Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund
The Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund NFO opens from 6th to 18th September, offering a chance to invest in attractively valued Indian companies. Backed by a trusted industry leader, the fund focuses on long-term wealth creation by investing systematically in a value-driven index, with the NFO available at a NAV of ₹10.
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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))
Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund
What is Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund?
The Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund is an open-ended index fund that mirrors the BSE 500 Enhanced Value 50 Index. This index selects the top 50 fundamentally strong stocks from the BSE 500 universe, prioritizing those that are available at prices lower than their intrinsic market value, based on robust value investing principles. The fund simply replicates the index declared by BSE, ensuring a rule-based, transparent approach. By capitalizing on the “buy low, sell high” philosophy, the fund gives investors a diversified exposure to companies with the potential for significant price appreciation as their market value aligns with their true worth.
Highlights of Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund
Particulars
Details
Benchmark Index
BSE 500 Enhanced Value 50 Index
Benchmark Index Returns
10-Year Returns: 21% p.a.
Risk Profile
High
NFO Launch Date
6th September 2025
NFO Duration
6th to 18th September 2025
Current NAV
₹10
Minimum Investment
₹2200
What is BSE 500 Enhanced Value 50 Index?
The BSE 500 Enhanced Value 50 Index is a stock market index designed to measure the performance of the 50 companies within the BSE 500 universe that possess the most attractive valuations based on value scores. To select these companies, traditional value factors such as price-to-earnings, price-to-book, and price-to-sales ratios are considered, and only those with strong value characteristics and sufficient liquidity make it into the index. The eligible stocks are then weighted according to a combination of their float-adjusted market capitalization and their value scores, ensuring that the index not only captures the cheapest companies but also maintains adequate liquidity and sector diversification.
Reasons Why You Should Consider Investing in Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund
Trusted Brand & Expertise: Bajaj Allianz Life brings over 20 years of experience, an AUM of ₹1.23 lakh crore as of March 2025, and a 99.3% claim settlement ratio, providing strong credibility and service assurance.
Value Investing Discipline: The fund targets “hidden gems”; stocks that are fundamentally sound but currently undervalued, potentially capturing upside as prices correct upwards.
Attractive Returns Track Record: The BSE 500 Enhanced Value 50 Index has delivered robust long-term performance, with reported 5-year returns of 37% and 10-year returns of 21% as of June 2025 (price returns).
Low Costs & Investor Benefits: There are zero allocation charges, a return of mortality charges at maturity, and regular loyalty additions, which enhance overall investor value.
Automatic Diversification: The underlying index spans sectors and market capitalizations, providing exposure to up to 50 different companies across various industries.
Quarterly Rebalancing: Regular rebalancing ensures the portfolio remains focused on value while adapting to market changes and maintaining sector diversification.
BSE 500 Enhanced Value 50 Index vs Other Indices
Index Name
5-year returns
10-year returns
BSE 500 Enhanced Value 50 ⭐ Highest Returns
37%
21%
BSE 50
17%
13.1%
BSE 100
18.9%
13.7%
BSE Midcap 150
27.3%
17.8%
BSE 250 Small Cap
28.2%
15.7%
BSE 500
20.3%
14.3%
Sector Representation of BSE 500 Enhanced Value 50 Index
Sector
Weightage
Financial Services
34.84%
Energy
34.35%
Commodities
13.32%
Consumer Discretionary
7.21%
Industrials
3.86%
Services
3.4%
Fast Moving Consumer Goods
1.99%
Utilities
1.02%
Companies of BSE 500 Enhanced Value 50 Index
How To Buy Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund From Policybazaar?
To buy the Bajaj Allianz Life BSE 500 Enhanced Value 50 Index 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 Bajaj Allianz Investment Plans on a blue and red card. Select the Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund option that best suits your needs from the following options:
Step 5: In the Bajaj Allianz Life BSE 500 Enhanced Value 50 Index 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 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 Purchasing the Bajaj Allianz Life BSE 500 Enhanced Value 50 Index Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Bajaj Allianz Life BSE 500 Enhanced Value 50 Index 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.
The fund invests in companies that show strong value characteristics, selected based on valuation ratios like price-to-earnings and price-to-book, focusing on those undervalued relative to their fundamentals.
What is the investment strategy of the fund?
The fund follows a value investing strategy by buying undervalued stocks within the BSE 500. The fund aims to generate long-term wealth by benefiting from price corrections as undervalued stocks appreciate.
How often is the fund rebalanced?
The fund rebalances its portfolio quarterly - in March, June, September, and December - to realign with the value-focused index and capture changing market opportunities.
What are the potential benefits of investing in this fund?
Investors get diversified exposure to hidden value stocks, benefit from a disciplined, rule-based approach, and opportunity for attractive long-term returns with low allocation charges and support from a trusted brand.
˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 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 01-09-2025 *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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