Star Union Dai-ichi Life Midcap Momentum Index Fund

Fund
Last Updated: 29 Jan 2026
AUM: ₹492 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: ₹10.52
0.57%
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
% Annual returns
Star Union Dai-ichi Life Midcap Momentum Index Fund
Performance Graph
As on 29 Jan 2026 
| Data Source - Value research

Returns (as on 29 Jan 2026)

Return Calculator

Calculate
Please wait.
Absolute Returns
Invest Now

About Star Union Dai-ichi Life Midcap Momentum Index Fund

Star Union Dai-ichi Life Midcap Momentum Index Fund is a Fund launched on 24-01-2025, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹492 Cr, with a Net Asset Value (NAV) of ₹10.52 (as of 29 Jan 2026).

Over time, Star Union Dai-ichi Life Midcap Momentum Index Fund has shown stable growth with 4.66% return in the last 1 year, For longer horizons, it has delivered Return Since Inception (RSI) of 5.14%, highlighting its consistent performance track record.

Highlights of Star Union Dai-ichi Life Midcap Momentum Index Fund

  • The fund maintains a strong allocation with Equity holding: 95.06%, ideal for long-term growth.
  • Major sector exposure includes Financial holding: 21.77%, Services holding: 12.2%, Chemicals holding: 11.13%, offering Conservative diversification.
  • Since its launch on 24-01-2025, Star Union Dai-ichi Life Midcap Momentum Index Fund has achieved a Return Since Inception (RSI) of 5.14%.
  • Managed by Star Union Dai-ichi Life, Star Union Dai-ichi Life Midcap Momentum Index Fund is designed for investors seeking Conservative returns with moderate risk exposure.

More Funds from Star Union Dai-ichi Life

Fund name AUM sort icon 1Y sort icon
Star Union Dai-ichi Life
Blue-Chip Equity Fund
₹1,446 Cr 6.6% Get Details
Star Union Dai-ichi Life
Growth Plus Fund
₹772 Cr 4.76% Get Details
Star Union Dai-ichi Discontinued Life Policies Fund ₹671 Cr 5.75% Get Details
Star Union Dai-ichi Life
Mid Cap Fund
₹540 Cr 2.4% Get Details
Star Union Dai-ichi Life Midcap Momentum Index Fund ₹492 Cr 4.66% Get Details
Star Union Dai-ichi Life
Balanced Plus Fund
₹324 Cr 3.23% Get Details
Star Union Dai-ichi Life
Gilt Fund
₹217 Cr 2.47% Get Details
Star Union Dai-ichi Apex Growth ₹88 Cr 5.58% Get Details
Star Union Dai-ichi Apex Equity ₹84 Cr 6.38% Get Details
Star Union Dai-ichi Life
Income Fund
₹82 Cr 4.72% Get Details
See more plans

Asset Allocation
Equity holding
Debt holding
Cash holding

Top 10 Fund

Fund name
Returns
YTD% 3Y 5Y 10Y
Exide Life Mid Cap Fund 24.72% 19.14% Get Details
HDFC Group Pension ULIP - Superannuation - Growth Fund 19.74% 18.81% Get Details
Tata AIA Life Group Pension Equity Fund 20.75% 18.34% Get Details
ICICI Prudential Group Equity Fund II 15.59% 14.93% Get Details
TATA Growth Fund 16.26% 14.7% 14.19% Get Details
IndiaFirst Equity Elite Opportunities Fund 13.02% 14.62% Get Details
Bajaj Allianz Group Blue Chip Fund 14.01% 14.29% Get Details
IDBI Federal Group Equity Fund (GROUP LIFE) 13.85% 14.15% Get Details
Reliance Life Group Equity Fund 4 12.9% 13.87% Get Details
Exide Life Capped Nifty Index Fund 12.95% 13.53% Get Details
See more plans

Sector Allocation
Financial
21.77%
Services
12.2%
Chemicals
11.13%
Capital Goods
10.4%
Others
8.69%
Healthcare
8.55%
Technology
6.93%
Consumer Discretionary
4.89%
Metals & Mining
3.53%
Diversified
3.28%
Communication
3.22%
Construction
2.46%
Consumer Staples
2.08%
Materials
1.96%
Energy
1.92%
Automobile
1.52%
Textiles
1.16%
View more

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹83,975 Cr 5.59% Get Details
SBI Life Midcap Fund ₹52,995 Cr 10.11% Get Details
ICICI Prudential Life Maximiser Fund V ₹50,571 Cr 11.34% Get Details
HDFC Life Opportunities Fund ₹36,263 Cr 7.26% Get Details
SBI Life Bond Pension II ₹29,479 Cr 4.52% Get Details
SBI Life Balanced Fund ₹22,084 Cr 7.17% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,521 Cr 9.59% Get Details
SBI Life Bond Fund ₹17,457 Cr 5.29% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹13,777 Cr 9.6% Get Details
Axis Max Life Growth Super Fund ₹12,943 Cr 7.9% Get Details
See more plans
Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 13.59% 13.13% 12.43% Get Details
SBI Life Midcap Fund 23.46% 21.19% Get Details
ICICI Prudential Life Maximiser Fund V 14.03% 14.64% 12.39% Get Details
HDFC Life Opportunities Fund 19.35% 19.5% 15.9% Get Details
SBI Life Bond Pension II 6.76% 5.02% 6.52% Get Details
SBI Life Balanced Fund 10.26% 9.34% 10.24% Get Details
ICICI Prudential Life Multi Cap Growth Fund 16.87% 14.94% 11.83% Get Details
SBI Life Bond Fund 7.04% 5.23% 6.89% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 16.14% 15.1% 14.03% Get Details
Axis Max Life Growth Super Fund 14.73% 13.5% 13.55% 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 4.72% 32.25% 32.84% 17.49% Get Details
Aviva PSU 4.6% 31.46% 32.22% 17.13% Get Details
PNB MetLife Pension Mid Cap Fund 25.1% 31.41% 18.41% Get Details
Axis Max Life High Growth Fund 26.8% 29.43% 18.4% Get Details
Tata AIA Life Multi Cap Fund 20.43% 29% 21.05% Get Details
HDFC Life Discovery Fund 23.07% 28% Get Details
Tata AIA Life Top 200 Fund 22.24% 27.3% 17.9% Get Details
Reliance Pension Energy Fund 2 0.25% 24.59% 25.47% 17.12% Get Details
Reliance Life Energy Fund 2 0.29% 24.22% 25.42% 17.05% 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
View Plans

Frequently Asked Questions
Star Union Dai-ichi Life Midcap Momentum Index Fund
Star Union Dai-ichi Life Midcap Momentum Index Fund is a Fund launched on 24-01-2025. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 29 Jan 2026, the Net Asset Value (NAV) of Star Union Dai-ichi Life Midcap Momentum Index Fund is ₹10.52.
Star Union Dai-ichi Life Midcap Momentum Index Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Star Union Dai-ichi Life Midcap Momentum Index Fund is not Shariah-compliant.
Star Union Dai-ichi Life Midcap Momentum Index Fund has been in the market since 24-01-2025, providing a long and reliable performance history.

Over the past year, Star Union Dai-ichi Life Midcap Momentum Index Fund has delivered a return of approximately 4.66% CAGR, making it a competitive performer.
The fund mainly invests in sectors like Financial holding: 21.77%, Services holding: 12.2%, Chemicals holding: 11.13%, which together form a major part of its portfolio allocation.
The fund primarily allocates 95.06% 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

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.