Axis Max Life unveils High Growth Pension Fund, NFO open till Oct 7

Axis Max Life Insurance Limited has introduced the High Growth Pension Fund, an actively managed, equity-heavy pension plan designed to help investors create a strong retirement corpus. The fund is available under the Axis Max Life Forever Young Pension Plan, a Unit-Linked Non-Participating Individual Pension Plan.

NFO Details

• NFO Period: September 22 – October 7, 2025
• NAV at Launch: ₹10 per unit
• Fund Management Charge: 1.35% p.a.
• Fund Type: Pension – Actively Managed Equity Fund
• Benchmark: Nifty Midcap 100 Index
• Risk Profile: Very High

Investment Strategy

The fund aims to deliver inflation-protected retirement income by investing mainly in equities. It will focus on mid-cap companies with strong growth potential across both traditional and emerging sectors such as:

• Renewable energy
• Electrical equipment manufacturing
• Financial services
• Technology-driven businesses

The portfolio will allocate 70–100% in equities and up to 30% in bonds, government securities, and money market instruments for risk management.

Read More: Step-Up SIP Calculator: What Will a ₹5,000 Step-Up SIP Be Worth in 7 Years?

Who Should Invest?

This fund is meant for long-term investors with a minimum horizon of 5 years or more. Given its equity-oriented nature, it carries a very high risk but offers the potential for higher returns over time.

Conclusion

The Axis Max Life High Growth Pension Fund provides an opportunity to build a larger retirement corpus through exposure to mid-cap equities. While the high-risk profile may not suit conservative investors, it can be a good option for those seeking long-term growth with a focus on retirement planning.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal 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.