Bajaj Allianz Life ‘Focused 25 Fund’ Launched

PUNE:
Bajaj Allianz Life, one of India’s leading private life insurers, has announced the launch of its New Fund Offer (NFO) – Bajaj Allianz Life Focused 25 Fund. The fund will be available along with its ULIP products and is designed to achieve long-term capital appreciation through a concentrated portfolio of up to 25 stocks across market capitalizations, with a predominant focus on large-cap companies, along with a life cover. The fund is benchmarked against the Nifty 100 Index, ensuring alignment with India’s top-performing companies. This NFO for Bajaj Allianz Life ‘Focused 25 Fund’ ends on 20th March, 2025.

With India’s economy poised for robust growth, customers are seeking high-quality, actively managed portfolios that balance risk and reward. In this evolving investment landscape, Bajaj Allianz Life Focused 25 Fund aims to cater to long-term wealth creators by maintaining a concentrated, high-conviction portfolio of select businesses with strong fundamentals, and sustainable growth potential—going beyond traditional diversified strategies to unlock superior risk adjusted returns. The fund will be actively managed to capitalize on market opportunities and navigate changing market conditions. Stock selection will be based on a well-defined investment philosophy and stock selection framework, emphasizing companies with strong competitive advantages, acceptable levels of corporate governance, and attractive valuations.

Speaking on the launch of the new fund, Srinivas Rao Ravuri, Chief Investment Officer, Bajaj Allianz Life Insurance, said, “With Bajaj Allianz Life Focused 25 Fund, we aim to offer investors a high-conviction strategy that capitalizes on India’s strong growth trajectory. Our disciplined, research-backed approach will enable investors to participate in the success of fundamentally sound strong companies, ensuring sustainable wealth creation over the long term. The fund will invest in up to 25 carefully selected stocks, primarily in large caps, while remaining sector- and market-cap-agnostic for dynamic allocation.”

With a focused portfolio of well-chosen stocks, Bajaj Allianz life ULIP products with underlying Bajaj Allianz Life Focused 25 Fund is intended for investors with a very -high risk tolerance who want to build wealth over the long run.