
Tata AIA Life MidCap Momentum Index Fund
Returns (as on 28 Jul 2025)
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About Tata AIA Life MidCap Momentum Index Fund
Tata AIA Life MidCap Momentum Index Fund is a Equity Fund launched on 18-06-2024, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹525 Cr, with a Net Asset Value (NAV) of ₹9.56 (as of 31/07/2025).
Over time, MidCap Momentum Index Fund has shown stable growth with For longer horizons, it has delivered highlighting its consistent performance track record.
Highlights of Tata AIA Life MidCap Momentum Index 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: 99.59%, ideal for long-term growth.
- Major sector exposure includes Others holding: 28.4%, Services holding: 18.92%, Healthcare holding: 11.72%, offering Conservative diversification.
- Managed by Tata AIA Life , Tata AIA Life MidCap Momentum Index Fund is designed for investors seeking Conservative returns with moderate risk exposure.
More Funds from Tata AIA Life
Fund name | AUM |
1Y |
|
Tata AIA Life Whole Life Mid Cap Equity | ₹12,724 Cr | 3.99% | Get Details |
Tata AIA Life Multi Cap Fund |
₹8,663 Cr | 2.24% | Get Details |
Tata AIA Life Top 200 Fund |
₹2,469 Cr | 4.82% | Get Details |
TATA Discontinuance Policy Fund | ₹2,372 Cr | 6.36% | Get Details |
Tata AIA Life India Consumption Fund |
₹2,217 Cr | 3.11% | Get Details |
Tata AIA Life Emerging Opportunities Fund |
₹2,189 Cr | 2.22% | Get Details |
Tata AIA Life Small Cap Discovery Fund |
₹1,397 Cr | 9.66% | Get Details |
Tata AIA Life Equity | ₹1,122 Cr | 1.97% | Get Details |
Top 10 Equity Fund
Fund name |
Returns
|
||||||||
PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
Axis Max Life High Growth Fund | 28.09% | 32.5% | 18.6% | Get Details | |||||
HDFC Life Discovery Fund | 1.02% | 22.79% | 30.95% | Get Details | |||||
Tata AIA Life Top 200 Fund | 3.54% | 24.22% | 30.5% | 18.2% | Get Details | ||||
Canara HSBC Life Emerging Leaders Equity Fund | 25.05% | 30.15% | Get Details | ||||||
Bandhan Life Opportunity Fund | 23.21% | 29.45% | Get Details | ||||||
Tata AIA Life Multi Cap Fund | 0.87% | 21.87% | 28.13% | Get Details | |||||
Tata AIA Life India Consumption Fund | 2.05% | 24.16% | 27.61% | Get Details | |||||
Tata AIA Life Whole Life Mid Cap Equity | 0.23% | 24.17% | 27.14% | 16.66% | Get Details | ||||
SBI Life Midcap Fund | 23.44% | 26.8% | Get Details |
Peer Comparison
- Overview
- Returns
Fund name | AUM |
1Y |
|
SBI Life Equity Fund | ₹81,114 Cr | - | Get Details |
ICICI Prudential Life Maximiser Fund V | ₹53,306 Cr | - | Get Details |
SBI Life Midcap Fund | ₹42,010 Cr | - | Get Details |
HDFC Life Opportunities Fund | ₹38,561 Cr | 0.29% | Get Details |
SBI Life Bond Pension II | ₹29,263 Cr | 7.83% | Get Details |
SBI Life Balanced Fund | ₹23,173 Cr | 3.45% | Get Details |
ICICI Prudential Life Multi Cap Growth Fund | ₹19,592 Cr | 0.85% | Get Details |
SBI Life Bond Fund | ₹19,549 Cr | 8.4% | Get Details |
Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,991 Cr | - | Get Details |
Axis Max Life Growth Super Fund | ₹13,662 Cr | - | Get Details |
Fund name |
Returns
|
||||||||
SBI Life Equity Fund | 0.64% | 14.71% | 17.1% | 11.34% | Get Details | ||||
ICICI Prudential Life Maximiser Fund V | 4.33% | 15.35% | 18.94% | 10.72% | Get Details | ||||
SBI Life Midcap Fund | 23.44% | 26.8% | Get Details | ||||||
HDFC Life Opportunities Fund | 19.92% | 23.81% | 14.24% | Get Details | |||||
SBI Life Bond Pension II | 4.56% | 7.34% | 5.31% | 6.84% | Get Details | ||||
SBI Life Balanced Fund | 4.29% | 10.76% | 11.15% | 9.77% | Get Details | ||||
ICICI Prudential Life Multi Cap Growth Fund | 2.45% | 16.83% | 18.84% | 10.89% | Get Details | ||||
SBI Life Bond Fund | 5.18% | 7.67% | 5.55% | 7.19% | Get Details | ||||
Kotak Mahindra OM Life Classic Opportunities Fund | 16.49% | 19.13% | 12.62% | Get Details | |||||
Axis Max Life Growth Super Fund | 1.87% | 15.28% | 17.47% | 12.32% | Get Details |
Top ULIP Funds
Fund name |
Returns
|
||||||||
PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
Axis Max Life High Growth Fund | 28.09% | 32.5% | 18.6% | Get Details | |||||
HDFC Life Discovery Fund | 1.02% | 22.79% | 30.95% | Get Details | |||||
Canara HSBC Life Emerging Leaders Equity Fund | 25.05% | 30.15% | Get Details |
Latest ULIP Funds
Fund name | Current NAV | Launch Date | 5Yr Returns | Benchmark 5Yr Returns | |
Bajaj Allianz Group Debt Fund | 39.23 Cr | 31-10-2004 | 5.92% | - | Get Details |
ICICI Prudential Pension Balancer | 89.34 Cr | 31-05-2002 | 8.75% | - | Get Details |
Future Generali Group Income Fund | 17.13 Cr | 31-03-2019 | 6.41% | - | Get Details |
Canara HSBC OBC Life Policyholders Unclaimed Monies Fund | 16.3 Cr | 31-03-2016 | 4.79% | - | Get Details |
*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.
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India 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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