Introducing the Bajaj Allianz NIFTY 200 Alpha 30, a New Fund Launch offered by Bajaj Allianz Life. This is specifically known as the NIFTY 200 Alpha 30 Index Pension Fund. The NFO launch for the Nifty 200 Alpha 30 Index Pension Fund is scheduled for 16th May. This fund is based on the NIFTY 200 Alpha 30 Index, which invests in the Top 30 stocks with the highest Alpha selected from the NIFTY 200 universe.
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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))
The Bajaj Allianz NIFTY 200 Alpha 30 Pension Fund is presented as a fund designed for all market conditions. The fund invests in the top 30 stocks with the highest Alpha across both Large Cap and Mid Cap segments. The fund is available within the Smart Pension Plan, a zero-cost pension ULIP, and aims to deliver strong returns by strategically allocating investments and rebalancing the portfolio quarterly. It selects stocks based on their Alpha, which is a measure of excess return relative to the market, and adjusts its holdings between large and mid-cap stocks depending on whether the market is in a bull or bear phase.
Highlights of Bajaj Allianz NIFTY 200 Alpha 30
Particulars
Details
Benchmark Index
Nifty 200 Alpha 30 Index
Benchmark Index Returns
10-Year Returns: 20.0% p.a.
Risk Profile
High
NFO Launch Date
16th May 2025
NFO Duration
16th to 29th May 2025
Current NAV
₹10
Minimum Investment
₹3,000 per month
Reasons Why You Should Consider Investing in Bajaj Allianz NIFTY 200 Alpha 30
Historical Outperformance: The NIFTY 200 Alpha 30 has consistently outperformed its parent NIFTY 200 and the NIFTY 50 indices over multiple time horizons (1, 3, 5, 7, and 10 years, as well as since inception).
Zero Cost Pension Plan: Available with Smart Pension Plan, it incurs no Premium allocation, Policy Admin & Mortality charges. The plan offers tax benefits, specifically that 60% of the corpus is tax-free.
Strategic Asset Allocation: The fund strategically allocates investments between large and mid-cap stocks based on market conditions.
Rule-Based and Passive Investing: The fund follows a rule-based investment approach.
Stock selection is based on a formula or algorithm, eliminating fund manager bias. The fund aims to mimic the underlying index, which is a characteristic of passive investing.
Diversification: The fund offers diversification across both large-cap and mid-cap stocks.
Stocks are selected from the NIFTY 200, which includes the top 100 large-cap stocks and the top 100 mid-cap stocks.
What is the NIFTY 200 Alpha 30?
The NIFTY 200 Alpha 30 is an index designed to capture excess returns by selecting the top 30 stocks from the NIFTY 200 universe based on their "Jensen's Alpha", a measure of risk-adjusted outperformance relative to a benchmark. This index aims to provide investors with exposure to stocks that have demonstrated superior performance after accounting for market risk.
NIFTY 200 Alpha 30 Index With Other Indices
Index Name
3-Year Return
5-Year Return
10-Year Return
NIFTY 200 Alpha 30
21.3%
28.5%
20.0%
NIFTY 200
14.9%
22.7%
14.1%
NIFTY 100
13.7%
21.2%
13.0%
NIFTY 50
13.8%
21.2%
12.9%
NIFTY Next 50
15.7%
22.7%
14.1%
Sector Representation of NIFTY 200 Alpha 30
Sector
Weight(%)
Financial Services
26.92
Consumer Services
14.73
Healthcare
9.87
Consumer Durables
9.02
Capital Goods
8.33
Telecommunication
7.70
Chemicals
7.05
Metals & Mining
6.53
Services
4.13
Automobile and Auto Components
3.66
Information Technology
2.06
How To Buy Bajaj Allianz NIFTY 200 Alpha 30 Fund From Policybazaar?
To buy the Bajaj Allianz NIFTY 200 Alpha 30 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 NIFTY 200 Alpha 30 Fund option that best suits your needs from the following options:
Step 5: In the Bajaj Allianz NIFTY 200 Alpha 30 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 Purchasing the Bajaj Allianz NIFTY 200 Alpha 30 Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Bajaj Allianz NIFTY 200 Alpha 30 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 historical performance of the NIFTY 200 Alpha 30 Index?
The index has shown strong historical performance:
3-year return: 21.3%
5-year return: 28.5%
10-year return: 20.0%
What are the minimum and maximum entry and maturity ages for the Smart Pension Plan associated with this fund?
The age at entry is minimum 21 years and maximum 65 years. The age at maturity is minimum 50 years and maximum 75 years.
What are the tax benefits under the Bajaj Allianz NIFTY 200 Alpha 30 Fund?
You can avail of the following tax benefits of investing in the Bajaj Allianz NIFTY 200 Alpha 30 Fund:
Section 80C: You can claim tax benefits under Section 80C of the Income Tax Act, 1961. It allows a deduction of up to ₹1.5 lakhs from taxable income for the invested amount in TATA AIA.
Section 10(10D): You can utilize Section 10(10D) benefits for your investments in Bajaj Allianz New Fund Offering (NFO). This benefit is applicable if the annual premium paid is below ₹ 2.5 lakh.
What is the NIFTY 200 Alpha 30 Index performance history?
Index Returns (%)
QTD
YTD
1 year
5 years
Since Inception
Price Returns
4.07
-11.80
-5.13
27.31
16.96
Total Returns
4.13
-11.53
-4.35
28.45
18.27
# QTD, YTD and 1-year returns are absolute returns. Returns for greater than one year are CAGR returns
˜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 01-05-2025 *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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