Bajaj Life BSE 500 Dividend Leaders 50 Index Fund is a new fund offering (NFO) that aims to create long-term wealth by tracking an index of 50 high-dividend, fundamentally strong companies selected from the BSE 500 universe. It combines equity growth potential with disciplined index-based investing, focusing on businesses that have consistently rewarded shareholders through dividends. The NFO is launching on 5th December, with units offered at low price during the NFO period.
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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))
Highlights of Bajaj Life BSE 500 Dividend Leaders 50 Index Fund
Particulars
Details
Benchmark Index
BSE 500 Dividend Leaders 50 Index
Benchmark Index Returns
5-Year Returns: 33.6% p.a.
Risk Profile
High
NFO Period
5th-18th December
Current NAV
₹10
Minimum Investment
₹2000
Reasons Why You Should Invest in Bajaj Life BSE 500 Dividend Leaders 50 Index Fund
Below are the reasons why you should invest in Bajaj Life BSE 500 Dividend Leaders 50 Index Fund:
Provides exposure to 50 profitable, financially stable companies with long-term growth potential, selected from the broader BSE 500 universe.
Follows a flexi-cap approach through the index, spreading investments across large, mid and small caps to balance growth and risk.
Focuses on “dividend leaders” that have consistently paid dividends over the last 10 years, which can indicate resilient business models and disciplined capital allocation.
Index is rebalanced annually, automatically promoting better performers and removing weaker stocks, reducing the need for active stock selection by the investor.
What is BSE 500 Dividend Leaders 50 Index Fund?
The BSE 500 Dividend Leaders 50 Index is a rules-based equity index created from the BSE 500 universe, which covers 100 large-cap, 150 mid-cap and 250 small-cap stocks. From this pool, 50 stocks are selected that have consistently paid dividends for the last 10 years and meet profitability and financial stability filters, aiming to capture stable, shareholder-friendly businesses with long-term growth prospects. The index is reviewed and rebalanced annually in December, ensuring that only those companies that continue to meet the dividend and financial criteria remain in the portfolio.
BSE 500 Dividend Leaders 50 Index Fund vs Other Indices
Index Name
3-year return
5-year return
7-year return
BSE 500 Dividend Leaders 50
31.9%
33.6%
22.3%
BSE Sensex
12.1%
15.6%
14.0%
BSE 100
14.3%
17.5%
14.5%
BSE Midcap 150
22.8%
25.0%
18.3%
BSE 250 Small Cap
19.9%
24.6%
15.0%
BSE 500
15.3%
18.6%
14.9%
Companies of BSE 500 Dividend Leaders 50 Index Fund
Sector Representation of BSE 500 Dividend Leaders 50 Index Fund
How to Buy Bajaj Life BSE 500 Dividend Leaders 50 Index Fund from Policybazaar?
To buy the Bajaj Life BSE 500 Dividend Leaders 50 Index 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 Life Investment Plans on a blue and red card. Select the Bajaj Life BSE 500 Dividend Leaders 50 Index Fund option that best suits your needs from the following options:
Step 5: In the Bajaj Life BSE 500 Dividend Leaders 50 Index 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 Bajaj Life BSE 500 Dividend Leaders 50 Index Fund from Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the Bajaj Life BSE 500 Dividend Leaders 50 Index 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
When is the NFO period and at what NAV will units be allotted?
The pre-NFO runs from 5th to 8th December and the NFO from 9th to 18th December, during which units are offered at an NAV of ₹10.
What type of investors can consider Bajaj Life BSE 500 Dividend Leaders 50 Index Fund?
It may suit long-term investors comfortable with equity market volatility who want ULIP-based insurance plus investment, prefer rule-based index investing, and are looking for exposure to stable, dividend-paying companies across market caps.
How is Bajaj Life BSE 500 Dividend Leaders 50 Index Fund different from a regular equity fund option in a ULIP?
Unlike an actively managed equity fund where the fund manager selects stocks, this fund passively tracks a predefined index of 50 dividend leaders from the BSE 500 universe. This rules-based approach can reduce stock-picking bias and typically keeps portfolio turnover lower than many active strategies.
˜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 01-03-2026 *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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