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 fund, 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, 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 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 identify 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 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 with 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 (https://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 partners. 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 rebranding exercise. This
migration has no impact on existing policyholders who will continue to receive
all policy benefits and services as earlier.
