Axis Max Life Insurance Limited has launched the High Growth Pension Fund, an actively managed, equity-focused pension plan under the Axis Max Life Forever Young Pension Plan. The fund is structured as a Unit-Linked Non-Participating Individual Pension Plan and is designed to help investors build a retirement corpus over time.
NFO Details
- NFO Period: September 22 – October 7, 2025
- Launch NAV: ₹10 per unit
- Fund Management Charge: 1.35% per annum
- Fund Type: Pension – Actively Managed Equity Fund
- Benchmark: Nifty Midcap 100 Index
- Risk Profile: Very High
Investment Strategy
The fund will primarily invest in equities, targeting mid-cap companies with growth potential across traditional and emerging sectors, including:
- Renewable energy
- Electrical equipment manufacturing
- Financial services
- Technology-driven businesses
The portfolio is structured to allocate 70–100% in equities, with the remaining up to 30% in bonds, government securities, and money market instruments for risk management.
The New Fund Offer (NFO) will remain open until October 7, 2025, with units being offered at ₹10 per unit at launch.
✅ Summary
- Fund Name: High Growth Pension Fund (Axis Max Life)
- NFO Period: September 22 – October 7, 2025
- Fund Type: Actively managed equity pension fund
- Equity Allocation: 70–100%
- Other Instruments: Up to 30% in bonds, government securities, money market instruments
- Benchmark: Nifty Midcap 100 Index
Disclaimer:
This article is intended solely for educational and informational purposes. The securities or companies mentioned are provided as examples and should not be considered as recommendations. Nothing contained herein constitutes personal financial advice or investment recommendations. Readers are advised to conduct their own research and consult a qualified financial advisor before making any investment decisions.
Investments in securities markets are subject to market risks. Please read all related documents carefully before investing.