NFO Alert: Bajaj Life launches BSE 500 Enhanced Value 50 Pension Index Fund; check out details inside

Bajaj Life has launched the BSE 500 Enhanced Value 50 Pension Index Fund, the company said in an official statement on November 5. The fund is designed to help investors build a market-linked retirement corpus through long-term, value-based investing.

The fund aims to replicate the performance of the benchmark fund, BSE 500 Enhanced Value 50 Index, offering investors a disciplined and transparent way to participate in India’s equity markets. The fund will be available exclusively under the company’s Bajaj Life Smart Pension Plan (ULIP).

BSE 500 Enhanced Value 50 Pension Index Fund is a rule-based passive index fund that replicates the BSE 500 Enhanced Value 50 Index, targeting fundamentally strong companies that are currently available at prices below their intrinsic market value. The fund continuously invests in these undervalued stocks until their market prices appreciate, following a "Buy Low, Sell High" investment philosophy. It rebalances quarterly and provides exposure to a flexi-cap index with 5- and 7-year returns of 36.3 per cent and 24.6 per cent, respectively.

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BSE 500 Enhanced Value 50 Pension Index Fund subscription dates

The NFO (New Fund Offer) opened for subscription on November 01, 2025, and will close on November 16, 2025.

Highlights

Benchmark Index: BSE 500 Enhanced Value 50 Index

Benchmark Index returns: 5-year returns: 36.3 per cent

Current NAV: Rs 10

Risk profile: High

Commenting on the NFO launch, Srinivas Rao Ravuri, Chief Investment Officer, Bajaj Life Insurance, said, "With the Bajaj Life BSE 500 Enhanced Value 50 Pension Index Fund, we aim to bring the disciplined framework of value investing into retirement planning. The fund offers a structured approach to equity investing by focusing on companies that are fundamentally strong yet reasonably valued. Over the long term, this approach may help investors steadily build a retirement corpus while staying invested in India’s growth story."

The fund offers investors an opportunity to participate in the country’s long-term growth story through value investing. It seeks to generate long-term capital appreciation by investing in a diversified portfolio of 50 stocks drawn from the BSE 500 universe. These companies are selected using enhanced value parameters, namely, Book-to-Price, Earnings-to-Price, and Sales-to-Price ratios, to identify fundamentally strong yet undervalued opportunities.