IndiaFirst Pension Equity Fund

Fund
Last Updated: 22 Jun 2026
AUM: ₹99 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹10.65
0.57%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
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  • Returns Since Inception
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  • RSI
6.6% Annual returns
IndiaFirst Pension Equity Fund
Performance Graph
As on 22 Jun 2026 
| Data Source - Value research

Returns (as on 22 Jun 2026)

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About IndiaFirst Pension Equity Fund

IndiaFirst Pension Equity Fund is a Funds launched on 31-08-2025, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹99 Cr, with a Net Asset Value (NAV) of ₹10.65 (as of 22 Jun 2026).

Over time, IndiaFirst Pension Equity Fund has shown stable growth with For longer horizons, it has delivered Return Since Inception (RSI) of 6.53%, highlighting its consistent performance track record.

The performance of Funds like IndiaFirst Pension Equity Fund highlights why many investors consider a ULIP Plan as part of their broader financial planning strategy.

Highlights of IndiaFirst Pension Equity Fund

  • Since its launch on 31-08-2025, IndiaFirst Pension Equity Fund has achieved a Return Since Inception (RSI) of 6.53%.

More Funds from IndiaFirst Life

Fund name AUM sort icon 1Y sort icon
IndiaFirst Equity 1 ₹5,021 Cr 3.86% Get Details
IndiaFirst Debt 1 ₹1,846 Cr 2.31% Get Details
IndiaFirst Balanced 1 ₹318 Cr 4.03% Get Details
IndiaFirst Dynamic Asset Allocation ₹313 Cr 4.6% Get Details
IndiaFirst Bond Fund ₹298 Cr 2.57% Get Details
IndiaFirst Value ₹269 Cr 3.69% Get Details
IndiaFirst Flexi Cap Equity Fund ₹209 Cr 10.39% Get Details
IndiaFirst Equity Elite Opportunities Fund ₹151 Cr 0.16% Get Details
IndiaFirst Large Cap Equity Fund ₹141 Cr 3.55% Get Details
IndiaFirst Equity Advantage Fund ₹131 Cr 3.84% Get Details
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Top 10 Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
Exide Life Mid Cap Fund 4.97% 22.03% 16.06% Get Details
HDFC Group Pension ULIP - Superannuation - Growth Fund 16.16% 14.32% Get Details
Tata AIA Life Group Pension Equity Fund 16.65% 13.92% Get Details
TATA Growth Fund 12.08% 11.19% 13.07% Get Details
ICICI Prudential Group Equity Fund II 11.44% 11.02% Get Details
Bajaj Life Group Blue Chip Fund 9.65% 10.07% Get Details
IndiaFirst Equity Elite Opportunities Fund 9.76% 10.03% Get Details
Future Generali Group Growth Fund 9.87% 9.96% Get Details
Reliance Life Group Equity Fund 4 9.52% 9.89% Get Details
Max Life Group Growth Fund 11.24% 9.87% Get Details
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Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹76,974 Cr - Get Details
SBI Life Midcap Fund ₹59,296 Cr 7.47% Get Details
ICICI Prudential Life Maximiser Fund V ₹43,708 Cr 0.85% Get Details
HDFC Life Opportunities Fund ₹34,849 Cr 4.47% Get Details
SBI Life Bond Pension II ₹28,624 Cr 3.28% Get Details
SBI Life Balanced Fund ₹19,882 Cr - Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹16,777 Cr 2.08% Get Details
SBI Life Bond Fund ₹16,422 Cr 3.68% Get Details
HDFC Life Discovery Fund ₹14,887 Cr 8.75% Get Details
Axis Max Life High Growth Fund ₹14,192 Cr 7.21% Get Details
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Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 9.65% 9.22% 11.28% Get Details
SBI Life Midcap Fund 2.91% 20.04% 17.65% 17.72% Get Details
ICICI Prudential Life Maximiser Fund V 10.8% 11.09% 10.91% Get Details
HDFC Life Opportunities Fund 2.11% 16.45% 13.93% 14.69% Get Details
SBI Life Bond Pension II 1.73% 6.23% 5.31% 6.33% Get Details
SBI Life Balanced Fund 7.81% 7.38% 9.45% Get Details
ICICI Prudential Life Multi Cap Growth Fund 13.66% 11.59% 10.94% Get Details
SBI Life Bond Fund 1.75% 6.56% 5.56% 6.7% Get Details
HDFC Life Discovery Fund 5.14% 20.97% 17.8% Get Details
Axis Max Life High Growth Fund 4.97% 23.05% 19.51% 18.86% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

Top ULIP Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
Aviva Pension PSU Fund 2.64% 26.55% 23.07% 16.37% Get Details
Aviva PSU 2.46% 25.86% 22.59% 16.02% Get Details
PNB MetLife Mid Cap Fund 8.94% 24.22% 22.29% Get Details
Axis Max Life High Growth Pension Fund 4.72% 22.85% 22% 20% Get Details
Tata AIA Life Multi Cap Fund 2.05% 17.06% 21% 22% Get Details
Reliance Pension Energy Fund 2 6.92% 22.39% 20.38% 17.3% Get Details
Reliance Life Energy Fund 2 7.33% 22.18% 20.35% 17.24% Get Details
Reliance Life Energy Fund 1 6.7% 22.29% 20.22% 17.1% Get Details
Axis Max Life High Growth Fund 4.97% 23.05% 19.51% 18.86% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 6.28% 22.28% 19.44% Get Details
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Frequently Asked Questions
IndiaFirst Pension Equity Fund
IndiaFirst Pension Equity Fund is a Funds launched on 31-08-2025. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 22 Jun 2026, the Net Asset Value (NAV) of IndiaFirst Pension Equity Fund is ₹10.65.
IndiaFirst Pension Equity Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
IndiaFirst Pension Equity Fund is not Shariah-compliant.
IndiaFirst Pension Equity Fund has been in the market since 31-08-2025, providing a long and reliable performance history.

Over the past year, IndiaFirst Pension Equity Fund has delivered a return of approximately 0% CAGR, making it a competitive performer.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜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

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

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