Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund
Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund is an NFO that offers investors a retirement solution by tracking the top 50 dividend-paying companies from the BSE 500 universe, focusing on profitability, stability, and long-term growth. The plan combines diversification across large, mid, and small caps with a low-cost structure to maximise corpus for retirement. The NFO launches on 17th November.
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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 BSE 500 Dividend Leaders 50 Index Pension Fund
Highlights of Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund
Particulars
Details
Benchmark Index
BSE 500 Dividend 50 Leaders Index
Benchmark Index Returns
5-Year Returns: 36.3% p.a.
Risk Profile
High
Pre NFO Date
17th Nov - 23rd Nov
NFO Launch Date
24th Nov - 1st Dec
Issuance Date
5th Dec
Current NAV
₹10Â
Reasons Why You Should Invest in Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund
Below are the reasons why you should invest in Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund:
7-year CAGR of 22.3%, backed by rigorous index methodology.​
Access to a diversified portfolio of profitable, financially stable companies.
First-mover advantage in the pension ULIP space based on the proven dividend leaders strategy.
Low-cost structure and tax-free corpus up to 60% on maturity.
No premium allocation charges and no medicals for entry.​
Annual loyalty additions, with flexibility in partial withdrawals and retirement age selection.
What is the BSE 500 Dividend 50 Leaders Index?
The BSE 500 Dividend 50 Leaders Index is a factor-based index managed by the Bombay Stock Exchange (BSE) that tracks the performance of the top 50 companies from the BSE 500 universe, selected for their consistent dividend payouts over the last 10 years. Since the index focuses on stable income and long-term reliability through dividend yield as a key selection criterion, fund history plays a key role in deciding which SIP is best.
Key Features
The index comprises the 50 highest-ranking dividend-paying stocks from the BSE 500 Index.​
Candidate companies must have been listed for at least 5 years and have paid dividends at least 80% of the time in the last decade.​
Stock selection weights are based on normalized dividend yield, providing exposure to companies with robust cash flows and stable financials.​
The index is reconstituted annually in December to ensure it represents consistently high dividend-yielding companies.
Sector Representation of BSE 500 Dividend 50 Leaders Index
Sector
Percentage (%)
Energy
30.2%
Information Technology
18.2%
Commodities
17.4%
Utilities
11.0%
Financial Services
10.4%
Consumer Discretionary
4.8%
Fast Moving Consumer Goods
4.0%
Services
1.8%
Healthcare
1.4%
Industrial
0.8%
Companies of the BSE 500 Dividend 50 Leaders Index
How to Buy Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund From Policybazaar?Â
To buy the Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund 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 customise 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 Investment Plans on a blue and red card. Select the Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund option that best suits your needs from the following options:
Step 5: In the Axis Max BSE 500 Dividend Leaders 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.Â
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 Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Axis Max BSE 500 Dividend Leaders 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.
How does the Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund select stocks for investment?
Stock selection is based on consistent dividend payments (at least 80% of the last ten years), a five-year minimum listing history, and a ranking system using normalized dividend yield Z-scores to choose the top 50 companies.
Is my retirement corpus tax-free under Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund?
Up to 60% of your retirement corpus is tax-free on maturity, subject to prevailing tax regulations.
What is the asset mix of the Axis Max BSE 500 Dividend Leaders 50 Index Pension Fund?
The fund invests 70-100% in equities, with the balance in government securities, bonds, or money market instruments as per the IRDAI guidelines.
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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