PNB MetLife Pension Value Fund is designed to identify hidden opportunities in the Indian equity market by following the principle of value investing. It aims to deliver long-term wealth creation for retirement by investing in companies with strong fundamentals, available at attractive valuations. The fund aligns with PNB MetLife’s robust investment expertise and provides policyholders a disciplined path to secure their retirement goals. The pre NFO for this fund starts from 16th September 2025.
Read more
Plans starting from₹1000/month
loading...
loading...
loading...
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))
PNB MetLife Pension Value Fund is a unit-linked pension fund that invests in equities, guided by the NIFTY 500 Value 50 Index. It focuses on undervalued but fundamentally strong companies, offering potential for growth and stability. Unlike generic pension funds, this fund’s strategy is rooted in value investing, ensuring that investors benefit from both wealth appreciation and retirement security.
Highlights of PNB MetLife Pension Value Fund
Particulars
Details
Benchmark Index
NIFTY 500 Value 50 Index
Benchmark Index Returns
5-Year Returns: 35.94% p.a.
Risk Profile
High
Pre NFO Launch
16th-22th Sept
NFO Launch Date
23rd-30th Sept
Current NAV
₹10
Fund Manager
Mr. Deb Bhattacharya
Reasons Why You Should Invest in PNB MetLife Pension Value Fund
Below are the reasons why you should consider investing in PNB MetLife Pension Value Fund:
Value-Driven Strategy: Invests in fundamentally strong companies trading at attractive prices.
Proven Expertise: Managed by experienced fund managers with a successful track record.
Long-Term Growth: Aligned with equity markets to generate superior retirement wealth.
NFO Advantage: Opportunity to enter at ₹10 NAV during the New Fund Offer (NFO) period.
What is NIFTY 500 Value 50 Index?
The NIFTY 500 Value 50 Index is a benchmark that represents 50 companies from the NIFTY 500 exhibiting value characteristics such as low price-to-earnings (P/E), low price-to-book (P/B), and high dividend yields. It captures opportunities in undervalued yet fundamentally sound businesses, making it an ideal base for funds like the PNB MetLife Pension Value Fund that prioritise sustainable, long-term growth.
Sectoral Distribution of NIFTY 500 Value 50 Index
Sector
Percentage
Oil Gas & Consumable Fuels
24.55%
Financial Services
24.28%
Metals & Mining
20.20%
Power
10.59%
Automobile and Auto Components
8.51%
Construction Materials
5.01%
Chemicals
2.94%
Services
2.60%
Media Entertainment & Publication
0.48%
Construction
0.49%
Capital Goods
0.36%
How to Buy PNB MetLife Pension Value Fund From Policybazaar?
To buy the PNB MetLife Pension Value 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 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 PNB MetLife Investment Plans on a blue and red card. Select the PNB MetLife Pension Value Fund option that best suits your needs from the following options:
Step 5: In the PNB MetLife Pension Value 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 PNB MetLife Pension Value Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the PNB MetLife Pension Value 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 does the Pension Value Fund work?
The fund invests primarily in equities based on the NIFTY 500 Value 50 Index, which tracks undervalued yet fundamentally sound companies. By following this disciplined strategy, the fund offers the potential for wealth growth over the long term.
Why should I invest in this fund?
You should consider investing because it offers:
Exposure to value-driven equities
Professional management with a strong track record
Potential for long-term wealth creation
A chance to invest at an attractive NAV of ₹10 during the NFO period
What is the NFO period for PNB MetLife Pension Value Fund?
The New Fund Offer (NFO) runs from 23rd to 30th September 2025, with pre-NFO from 16th to 22nd September 2025. Investors entering during this period can buy units at the base NAV of ₹10.
Who manages the Pension Value Fund?
The fund is managed by an experienced PNB MetLife fund manager with over 20 years of expertise in investment management, including 16 years at PNB MetLife.
A Tata AIA ULIP Plan Calculator is a premium and returns calculation tool that helps easily and quickly compare
Read more
˜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))
Compare & Choose 30+ Plans and 150+ Fund options
