In pursuit of offering distinctive financial products, Bharti AXA Life Insurance has unveiled its New Fund Offering (NFO) - Emerging Equity Fund. This marks the organization's inaugural venture into the mid-cap fund category, intending to facilitate long-term capital growth by investing in a diversified portfolio of mid-cap companies.
This mid-cap fund is poised to deliver enhanced returns, increased productivity, and improved profitability, while also carrying substantial growth potential. New Fund Offerings channel their investments into novel securities and strategies, which can yield superior performance under specific market conditions. Early investors may also have the chance to reap greater returns as the fund's performance continues to advance.
Speaking on the NFO launch, Parag Raja, MD & CEO, Bharti AXA Life Insurance said, “We are delighted to introduce our brand-new Emerging Equity Fund. This New Fund Offering marks our first offering in more than 13 years since our last fund launch in 2010. By participating in our New Fund Offering, investors can access the investment market with a modest initial capital during the subscription period, taking advantage of the New Fund Offering's base value, and potentially reap substantial long-term capital growth.”
Rahul Bhuskute, Chief Investment Officer, Bharti AXA Life Insurance said, “Bharti AXA Life Emerging Equity Fund is our first ever Mid-Cap fund offering. We firmly believe that mid-caps represent the future's emerging blue-chip companies. This category of stocks possesses the potential to yield robust long-term wealth, outperforming returns from large-cap counterparts. Mid-cap stocks can complement both high-risk and low-risk investment strategies, offering investors a balance of stability and growth.”
Investing through Bharti AXA Life’s Emerging Equity Fund will allow investors to diversify their investments. Adding different asset classes can help spread risk and increase the overall portfolio performance. Customers can invest in Bharti AXA Life’s Emerging Equity Fund through three of Bharti AXA Life’s ULIP Plans: Bharti AXA Life Wealth Pro, Bharti AXA Life Grow Wealth, and the newly launched Bharti AXA Life Wealth Maximiser.
