is ₹9.
HDFC Life Top 500 Momentum 50 Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
HDFC Life Top 500 Momentum 50 Fund is not Shariah-compliant.
HDFC Life Top 500 Momentum 50 Fund has been in the market since 31-10-2024, providing a long and reliable performance history.

This fund aims to track the performance of the top 50 companies within the Nifty 500 selected based on their Normalized Momentum Score. The Normalized Momentum Score for each company is determined based on its 6-month and 12- month price return, adjusted for volatility.
Over the past year, HDFC Life Top 500 Momentum 50 Fund has delivered a return of approximately 0% CAGR, making it a competitive performer.
HDFC Life Top 500 Momentum 50 Fund is benchmarked against the Nifty 500 Momentum 50 Index, which delivered about 24.66% return in the same period. The fund has underperformed its benchmark in recent years.
The fund mainly invests in sectors like Financial holding: 21.44%, Healthcare holding: 18.56%, Services holding: 15.21%, which together form a major part of its portfolio allocation.
The fund primarily allocates 99.02% 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 2008-2025 policybazaar.com. All Rights Reserved

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.