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Axis Max Life launches BSE 500 Value 50 Index Fund to drive long-term capital growth
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....xis Max Life launches BSE 500 Value 50 Index Fund to drive long-term capital growth<BR>PTI News<BR>Dated:- 29-7-2025<BR>PTI<BR>New Delhi, July 29, 2025: Axis Max Life Insurance Ltd. (“Axis Max Life” / “Company”), formerly known as Max Life Insurance Company Limited, announces the launch of its innovative new fund offer (NFO), the BSE 500 Value 50 Index Fund. This passively managed equity f....
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....und, available exclusively through the company's Unit Linked Insurance Plans (ULIPs) like Smart Term with Additional Returns (STAR) ULIP & Flexi Wealth Advantage Plan (FWAP) and Online Savings Plan (OSP), offers policyholders a unique opportunity to invest in India's top value companies while benefiting from inherent life cover. This NFO is available for a limited period from July 28 to August 10,....
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.... 2025. The BSE 500 Value 50 Index Fund is designed to select the top 50 companies from the broader BSE 500 index based on rigorous value parameters. This unique value factor-based index fund strategically identifies undervalued stocks with strong potential for long-term capital appreciation. The selection process relies on three key financial ratios that signal potential undervaluation: the ....
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....Book-to-Price Ratio, where a high ratio indicates a company's strong intrinsic worth (its assets less liabilities) relative to its market value; the Earnings-to-Price Ratio, where a high ratio suggests strong profitability compared to the market price; and the Sales-to-Price Ratio, where a high ratio reflects significant sales generation relative to market value. These metrics collectively help id....
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....entify fundamentally strong yet undervalued companies poised for long-term growth. By combining these three financial ratios, the fund offers a holistic overview of a company's value across assets, profitability, and revenue, avoiding overreliance on any single metric. Sachin Bajaj, Executive Vice President & Chief Investment Officer, Axis Max Life, stated, "In an evolving market landscape, the....
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.... enduring principles of value investing offer a compelling path to long-term wealth creation. By focusing on fundamentally strong yet undervalued companies, the BSE 500 Value 50 Index Fund aims to provide superior risk-adjusted returns over long-term with the protective benefits of our ULIPs. This New Fund Offer represents a unique opportunity for discerning investors to align their portfolios wit....
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....h companies poised for sustained growth, without overconcentration on any single stock or sector." Customers can take advantage of this limited-time NFO period to align their portfolios with a diversified basket of 50 robust, undervalued companies across various sectors and market capitalizations, thereby mitigating single-stock or sector overconcentration. About Axis Max Life Insurance (htt....
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....ps://www.axismaxlife.com)* Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution part....
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....ners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per annual audited financials for FY2024-25, Axis Max Life has achieved a gross written premium of INR 33,223 Cr. *Axis Max Life has recently transitioned to a new domain https://www.axismaxlife.com as part of its rebr....
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....anding exercise. This migration has no impact on existing policyholders who will continue to receive all policy benefits and services as earlier. (Disclaimer: The above press release comes to you under an arrangement with NRDPL and PTI takes no editorial responsibility for the same.). PTI<BR> News - Press release - PIB....