Axis Max Nifty 500 Multifactor 50 Index Pension Fund
The Axis Max Life Nifty 500 Multifactor 50 Index Pension Fund is a market-linked retirement solution that follows a smart, data-driven investment strategy. It tracks the Nifty 500 Multifactor MQVLv 50 Index, selecting 50 high-potential stocks using Momentum, Quality, Value, and Low Volatility factors. With 45x historical returns over 20 years, it offers long-term growth, tax benefits, and low costs. The New Fund Offering (NFO) is open for subscription from 1st July to 16th July.
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Plans starting from₹1000/month
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Investment Plans
Generate wealthEarn 1 Cr# in maturity with Zero LTCG tax¶
Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
Axis Max Nifty 500 Multifactor 50 Index Pension Fund
What is Axis Max Nifty 500 Multifactor 50 Index Pension Fund?
The Axis Max Nifty 500 Multifactor 50 Index Pension Fund is a market-linked pension solution that invests in the top 50 stocks from the Nifty 500 universe, selected through a multi-factor investment strategy. This fund is part of the Forever Young Pension Plan, a low-cost ULIP designed to help individuals build long-term retirement wealth.
The fund tracks the Nifty 500 Multifactor MQVLv 50 Index, which combines four proven equity factors—Momentum, Quality, Value, and Low Volatility—to identify and invest in high-potential stocks. The index has historically delivered 45x returns over 20 years, showcasing its long-term growth capability.
Highlights of Axis Max Nifty 500 Multifactor 50 Index Pension Fund
Particulars
Details
Benchmark Index
Nifty500 Multifactor MQVLv 50 Index
Benchmark Index Returns
5-Year Returns: 31.3% p.a.
Risk Profile
High
NFO Launch Date
1st July 2025
NFO Duration
1st July to 16th July 2025
Current NAV
₹10
Reasons Why You Should Consider Investing in Axis Max Nifty 500 Multifactor 50 Index Pension Fund
Backed by a High-Performing Index
The underlying index has delivered an impressive CAGR and outperformed traditional indices over the long term, with ₹100 growing to ₹4,530 in 20 years.
Scientific Factor-Based Stock Selection
The fund uses the B.E.S.T. strategy—Blend of Equity factors: Momentum, Quality, Value, and Low Volatility—for selecting top 50 stocks from the Nifty 500.
Tax-Efficient Retirement Planning
Being part of a ULIP structure, the plan offers tax benefits under Section 80C and 10(10D) of the Income Tax Act.
Low Fund Management Charges (FMC)
With an FMC of just 1.35%, it’s one of the cost-efficient retirement solutions available today.
Added Retirement Benefits
Includes loyalty additions from the 10th policy year onwards, and partial withdrawals after 5 years for emergencies.
What is the Nifty500 Multifactor MQVLv 50 Index?
The Nifty500 Multifactor MQVLv 50 Index is a strategy index developed by NSE Indices. It tracks the performance of a portfolio of 50 stocks drawn from the Nifty 500 universe, selected based on a combination of four key investment factors: Momentum, Quality, Value, and Low Volatility.
Key Features:
Constituents: 50 stocks, all part of the Nifty 500 index at the time of review.
Factor Selection: Stocks are chosen using a multifactor approach:
Momentum: Assessed via 6- and 12-month price returns, adjusted for volatility.
Quality: Evaluated by return on equity (ROE), financial leverage (debt-to-equity ratio), and earnings per share (EPS) growth variability over five years.
Value: Measured using earnings-to-price, book value-to-price, sales-to-price ratios, and dividend yield.
Low Volatility: Based on the standard deviation of daily price returns over the last year
Nifty500 Multifactor MQVLv 50 Index With Other Indices
Index Name
5-Year Return
RSI (20 Years)
NIFTY 500 Multifactor 50 Index
31.3%
21%
NIFTY 200
22%
12.6%
NIFTY 50
20.3%
11.9%
NIFTY 100
20.4%
12%
NIFTY 500
23.1%
13.2%
Sector Representation of Nifty500 Multifactor MQVLv 50 Index
Sector
Allocation (%)
Financial Services
24.94%
Oil Gas & Consumable Fuels
14.81%
Fast Moving Consumer Goods
13.38%
Healthcare
11.3%
Automobile and Auto Components
9.04%
Consumer Durables
6.07%
Information Technology
5.45%
Construction Materials
4.74%
Chemicals
2.72%
Textiles
2.57%
Services
1.75%
Consumer Services
1.66%
Capital Goods
1.57%
Companies of Nifty500 Multifactor MQVLv 50 Index
How to Buy Axis Max Nifty 500 Multifactor 50 Index Pension Fund From Policybazaar?
To buy the Axis Max Nifty 500 Multifactor 50 Index Pension Fund from Policybazaar, follow these steps:
Step 1: Fill in your name and contact number in the form on this page to get started.
Note: Your details are kept confidential and will only be used to customize your benefits.
Step 2: You can also visit the plans just by clicking View Plans below
Step 3: Once logged in, you'll be prompted to fill in your city, age, and annual income in the provided form. This information will be used to check the personalised benefits of the plans.
Step 4: After providing your personal information, you'll be presented with Axis Max Investment Plans on a blue and red card. Select the Axis Max Nifty 500 Multifactor 50 Index Pension Fund option that best suits your needs from the following options:
Step 5: In the Axis Max Nifty 500 Multifactor 50 Index Pension Fund, click the "Get Details" tab for more information.
You can also get FREE expert consultation; just click on the talk to an expert button.
Step 6: Review plan details carefully. Once satisfied, click on the "Proceed" button and follow the prompts on the screen to move forward with the purchase.
Step 7: You will be prompted to enter essential details and specify the amount you want to invest. Select the preferred mode of payment for your investment.
Step 8: Provide your required KYC (Know Your Customer) details. This step is essential for regulatory compliance.
Step 9: Complete the payment process. Upon successful payment, you will receive confirmation of your purchase.
What are the Benefits of Investing in Axis Max Nifty 500 Multifactor 50 Index Pension Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Axis Max Nifty 500 Multifactor 50 Index Pension Fund without the hassle of visiting banks or agents.
Plan Comparison: Evaluate various investment options, including the latest funds, to make well-informed choices and secure competitive deals.
Professional Support: Benefit from expert advice to choose the NFO plan that aligns with your financial goals and requirements.
Tax Savings: Enjoy tax benefits under Section 80C and Section 10(10D) of the Income Tax Act by investing through Policybazaar.
FAQs
What is the NFO period for this fund?
The Axis Max Nifty 500 Multifactor 50 Index Pension Fund is available for subscription from 1st July to 16th July. The fund will be issued on 16th July at a NAV of ₹10.
How are the stocks selected in this fund?
The fund tracks the Nifty 500 Multifactor MQVLv 50 Index, which selects 50 stocks using a multi-factor strategy based on Momentum, Quality, Value, and Low Volatility.
Who is this fund ideal for?
This fund is ideal for individuals planning for retirement who want market-linked growth with scientific diversification and tax benefits.
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in *Past 10 Year annualised returns as on 01-07-2025 *All savings plans are provided by the insurer as per the IRDAI approved insurance plan.
Tax benefit is subject to changes in tax laws. Standard T&C Apply
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs. **Returns are based on past 10 years' fund performance data (Fund Data Source: Value Research).
Generate wealthEarn 1 Cr# in maturity with Zero LTCG tax¶
Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
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