Why invest in an Axis NFO?

Investing during an NFO lets you enter a new fund at the launch price, often ₹10 per unit, providing early access to promising strategies and themes with potential for long-term capital appreciation.

What types of NFOs does Axis offer?

Axis NFOs include thematic funds, sector-specific funds, and index funds targeting high-growth sectors or factor-based investing such as services, sustainable wealth, value, and multifactor index funds.

Are Axis NFO schemes actively or passively managed?

Axis offers both actively managed NFOs (stock picking by fund managers) and passively managed NFOs (index tracking), depending on the fund’s objective.

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Axis NFO

Axis NFOs present a chance to invest in innovative and diversified equity and thematic funds, often at the ground floor of new investment opportunities. Recent Axis NFOs target high-growth segments of the Indian economy, such as the booming services sector and value-based equities, offering long-term capital appreciation potential to both retail and institutional investors.

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 are Axis NFOs?

Axis NFOs (New Fund Offers) are the initial subscription opportunities for new fund schemes. During the NFO period, investors can buy units at a fixed price, usually ₹10, before the fund starts trading at its Net Asset Value (NAV). NFO investment plans give investors a chance to enter new funds early, often targeting specific sectors, themes, or investment strategies for potential long-term growth. After the NFO period closes, units are bought and sold at market-determined NAVs. NFOs are limited-time offers designed to raise capital for new fund portfolios.

Recent Axis NFOs Available

Here’s an overview of the current Axis NFOs available in the market:

Axis Max Life Sustainable Yield Index

This index selects the top 50 stocks from the Nifty 500 based on strong free cash flow yields (for non-financial companies) and dividend yields (for financial companies). It ensures equal weight allocation and focuses on cash-rich, fundamentally stable companies to promote sustained growth for investors.
Axis Max Life Sustainable Wealth 50 Index Fund

A passively managed equity fund, this NFO invests in 50 high-quality companies with robust financial health, chosen from the Nifty 500 using proprietary factor-based screening. The fund’s goal is long-term stable wealth creation by mirroring the performance of the Axis Max Life Sustainable Yield Index. It’s available through select Axis Max Life ULIPs.
Axis Max Nifty 500 Multifactor 50 Index Pension Fund

Designed for retirement corpus growth, this fund tracks the Nifty 500 Multifactor MQVLv 50 Index, picking 50 top stocks based on combined momentum, quality, value, and low volatility scores. It aims for diversified, risk-managed equity growth and is suitable for investors seeking long-term capital appreciation with robust downside protection.
Axis Max Life BSE 500 Value 50 Index Fund

This new NFO focuses on 50 undervalued companies from the BSE 500, chosen via book-to-price, earnings-to-price, and sales-to-price ratios. The fund enables value investing with a holistic view of intrinsic worth and profitability, available through popular Axis Max Life ULIP products for a limited period.

Key Features of Axis NFOs

Diversity: Thematic, sectoral, and index-based offerings to suit varied investor preferences.
Low Entry Barriers: Minimum investment amounts as low as ₹100 encourage widespread participation.
Short Subscription Windows: NFOs are available only during limited periods, post which units are traded at prevailing NAVs.
Risk and Return: Axis NFOs span medium to very high risk profiles, depending on underlying assets and strategy.

FAQs

Why invest in an Axis NFO?

Investing during an NFO lets you enter a new fund at the launch price, often ₹10 per unit, providing early access to promising strategies and themes with potential for long-term capital appreciation.
What types of NFOs does Axis offer?

Axis NFOs include thematic funds, sector-specific funds, and index funds targeting high-growth sectors or factor-based investing such as services, sustainable wealth, value, and multifactor index funds.
Are Axis NFO schemes actively or passively managed?

Axis offers both actively managed NFOs (stock picking by fund managers) and passively managed NFOs (index tracking), depending on the fund’s objective.

˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
*Past 10 Year annualised returns as on 01-10-2025
*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).