Archive · 18 Jan 2026
Axis Max Life Launches BSE 500 Value 50 Index Pension Fund
Axis Max Life Insurance has introduced a new investment fund called the BSE 500 Value 50 Index Pension Fund.
This fund is designed to help people save for retirement by investing in stocks that are considered good value for their price.
The fund will track the BSE 500 Enhanced Value 50 Index, which selects 50 stocks based on their book, earnings, and sales ratios.
The fund will be available at Rs.
10 per unit during its initial offer period from January 16, 2026, to February 3, 2026.
The fund aims to provide a stable and diversified investment option by spreading investments across different industries, including finance, energy, commodities, and consumer goods.
This new fund is part of Axis Max Life's commitment to offering financial tools that help people achieve a financially secure retirement.
Passive investing, which involves tracking market indices, is recommended for beginners due to its simplicity and lower costs.
Experts suggest starting with large-cap indices like the Nifty 50 or Nifty 100, which offer broad market exposure and are less volatile.
However, passive funds should be chosen carefully, avoiding narrow sectors or thematic ideas unless the investor has a deep understanding of the sectoral dynamics.
Axis Max Life Insurance has launched the BSE 500 Value 50 Index Pension Fund, a passively managed equity-oriented fund.
The fund is available through the Axis Max Life Forever Young Pension Plan and will be offered at Rs. 10 per unit during the NFO period from January 16, 2026, to February 3, 2026.
The fund mirrors the BSE 500 Enhanced Value 50 Index, which selects 50 stocks based on value metrics like Book-to-Price, Earnings-to-Price, and Sales-to-Price ratios.
The fund maintains a minimum 80% equity exposure and is reconstituted quarterly to align with market dynamics.
The fund is diversified across major industries such as Financial, Energy, Commodities, and Consumer Discretionary to provide a stable path toward retirement goals.
- Who
- Axis Max Life Insurance Limited
- What
- Launched the BSE 500 Value 50 Index Pension Fund
- When
- NFO period from January 16, 2026, to February 3, 2026
- Where
- India
- Why
- To provide a value-conscious investment option for retirement savings
Passive Investing Advocates
Active Investing Advocates
Investment Strategy
Passive Investing Advocates
Passive investing through index funds and ETFs is recommended for its low cost, simplicity, and elimination of underperformance risk relative to benchmarks.
Active Investing Advocates
Active investing allows for potential outperformance through skilled fund management and strategic timing, especially in market segments like mid- and small-caps.
Risk Management
Passive Investing Advocates
Passive funds provide a straightforward way to achieve market returns with lower risk of underperformance, suitable for beginners and long-term investors.
Active Investing Advocates
Active management can better navigate market volatility and economic cycles, potentially offering higher returns in favorable conditions.
Market Exposure
Passive Investing Advocates
Passive funds offer broad market exposure, which is ideal for diversification and reducing sector-specific risks.
Active Investing Advocates
Active funds can selectively invest in high-growth sectors or undervalued stocks, potentially enhancing returns.
- Company Name
- Axis Max Life Insurance Limited
- Fund Name
- Axis Max Life BSE 500 Value 50 Index Pension Fund
- NFO Period
- January 16, 2026, to February 3, 2026
- NAV during NFO
- Rs. 10 per unit
- Index Tracked
- BSE 500 Enhanced Value 50 Index
- Minimum Equity Exposure
- 80%
- Reconstitution Frequency
- Quarterly
- Gross Written Premium (FY2024-25)
- INR 33,223 Cr
- Passive Funds AUM (as of 30 September 2025)
- ₹12.58 trillion (ETFs: ₹9.5 trillion, Index Funds: ₹3.08 trillion)
- Recommended Indices for Beginners
- Nifty 50, Nifty 100, Nifty 500
