Axis Max Life Sustainable Wealth 50 Index Pension Fund
The Axis Max Life Sustainable Wealth 50 Index Pension Fund is India’s first proprietary index fund in the pension category, designed to invest in cash-rich, financially stable companies. Built on the “Cash is King” philosophy, it selects fundamentally strong businesses with long-term growth potential. The NFO period runs from 16th February to 28th February, with NAV declaration on 5th March.
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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 Life Sustainable Wealth 50 Index Pension Fund
What is Axis Max Life Sustainable Wealth 50 Index Pension Fund?
Axis Max Life Sustainable Wealth 50 Index Pension Fund is a flexi-cap pension index fund that tracks a proprietary index derived from the Nifty 500 universe. From the top 500 stocks, the best 50 companies are selected based on free cash flow, profitability, and financial stability.
The index follows:
Annual rebalancing in June
Equal 2% weight allocation to each of the 50 stocks at the beginning of every quarter
Exposure across large-cap, mid-cap, and small-cap stocks
This approach focuses on companies that can sustain growth without relying heavily on external borrowing.
Highlights of Axis Max Life Sustainable Wealth 50 Index Pension Fund
Particulars
Details
Benchmark Index
Sustainable Wealth 50 Index
Benchmark Index Returns
5-Year Returns: 35.5% p.a.
Risk Profile
High
NFO Period
16th-28th February
Current NAV
₹10
Reasons Why You Should Invest in Axis Max Life Sustainable Wealth 50 Index Pension Fund
Focus on Cash-Rich Companies
The fund selects businesses with strong free cash flows, helping them remain resilient during market volatility and high interest rate environments.
Proven Long-Term Performance
The Sustainable Wealth 50 Index has delivered:
25.1% returns over 10 years
35% returns over 5 years
Additionally, ₹100 invested since inception would have grown to ₹936 as of 4th February 2026.
Diversified Flexi-Cap Exposure
The fund invests across the top 500 companies comprising large, mid, and small caps, ensuring diversified market participation.
Structured and Transparent Methodology
Selection from 500 companies
Top 50 chosen based on free cash flow performance
Annual rebalancing with quarterly weight adjustments
Exclusive Availability
The fund is exclusively available through Policybazaar and is offered under the Forever Young Pension Plan.
Sectoral Representation of Axis Max Life Sustainable Wealth 50 Index Pension Fund
Sector
Investment %
Financial Services
24.46%
Industrials
17.91%
Technology
13.72%
Basic Materials
12.00%
Consumer Cyclical
8.01%
Healthcare
6.05%
Consumer Defensive
5.96%
Communication Services
4.04%
Utilities
3.88%
Real Estate
1.98%
Energy
1.98%
Axis Max Life Sustainable Yield Index vs Other Indices
Index Name
5-Year Return
10-Year Return
Axis Max Life Sustainable Yield Index
35.5%
25.1%
Nifty 50
12.9%
14.6%
Nifty Midcap 50
21.6%
20.3%
Nifty Smallcap 50
17.6%
13.6%
Nifty 500
15.1%
15.6%
Nifty 500 Equal Weight
19.8%
15.9%
How to Buy Axis Max Life Sustainable Wealth 50 Index Pension Fund from Policybazaar?
To buy the Axis Max Life Sustainable Wealth 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 Life Investment Plans on a blue and red card. Select the Axis Max Life Sustainable Wealth 50 Index Pension Fund option that best suits your needs from the following options:
Step 5: In the Axis Max Life Sustainable Wealth 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 the Axis Max Life Axis Max Life Sustainable Wealth 50 Index Pension Fund from Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Axis Max Life Sustainable Wealth 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
How many companies are considered for stock selection?
The top 500 companies from the Nifty universe are considered, and the best 50 are selected.
What is the 10-year return of the Sustainable Wealth 50 Index?
The index has delivered 25.1% returns over 10 years.
What makes this pension fund different from other index funds?
It is India’s first proprietary index fund in the pension category and focuses specifically on cash-flow-positive, financially stable companies.
A Tata AIA ULIP Plan Calculator is a premium and returns calculation tool that helps easily and quickly compare
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˜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 01-04-2026 *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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