Ahmedabad 6th January 2025: Star Union Dai-ichi Life Insurance Co. Ltd. (SUD Life) proudly announces the launch of the SUD Life MidCap Momentum Index Fund this new year, presenting policyholders with an exciting opportunity to harness the growth potential of India’s vibrant mid-cap market.
For those unfamiliar, midcap companies are those that have a proven business model, are primed for high growth, and which are under-owned by equity markets. While mid- cap indices may exhibit higher volatility, they often deliver superior returns over the long term compared to large-cap indices, making them a compelling choice for growth- oriented investors. Momentum investing, on the other hand, carries less risk. SUD Life Midcap Momentum Index Fund, with its 6-monthly rebalancing, highlights the best- performing stocks while systematically removing weaker ones. This rebalancing methodology not only focuses on strong returns but also rewards stocks exhibiting lower volatility.
This fund tracks the Nifty MidCap 150 Momentum 50 Index, which combines two powerful investment strategies: mid-cap growth potential and momentum, identifying the top- performing mid-cap stocks based on their price momentum over a defined period, ensuring a focused portfolio of companies demonstrating consistent performance and growth trends. The fund curates a low-cost, diversified portfolio of midcap stocks, helping investors capture the growth cycle across various stocks in the midcap universe.
“The fund is well suited for investors with a moderate to high-risk appetite, aiming for long term capital appreciation and exposure to India’s thriving mid-cap market. It suits those looking to enhance their portfolio with a smart, momentum-driven strategy”, said Prashant Sharma, Chief Investment Officer of SUD Life.
With SUD Life’s Midcap Momentum Index Fund, investors can stay ahead of market trends and position their portfolios to reap the benefits of India’s growth story while maintaining their life insurance cover. Invest today and take a confident step toward achieving your financial goals.
This fund will be available under SUD Life Star Tulip, SUD Life Wealth Creator, SUD Life Wealth Builder, and SUD Life e-Wealth Royale at present.
IN THIS POLICY, THE INVESTMENT RISK IN THE INVESTMENT PORTFOLIOS IS BORNE BY THE POLICYHOLDER.
Disclaimers:
“SUD Life MidCap Momentum Index Fund” (SFIN: ULIF 034 27/12/24 SUD-LI-NMM 142) is a name of investment fund offered by SUD Life Insurance Company under its unit-linked life insurance products.
SUD Life Star Tulip (UIN: 142L091V01), SUD Life Wealth Builder (UIN: 142L042V04),
SUD Life e-Wealth Royale (UIN: 142L082V03) and SUD Life Wealth Creator (UIN: 142L077V01).
Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factor. The premium paid in Unit Linked Life Insurance Policies are subject to Investment Risks associated with Capital Markets and NAVs of units may go up or down based on the performance of the fund and factors influencing the Capital Market and the insured is responsible for his/her decisions. Please know the associated risks and the applicable charges, from your insurance agent or the intermediary or policy document issued by the insurance company. The various funds offered under this product are the names of the funds and do not in any indicate the quality of these, their prospects and returns. The past performances of the funds are not indicative of the future performance of any of the funds available under this Policy. There are no guaranteed or assured returns in this policy, except under Discontinued Policies Fund where the minimum guaranteed interest will be as prescribed by the IRDAI from time to time. The policyholder can withdraw the invested amount only after the completion of five plan years.
Star Union Dai-ichi Life Insurance Company Limited | IRDAI Regn. No: 142
CIN: U66010MH2007PLC174472 | Registered Office: 11th Floor, Vishwaroop I.T. Park, Plot No. 34, 35 & 38, Sector 30A of IIP, Vashi, Navi Mumbai – 400 703 | 1800 266 8833 (Toll Free) | Timing: 9:00 am – 7:00 pm (Mon – Sat) | Email ID: customercare@sudlife.in | Visit: www.sudlife.in | For more details on risk factors, terms and conditions, please refer to the sales brochure carefully, before concluding the sale. Trade-logo displayed belongs to M/s Bank of India, M/s Union Bank of India and M/s Dai-ichi Life International Holdings LLC and are being used by Star Union Dai-ichi Life Insurance Co. Ltd. under license.
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