HDFC Life Insurance Midcap Momentum Fund

F00001L419
NAV / 1-Day Return
10.78 / 0.67%
Total Assets
5.1 Bil
Inception Date
Mar 31, 2024
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
—
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
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-8.35
Category
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Index
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Quartile Rank
—
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Percentile Rank
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# of Invest. in Cat.
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Category Name
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—
—
—
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—
—
IN031 India Insurance Equity - Other
IN031 India Insurance Equity - Other

Asset Allocation

Asset Class Investment Category Index
Equity 98.58 95.85 –
Fixed Income 0.00 0.00 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 1.42 4.47 –
Other 0.00 0.14 –
Investment as of Jun 30, 2025 | Category: Equity - Other as of Jun 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Mar 31, 2024
Number of Managers
1
Longest Tenure
1.3 Years
Average Tenure
1.3 Years
Advisor(s)
HDFC Life Insurance Co Ltd

Management Team

Sumeet Hinduja
Apr 01, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
49 0
Bond Holding
0 0
Other Holding
2 0
Total Holding
51 0
Equity Holdings
49
Bond Holdings
0
Other Holdings
2
Total Holdings
51
% Assets in Top 10 Holdings
41
Reported Turnover %
—
As of —
Women Directors %
17
Women Executives %
8
Holdings
% Portfolio Weight
First Bought
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ESG Risk Rating Assessment
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