PNB MetLife Value Fund is a newly launched investment opportunity designed for those who believe in the power of value investing. It aims to identify and invest in high-potential stocks that are currently undervalued in the market. Built on the legendary philosophy of investors like Warren Buffet and Rakesh Jhunjhunwala, the fund looks beyond price to discover true value. It is an NFO launching on 15th July 2025 and will remain open for subscription till 28th July 2025.
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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))
PNB MetLife Value Fund is a ULIP-based equity fund that follows a value investing strategy by focusing on fundamentally strong companies that are undervalued by the market. The fund takes cues from the NIFTY 500 Value 50 Index, which includes stocks selected based on metrics like low P/E and P/B ratios and high dividend yield. This index has high exposure to sectors like Oil & Gas, Financial Services, and Metals & Mining, making it diversified yet focused. Managed by seasoned professionals with decades of experience, the fund aims to deliver long-term growth by investing in companies with solid fundamentals and future potential.
Highlights of PNB MetLife Value Fund
Particulars
Details
Benchmark Index
NIFTY 500 Value 50 Index
Benchmark Index Returns
RSI: 22.1% p.a.
Risk Profile
High
NFO Launch Date
15th July 2025
NFO Duration
15th to 28th July 2025
Current NAV
₹10
Minimum Investment
₹2600
What is the NIFTY 500 Value 50 Index?
The NIFTY 500 Value 50 Index is a stock market index that represents the performance of 50 companies within the NIFTY 500 that are selected based on their value characteristics. These characteristics typically include a low price-to-earnings (P/E) ratio, low price-to-book (P/B) ratio, high dividend yield, and other fundamental indicators that suggest a stock is undervalued relative to its peers. The index is designed to capture the performance of value-oriented stocks from across sectors and market capitalisations, offering a diversified investment avenue for investors who follow a value investing approach. It is rebalanced semi-annually and can serve as a benchmark for value-focused investment strategies.
Reasons Why You Should Consider Investing in PNB MetLife Value Fund
Value Investing Approach: The fund follows a time-tested value investing strategy that seeks to capitalise on market inefficiencies by identifying undervalued yet fundamentally strong stocks.
Expert Fund Management: The fund is managed by a seasoned professional with over 20 years of experience in the Indian mutual fund and insurance industries.
Strong Sectoral Exposure: Backed by the NIFTY 500 Value 50 Index, the fund invests in key sectors such as Oil & Gas, Financial Services, and Metals—known for their long-term growth potential.
Backed by Trust: It is a product by PNB MetLife, a joint venture between Punjab National Bank and MetLife Inc., known for its strong track record, credibility, and customer-centric offerings.
Sector Representation of NIFTY 500 Value 50 Index
Sector
Weight (%)
Oil Gas & Consumable Fuels
25.47%
Financial Services
24.94%
Metals & Mining
18.92%
Power
10.86%
Automobile and Auto Components
7.83%
Construction Materials
4.81%
Services
2.92%
Chemicals
2.76%
Media Entertainment & Publication
0.58%
Construction
0.51%
Capital Goods
0.39%
Companies of the NIFTY 500 Value 50 Index
How to Buy PNB MetLife Value Fund From Policybazaar?
To buy the PNB MetLife Value 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 PNB MetLife Investment Plans on a blue and red card. Select the PNB MetLife Value Fund option that best suits your needs from the following options:
Step 5: In the PNB MetLife 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 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 Purchasing the PNB MetLife Value Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the PNB MetLife 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
What kind of investment strategy does this fund follow?
The fund follows a value investing strategy, which involves selecting stocks that are currently undervalued compared to their intrinsic value. This approach looks beyond short-term trends and focuses on long-term potential, supported by strong fundamentals such as low P/E and P/B ratios, and consistent dividend yields.
Which index does the fund take cues from?
PNB MetLife Value Fund draws inspiration from the NIFTY 500 Value 50 Index, which comprises 50 value-driven companies selected from the broader NIFTY 500 universe. This index has higher exposure to sectors like Oil & Gas, Financial Services, and Metals & Mining.
What are the tax benefits under the PNB MetLife Value Fund?
You can avail of the following tax benefits of investing in the PNB MetLife Value Fund:
Section 80C: You can claim tax benefits under Section 80C of the Income Tax Act, 1961. It allows a deduction of up to ₹1.5 lakhs from taxable income for the invested amount in PNB MetLife.
Section 10(10D): You can utilize Section 10(10D) benefits for your investments in PNB MetLife New Fund Offering (NFO). This benefit is applicable if the annual premium paid is below ₹ 2.5 lakh.
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in *Past 10 Year annualised returns as on 01-08-2025 *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).
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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