Are PNB NFOs open to all investors?

Yes, these funds are available to individual investors through PNB MetLife ULIP plans, subject to the terms and investment limits of the insurance product.

Are these NFO funds tax-efficient?

Yes, investment premiums qualify for tax deductions under Section 80C. Maturity proceeds are typically tax-free under Section 10(10D), subject to policy conditions.

What is the minimum investment amount?

The minimum investment varies by ULIP plan, but usually starts as low as ₹2,000 with subsequent top-ups allowed as per plan rules.

Top performing plans^˜ with High Returns^**

Invest ₹10K/month & Get ₹1 Crore^# Tax-Free^*

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PNB NFO

PNB MetLife has launched a series of New Fund Offers (NFOs) to provide investors with diverse equity investment options aligned with different growth strategies. These NFOs include funds focused on small-cap growth, manufacturing sector exposure, mid-cap pension planning, momentum investing, and value investing. Designed to offer long-term capital appreciation combined with the security of a life insurance cover, these funds aim to meet varying risk profiles and financial goals.

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

Recent PNB NFOs Overview

Below are the recent NFOs by PNB MetLife:

PNB MetLife Small Cap Fund

This actively managed fund targets the small-cap segment benchmarked against the NIFTY Smallcap 100 Index. It invests primarily in high-growth small-cap companies, offering investors potential for superior risk-adjusted returns. The fund carries a high-risk profile suited for investors with a long-term horizon seeking to benefit from emerging businesses.
PNB MetLife Bharat Manufacturing Fund

Focused on the NIFTY India Manufacturing Index, this fund invests predominantly in companies within India's manufacturing sector including capital goods, automobile, chemicals, and pharma. The fund supports India’s industrial growth theme and aims for balanced sector diversification. It is suitable for investors seeking to capitalize on the growing manufacturing sector with moderate to high risk.
PNB MetLife Pension Mid Cap Fund

Launched for retirement planning, this mid-cap focused fund invests in mid-sized companies with strong growth potential. It is benchmarked against the S&P BSE Mid Cap TRI and crafted for investors looking to accumulate a sizable corpus for pension benefits. The fund offers a balance of growth and moderate risk aligned with long-term retirement goals.
PNB MetLife NIFTY 500 Momentum 50 Index Fund

This passively managed index fund invests in the top 50 outperforming stocks based on momentum from the NIFTY 500 universe. It harnesses momentum investing principles, allocating to companies exhibiting strong price trends. Suitable for high-risk tolerant investors, it aims to ride market uptrends and deliver enhanced returns over time.
PNB MetLife Value Fund

Employing a value investing strategy, this actively managed fund invests in undervalued stocks across sectors that exhibit strong fundamentals and trading below intrinsic value. The fund focuses on wealth creation through disciplined stock selection with medium to high risk. It is designed for investors preferring a fundamentally-driven investment style aiming to capture market corrections and long-term appreciation.

Key Features of PNB NFOs

Below are the key features of the PNB NFOs:

Diverse equity strategies like small-cap, manufacturing, mid-cap, momentum, and value investing
Managed by PNB MetLife’s experienced investment team
Offered under ULIP plans combining insurance and investment benefits
Tax-efficient investment options with Section 80C deductions and tax-free maturity benefits
Suitable for investors with varied risk appetites and investment horizons

Who Should Invest in PNB NFOs?

Investors seeking long-term capital growth with life insurance cover
Retirement planners aiming for pension corpus growth through mid-cap exposure
Growth-oriented investors seeking sectoral and multi-cap diversification
Risk-tolerant investors attracted to momentum and value investing approaches should consider these PNB MetLife Investment Plans.

FAQs

Are PNB NFOs open to all investors?

Yes, these funds are available to individual investors through PNB MetLife ULIP plans, subject to the terms and investment limits of the insurance product.
Are these NFO funds tax-efficient?

Yes, investment premiums qualify for tax deductions under Section 80C. Maturity proceeds are typically tax-free under Section 10(10D), subject to policy conditions.
What is the minimum investment amount?

The minimum investment varies by ULIP plan, but usually starts as low as ₹2,000 with subsequent top-ups allowed as per plan rules.

˜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 01-12-2025
*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).