When can I invest in the Axis Max Sustainable Wealth 50 Index Fund?

You can invest in the Axis Max Life Sustainable Wealth 50 Index Fund NFO from January 2 to January 16, 2025.

What is the minimum investment amount for the Axis Max Life Sustainable Wealth 50 Index Fund?

The minimum investment amount for the Axis Max Life Sustainable Wealth 50 Index Fund NFO is ₹2,000.

What investment strategy does the Axis Max Life Sustainable Wealth 50 Index Fund use?

The fund uses a Free Cash Flow (FCF) strategy to select companies that are profitable, financially stable, and have strong growth potential.

What are the expected returns from the Axis Max Life Sustainable Wealth 50 Index Fund?

Historically, the fund has delivered benchmark returns of 25.2% over the last ten years, indicating strong growth potential for investors.

How does the Axis Max Life Sustainable Wealth 50 Index Fund select its stocks?

The fund starts with 500 stocks and filters them based on profitability, financial stability, and growth potential to identify the top 50 stocks for investment.

How can I invest in the Axis Max Life Sustainable Wealth 50 Index Fund?

You can invest in the Axis Max Life Sustainable Wealth 50 Index Fund through online platforms like Policybazaar by following their simple registration and investment process.

What benefits do I get from investing through Policybazaar?

Investing through Policybazaar offers convenience, easy comparison of plans, expert assistance, and potential tax benefits under Section 80C and Section 10(10) of the Income Tax Act.

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Disclaimer: # The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. In Unit Linked Insurance Plans, the investment risk in the investment portfolio is borne by the policyholder and the returns are not guaranteed. Maturity Value: ₹1,05,02,174 @ CAGR 8%; ₹50,45,591 @ CAGR 4%. All plans listed here are of insurance companies’ funds.

Axis Max Life Sustainable Wealth 50 Index Fund NFO

The Axis Max Life Sustainable Wealth 50 Index Fund NFO is a new investment opportunity available from January 2 to 16, 2025. The fund, launched by Axis Max Life Insurance, targets companies with strong long-term stock value, ensuring that your investments are not only sustainable but also financially sound. It features a current Net Asset Value (NAV) of ₹10 during the NFO period.

Plans starting from ₹1000/month

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))
Compare & Choose 30+ Plans and 150+ Fund options

What is Axis Max Life Sustainable Wealth 50 Index Fund?

The Axis Max Life Sustainable Wealth 50 Index Fund NFO is a newly launched New Fund Offering (NFO) by Axis Max Life Insurance. It targets profitable, financially stable companies across large-, mid-, and small-cap stocks in the Nifty 500 Benchmark.

With a minimum investment of ₹2,000 and an NAV of ₹10, the Axis Max Sustainable Wealth 50 Index Fund aims to outperform market cycles consistently. Historically, it has delivered benchmark returns of 25.2% over ten years.

The Axis Max Life Sustainable Wealth 50 Index Fund is available with various Axis Max Life Investment Plans, that offer you both potential for investment growth along with life insurance coverage.

Key Insights of Axis Max Life Sustainable Wealth 50 Index Fund

Particulars	Details of Axis Max Life Sustainable Wealth 50 Index Fund
Investment Objective	The fund follows the Free Cash Flow (FCF) strategy that helps you find companies that generate cash flow, which is key to long-term stock value.
Benchmark Index	Axis Max Life Sustainable Yield Index
Benchmark Index Returns	10-Year Returns: 25.20% p.a. 5-Year Returns: 37% p.a.
Risk Profile	High
NFO Duration	02 January to 16 January 2025
Current Net Asset Value (NAV)	₹10
Minimum Investment	₹2,000 per month

Reason To Invest Axis Max Wealth 50 Index Fund

Key Features of Axis Max Life Sustainable Wealth 50 Index Fund

The key features of the Axis Max Life Sustainable Wealth 50 Index Fund are as follows:

Axis Max Life introduces the industry's first proprietary fund with a sustainable free cash flow strategy.
The Nifty 500 FlexiCap universe includes a mix of large-cap, mid-cap, and small-cap stocks selected from the top 500 Nifty stocks.
The Free Cash Flow strategy focuses on stocks that are profitable, financially stable, and have strong growth potential.
These stocks are expected to consistently outperform across various market cycles.
The fund has delivered benchmark returns of 25.2% over the last 10 years (Axis Max Life Sustainable Yield Index).
Passive index investment reduces non-systematic risks like stock selection and fund manager bias.
The fund is offered with all categories of investment options like child plans, retirement plans, and tax-saving plans starting from ₹2,000 with no charges.
A limited-period offer (from 2nd to 16th January 2025) allows investors to avail NAV of ₹10.
This Axis Max Life NFO is exclusively available online.

Best Investment Plans to Invest in Axis Max Life Sustainable Wealth 50 Index Fund NFO

Plan Name	Growth	Child	Retirement
Capital Guarantee Plans	- Online Savings Plan + SWAG Plan (Lump Sum) - Starts at ₹2,000	- Online Savings Plan + SWAG Plan (Policy Continuance Benefit) - Starts at ₹2,000	- FWAP Plan (Whole Life Income) + SWAG Plan - Starts at ₹2,000
ULIP Plans	- Online Savings Plan (Zero Cost ULIP) - Starts at ₹2,000	- Online Savings Plan with WOP - Starts at ₹2,000	- Flexi Wealth Advantage Plan - Starts at ₹2,000

NOTE:
-SWAG: Axis Max Life Smart Wealth Advantage Guarantee Plan;
-FWAP: Axis Max Life Flexi Wealth Advantage Plan;
-WOP: Waiver of Premium.

What is the Free Cash Flow Strategy of Axis Max Life Sustainable Wealth 50 Index Fund?

The Axis Max Life Sustainable Wealth Index Fund uses the "Free Cash Flow" (FCF) strategy, focusing on companies with robust cash flow after meeting essential expenses. Let’s understand the FCF strategy in detail.

What is Free Cash Flow (FCF)?

FCF = Cash Flow from Operations - Capital Expenditures (CapEx)

Here,

Cash Flow from Operations:
- Money earned from core business activities.
- Excludes income from loans or investments.
Capital Expenditures (CapEx):
- Funds used to purchase, upgrade, or maintain assets like property, machinery, or technology.
FCF:
- Cash left after covering operational and capital costs.
- Reflects financial health and growth potential.
Positive Cash Flow: It indicates self-sustainability and ability to grow without external funding, which leads to higher growth and returns.
Negative Cash Flow: Suggests dependency on external funding to support growth.

Therefore, the Free Cash Flow Strategy focuses on companies with strong financial health. It identifies businesses that generate surplus cash after meeting all operational and capital expenses. This leftover cash shows the company’s ability to sustain operations, less dependence on external sources, invest in growth, and reward investors.

How Does the Axis Max Life Sustainable Wealth 50 Index Fund Work?

Let us learn the workings of the Axis Max Life Sustainable Wealth 50 Index Fund.

Focus: The fund invests in the top 50 stocks that are profitable, financially stable, and have long-term growth potential.
Index Methodology: It starts with the top 500 stocks, made up of 100 large-cap, 150 mid-cap, and 250 small-cap companies. From these, the best 50 stocks based on free cash flow are selected.
Profitability: The first filter is to find companies that are profitable, meaning they are already making money from their operations.
Financial Stability: The next filter focuses on companies with low or manageable debt, which ensures financial stability and lower risk.
Growth Potential: The final filter looks for companies that are reinvesting their profits wisely to drive future growth and long-term success.
The Outcome: By applying these three filters (Profitability, Financial Stability, and Growth Potential), the strategy identifies the "Top 50 Aatmanirbhar Stocks"—self-reliant companies that are financially strong and capable of long-term success.
Reconstitution: The Axis Max Life Sustainable Wealth 50 Index Fund selects the top 50 companies based on their free cash flow performance, reviewing and reconstituting the portfolio annually on 15th June.
Rebalancing: The index rebalances quarterly by assigning an equal weight of 2% to each of the top 50 stocks. Weights may fluctuate with stock price movements but are reset to 2% during rebalancing.
Benefits of Investing:
- Promote Winners, Demote Losers: The strategy focuses on companies that perform well and removes underperforming ones.
- High Returns, Low Volatility: The selected stocks offer good returns with lower price fluctuations.

Axis Max Wealth 50 Index Fund

Historical Performance of the Axis Max Life Sustainable Yield Index

Index Name	3-Year Returns	5-Year Returns	10-Year Returns
Axis Max Life Sustainable Yield Index	38.9%	37.00%	25.20%
NIFTY 50 Index	13.6%	16.2%	12.20%
NIFTY Midcap 150 Index	24.2%	28.00%	18.80%
NIFTY Smallcap 250 Index	25.6%	30.80%	16.70%
NIFTY 500 Index	16.9%	19.50%	13.90%
NIFTY 500 Equal Weight Index	21.5%	25.20%	16.1%

[Source: nseindia.com]

If you had invested ₹100 ten years ago in the Axis Max Life Sustainable Yield Index, your money would have grown to about ₹946 today. This is almost ten times your original investment.

Sectoral Representation of Axis Max Life Sustainable 50 Index Fund NFO

Top Sectors	Weightage of Invested Assets
Information Technology	16%
Oil, Gas, & Consumable Fuels	14%
Automobile and Auto Components	10%
Services	10%
Construction	8%
Chemicals	6%
Metals and Mining	6%
Power	6%
Capital Goods	4%
Healthcare	4%
Telecommunication	4%
Construction Materials	4%
Fast Moving Consumer Goods	2%
Media, Entertainment, and Publication	2%
Forest Materials	2%
Realty	2%

Company Portfolio of Axis Max Life Sustainable Yield Index

About Axis Max Life Insurance Company

Max Life is stronger and bolder with an enhanced partnership with Axis Bank.
Axis Max Life Insurance is known for its trust and reliability with a claim settlement ratio of 99.65%.
The company manages assets worth ₹1.7 lakh crore (₹1.7 trillion).
It is recognized as one of the best companies to work for.
Axis Max Life provides a premium child plan with a zero-cost ULIP and is recognized for its efficient and seamless policy issuance process.
It has introduced innovative, industry-first investment funds.
The company ensures outstanding policy persistence and customer retention.

Historical Performance of Previous Axis Max Life Insurance New Fund Offers (NFOs):

Fund Details	Date of Inception	Returns Since Inception
Axis Max Life High Growth Fund	26 February 2008	19.00%*
Axis Max Life Diversified Equity Fund	08 June 2020	27.30%
Axis Max Life Pure Growth Fund	08 February 2023	33.00%
Axis Max Life Small Cap Quality Fund	28 August 2023	38.00%
Axis Max Life Mid Cap Momentum Fund	30 January 2024	22.70%

*10-year returns for Axis Max Life High Growth Fund

Steps to Invest in Axis Max Life Sustainable Wealth 50 Index Fund NFO

To buy the Axis Max Life Sustainable Wealth 50 Index Fund through Policybazaar, follow these simple steps:

Step 1: Enter your name and contact number in the form available on this page and click on View Plans.
Step 2: A list of available Axis Max Life ULIP Plans will appear. Select the plan that suits you. The options include:
- Axis Max Life Capital Guarantee Solution
- Axis Max Life Capital Guarantee Child Solution
- Axis Max Life Capital Guarantee Retirement Solution
- Axis Max Life Online Savings Plan (zero cost ULIP)
- Axis Max Life Online Savings Plan with WOP
- Axis Max Life Flexi Wealth Advantage Plan
Step 3: If you are interested in the Axis Max Life Sustainable Wealth 50 Index Fund, click "Get Details" for more information. You can also click "Talk to Expert" for a free consultation.
Step 4: Review the plan details carefully. If satisfied, click "Proceed" and follow the prompts to continue.
Step 5: Enter the required details and the amount you wish to invest. Choose your preferred payment method.
Step 6: Provide your KYC details for regulatory compliance.
Step 7: Complete the payment process. After successful payment, you'll receive a confirmation of your purchase.

Benefits of Investing in Axis Max Life Sustainable Wealth 50 Index Fund through Policybazaar

Investing in the Axis Max Life Nifty Sustainable Wealth 50 Index Fund through Policybazaar offers several benefits:

Convenience: Invest online without the need to visit banks or meet agents, making the process easy and stress-free.
Easy Comparison: Policybazaar allows you to compare different investment plans and funds, helping you choose the best option.
Expert Assistance: Get personalized guidance from financial experts to select investment plans that align with your financial goals.
Tax Benefits: Save on taxes with deductions under Section 80C and exemptions under Section 10(10D) of the Income Tax Act, along with expert advice to optimize your tax strategy.

Overview of Previous Axis Max Life Insurance New Fund Offers (NFOs):

Fund Details	Investment Strategy	Inception Date	Assets Under Management (AUM)	Net Asset Value (NAV)
Axis Max Life Smallcap 250 Quality 50 Index Fund	Quality Investing Strategy	28 August 2023	₹982 Cr	₹15.26
Axis Max Life Midcap 150 Momentum 50 Fund	Momentum Investing Strategy	30 January 2024	₹650 Cr	₹12.3
Axis Max Life Nifty Alpha 50 Fund	Alpha Investing Strategy	31 May 2024	₹355 Cr	₹10.06
Axis Max Life Nifty 500 Momentum 50 Fund	Momentum Investing Strategy	2 September 2024	₹60 Cr	₹9.22
Axis Max Life Nifty 500 Momentum Quality 50 Fund	Momentum + Quality Investing Strategy	18 November 2024	₹20.4 Cr	₹10.22

Frequently Asked Questions

What is the Axis Max Life Sustainable Wealth 50 Index Fund NFO?

The Axis Max Life Sustainable Wealth 50 Index Fund NFO is a new investment fund that aims for growth by investing in high-performing stocks from the Nifty 500 index. It focuses on companies that generate significant cash flow.
When can I invest in the Axis Max Sustainable Wealth 50 Index Fund?

You can invest in the Axis Max Life Sustainable Wealth 50 Index Fund NFO from January 2 to January 16, 2025.
What is the minimum investment amount for the Axis Max Life Sustainable Wealth 50 Index Fund?

The minimum investment amount for the Axis Max Life Sustainable Wealth 50 Index Fund NFO is ₹2,000.
What investment strategy does the Axis Max Life Sustainable Wealth 50 Index Fund use?

The fund uses a Free Cash Flow (FCF) strategy to select companies that are profitable, financially stable, and have strong growth potential.
What are the expected returns from the Axis Max Life Sustainable Wealth 50 Index Fund?

Historically, the fund has delivered benchmark returns of 25.2% over the last ten years, indicating strong growth potential for investors.
How does the Axis Max Life Sustainable Wealth 50 Index Fund select its stocks?

The fund starts with 500 stocks and filters them based on profitability, financial stability, and growth potential to identify the top 50 stocks for investment.
How can I invest in the Axis Max Life Sustainable Wealth 50 Index Fund?

You can invest in the Axis Max Life Sustainable Wealth 50 Index Fund through online platforms like Policybazaar by following their simple registration and investment process.
What benefits do I get from investing through Policybazaar?

Investing through Policybazaar offers convenience, easy comparison of plans, expert assistance, and potential tax benefits under Section 80C and Section 10(10) of the Income Tax Act.

˜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 01-03-2025
*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).