Bharti AXA Life Insurance announces New Fund Offering – Emerging Equity Fund to delivery long-term capital appreciation

Bharti AXA Life

Bharti AXA Life announced its New Fund Offering (NFO) – Emerging Equity Fund in order to deliver new solutions. This is the organization’s first mid-cap fund, with the goal of providing long-term capital appreciation through investing in a portfolio of mid-cap companies.

Bharti AXA Life Insurance’s newly formed fund will be managed by a team of seasoned professionals with a track record of producing extraordinary results. This mid-cap fund will provide greater returns, productivity, and profitability, as well as greater growth potential. Because New Fund Offerings direct their investments to new assets and techniques, they outperform under specific market scenarios. Early investors may potentially benefit from bigger returns as the fund’s performance improves.

Investing in Bharti AXA Life’s Emerging Equity Fund allows investors to diversify their holdings. Introducing new asset classes can help distribute risk and improve overall portfolio performance. Customers can invest in Bharti AXA Life’s Emerging Equity Fund via three ULIP plans: Bharti AXA Life Wealth Pro, Bharti AXA Life Grow Wealth, and the recently introduced Bharti AXA Life Wealth Maximizer.

Speaking on the New Fund Offering launch, Parag Raja, MD & CEO of 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, the Chief Investment Officer at 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.”

Bharti AXA Life Insurance is proud of its track record of providing value to investors. Across its fund offerings, the business has consistently provided exceptional risk-adjusted returns. The company’s prior five fund offerings have received a Morningstar rating of 4 or above since inception.

Also Read | Bharti AXA Life Insurance & Unity Bank establish banking partnership 

Bharti AXA Life remains committed to delivering new products and solutions that will improve the financial well-being of its loyal investors in the future.

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