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Moneycontrol16-01-2026, 11:47

Axis Max Life BSE 500 Value 50 Index Pension Fund: Secure Retirement with Value Investing

  • Axis Max Life introduces a new passively managed equity pension fund, the BSE 500 Value 50 Index Pension Fund, for retirement planning.
  • The fund mirrors the BSE 500 Enhanced Value 50 Index, investing in 50 value-scored stocks with a minimum 80% equity exposure.
  • Historical data shows the underlying index outperforming the broad BSE 500 Index over 3, 5, and 10 years, indicating strong wealth creation potential.
  • Stock selection is rules-based, transparent, and free from fund manager bias, focusing on liquidity and financial ratios like Book to Price.
  • The fund is highly diversified across sectors (Financial, Energy, Commodities) and individual stocks, minimizing concentration risk, but carries a "Very High" risk rating due to high equity exposure.

Why It Matters: Invest in the Axis Max Life BSE 500 Value 50 Index Pension Fund for long-term, passively managed value investing.

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