Axis Max Life launches BSE 500 Dividend Leaders 50 Index Pension Fund to drive long-term, dividend-led retirement corpus
New Delhi, November 25, 2025 : Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Limited (“Axis Max Life”/“Company”), has launched the BSE 500 Dividend Leaders 50 Index Pension Fund (SFIN: ULIF04017/11/25PENDIVLEAD104), a passively managed pension fund designed to help customers build retirement wealth through a transparent, factor-based equity strategy. The fund taps into a portfolio of companies that have demonstrated consistent cash flows and...
New Delhi, November 25, 2025 : Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Limited (“Axis Max Life”/“Company”), has launched the BSE 500 Dividend Leaders 50 Index Pension Fund (SFIN: ULIF04017/11/25PENDIVLEAD104), a passively managed pension fund designed to help customers build retirement wealth through a transparent, factor-based equity strategy. The fund taps into a portfolio of companies that have demonstrated consistent cash flows and the ability to navigate market cycles.
The fund is available to new policyholders of the Axis Max Life Forever Young Pension Plan (A Unit-Linked Non-Participating Individual Pension Plan) (UIN: 104L075V07), enabling them to combine life cover with disciplined market-linked retirement wealth creation under a single integrated solution. The Index Fund will be available at a Net Asset Value (NAV) of ₹10 per unit during the New Fund Offer (NFO) period until December 1, 2025.
At a time when long-term retirement planning is gaining urgency, this passive pension fund offers customers a rules-based, bias-free approach by tracking the BSE 500 Dividend Leaders 50 Index. The index comprises 50 companies from the BSE 500 that rank highest on a normalized dividend yield score and meet stringent eligibility criteria including decade-long dividend track records and stable listing history. The index strategy is transparent, diversified across sectors like Energy, Information Technology, and Commodities, and mandates an equity allocation of 80% to 100%, positioning it perfectly for long-term value creation. The result is a portfolio tilted towards financially disciplined businesses that have historically delivered sustained value creation.
