Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund
The Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund is a pension NFO designed for long-term retirement investors who want to benefit from value investing through a disciplined, index-based approach. The fund tracks the BSE 500 Enhanced Value 50 Index, which focuses on identifying fundamentally strong yet undervalued companies across market capitalisations. The NFO is launching on 17 January 2026.
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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 BSE 500 Enhanced Value 50 Index Pension Fund
What is Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund?
Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund is an index-linked investment option under Axis Max Life’s ULIP pension category. It passively replicates the BSE 500 Enhanced Value 50 Index, which selects 50 stocks from the BSE 500 universe based on value-oriented parameters. The index is rebalanced quarterly to ensure continued exposure to attractively priced companies. The fund invests across large, mid, and small-cap stocks, offering diversified equity exposure aligned with long-term retirement planning.Â
Highlights of Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund
Particulars
Details
Benchmark Index
BSE 500 Enhanced Value 50 Index
Benchmark Index Returns
5-Year Returns: 33.68% p.a.
Risk Profile
High
NFO Period
17th-31st January
Current NAV
₹10Â
Reasons Why You Should Invest in Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund
Value-focused strategy in volatile markets
The fund follows a value investing approach that aims to identify stocks trading below their intrinsic value, which can be particularly relevant during market corrections and periods of volatility.
Broad market diversification
With exposure to large, mid, and small-cap stocks from the BSE 500 universe, the fund reduces concentration risk while tapping opportunities across sectors and company sizes.
Strong historical index performance
The BSE 500 Enhanced Value 50 Index has delivered competitive long-term returns, with around 33.6 percent over five years and 24.3 percent over seven years, highlighting its potential as a long-term wealth-building strategy.
Low-cost, passive structure
As an index fund, it follows a transparent and rules-based methodology with lower fund management costs compared to actively managed equity funds.
Tax efficiency for retirement planning
Being part of a pension ULIP, up to 60 percent of the maturity corpus can be tax-free as per prevailing tax laws, making it suitable for long-term retirement goals.
Sectoral Representation of BSE 500 Enhanced Value 50 Index
Sector
Allocation (%)
Financial Services
35.12%
Energy
34.24%
Commodities
12.58%
Consumer Discretionary
7.11%
Industrials
4.13%
Services
3.87%
Fast Moving Consumer Goods
1.87%
Utilities
1.06%
How to Buy Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund from Policybazaar?
To buy the Axis Max Life BSE 500 Enhanced Value 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 BSE 500 Enhanced Value 50 Index Pension Fund option that best suits your needs from the following options:
Step 5: In the Axis Max Life BSE 500 Enhanced Value 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 the Axis Max Life BSE 500 Enhanced Value 50 Index Pension Fund from Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Axis Max Life BSE 500 Enhanced Value 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 often is the index rebalanced?
The index is rebalanced quarterly in March, June, September, and December to maintain exposure to value opportunities.
Is this fund actively managed?
No, it is a passive index fund. Axis Max Life replicates the index constituents as declared by BSE without active stock selection.
Who should consider investing in this fund?
It is suitable for long-term investors planning for retirement who are comfortable with equity market fluctuations and want a value-oriented investment strategy.
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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