Axis Max Life Launches BSE 500 Value 50 Index Pension Fund for Retirement Planning

Axis Max Life Insurance has launched the BSE 500 Value 50 Index Pension Fund, a passively managed, equity-oriented fund designed to help customers build a strong retirement corpus through value-based investing.

The fund is available under the Axis Max Life Forever Young Pension Plan, a unit-linked, non-participating individual pension plan.

NFO Details and Pricing

The index pension fund is being offered at a net asset value (NAV) of ₹10 per unit during the New Fund Offer (NFO) period, which runs from January 16 to February 3, 2026.

Value-Based Investment Strategy

The fund tracks the BSE 500 Enhanced Value 50 Index, which selects stocks based on strict liquidity and trading criteria. From the BSE 500 universe, it picks 50 stocks with the strongest value scores, using key financial ratios such as:

• Book-to-Price
• Earnings-to-Price
• Sales-to-Price

The portfolio is reviewed and rebalanced every quarter to stay aligned with market conditions.

Portfolio Structure and Diversification

The fund maintains at least 80% exposure to equities and is diversified across major sectors. Financials and Energy form the largest portion of the portfolio, along with exposure to Commodities and Consumer Discretionary sectors.

This diversification helps reduce concentration risk and provides stability over long-term investment horizons.

Management View

Sachin Bajaj, Executive Vice President and Chief Investment Officer at Axis Max Life, said the fund aims to help investors move beyond traditional savings by focusing on attractively valued stocks within a structured retirement framework.

Aimed at Long-Term Retirement Goals

The pension fund combines value investing principles with the discipline of a life insurance-backed pension plan, offering investors a market-linked approach to building long-term retirement wealth.

Conclusion

With the launch of the BSE 500 Value 50 Index Pension Fund, Axis Max Life expands its retirement-focused offerings by providing a diversified, value-driven equity option. The fund is suited for long-term investors seeking steady wealth creation for retirement through market-linked investments.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a private recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.