Home Finance After 13 years, Bharti AXA Life Insurance launches a new NFO

After 13 years, Bharti AXA Life Insurance launches a new NFO

After 13 years, Bharti AXA Life Insurance launches a new NFO

Private life insurance provider Bharti AXA Life Insurance has launched an Emerging Equity Fund aimed at long-term capital appreciation. This is the insurer’s first NFO in over 13 years. The fund will invest in a portfolio of mid-cap companies, which are considered to be the future’s blue chip stocks.

The new NFO provides a mid-cap investment option that is typically more volatile than large-cap funds. However, mid-cap investments have the potential to generate higher returns. This fund offers diversification of investments, lowering the higher risks often associated with mid-cap funds during rapid market fluctuations.


“We believe that mid-caps represent the emerging blue-chip companies of the future. This category of stocks has the potential to generate robust long-term wealth and outperform returns from large-cap stocks. Mid-cap stocks can complement both high-risk and low-risk investment strategies, offering investors a balance of stability and growth,” said Rahul Bhuskute, the Chief Investment Officer at Bharti AXA Life Insurance.

Investors can invest in Bharti AXA Life’s Emerging Equity Fund through three ULIP Plans: Bharti AXA Life Wealth Pro, Bharti AXA Life Grow Wealth, and the newly launched Bharti AXA Life Wealth Maximizer.

“The mid-cap fund will offer higher returns, productivity, and profitability, and will also have more growth potential. New Fund Offerings allocate their investments to new securities and strategies, offering improved performance in certain market conditions. Early investors can also benefit from higher returns as the fund’s performance improves,” stated the insurer.

Parag Raja, MD & CEO of Bharti AXA Life Insurance, commented on the NFO launch, saying, “We are pleased to introduce our new Emerging Equity Fund. This NFO marks our first offering in over 13 years since our last fund launch in 2010. By participating in our NFO, investors can enter the investment market with a modest initial capital during the subscription period, taking advantage of the NFO’s base value and potentially achieve substantial long-term capital growth.”

Since its inception, the company’s previous five fund offerings have earned a Morningstar rating of 4 and above.

Please note that if you have a low or zero risk tolerance and a short-term investment horizon, this fund may not be the best choice. These types of funds are better suited for long-term investors who have time to ride out market volatility.


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