When can I invest in the Bajaj Allianz NFO?

The investment period for the Bajaj Allianz Nifty 200 Momentum 30 Index Fund NFO is from December 2 to December 16, 2024.

What is the minimum investment amount for this fund?

The minimum investment amount is ₹2,000 per month, especially for those opting for Bajaj Allianz Life Capital Guarantee Plans.

What are the expected returns from this fund?

The fund has shown strong historical performance with annualized returns of 29.7% over five years and 23.3% over ten years, based on its benchmark index.

What are the key features of this fund?

Key features include zero allocation charges, a focus on high-quality investments in top companies, and a strong historical performance record.

What sectors does the fund invest in?

The fund invests across various sectors, including automobiles (23%), capital goods (21%), and power (10%), among others.

Under which plan can we avail of the benefits of Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO?

The benefits of the Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO can be availed under various plans, including the Bajaj Allianz Life Capital Guarantee Plans and ULIP Plans like the Goal Assure Plan.

Is it good to invest in the Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund?

Yes, investing in this fund is considered good for those seeking long-term growth, as it focuses on high-performing stocks and has a strong historical performance record.

Who should invest in the Bajaj Allianz Nifty 200 Momentum 30 Fund?

This fund is suitable for investors looking for capital appreciation through momentum investing and those comfortable with a higher risk profile due to its focus on high-growth stocks.

What are the tax implications under the Bajaj Nifty 200 Momentum Fund NFO?

Investments qualify for tax deductions under Section 80C up to ₹1.5 lakh, and maturity proceeds are tax-free under Section 10(10D), with potential Long-Term Capital Gains tax if held over a year and annual investment is above ₹2.5 lakhs.

How safe is Bajaj Allianz Life Insurance Company?

Bajaj Allianz Life is considered a stable insurer with strong financial ratings, indicating reliability and solid performance in the insurance sector.

Top performing plans^˜ with High Returns^**

Invest ₹10K/month & Get ₹1 Crore^# Tax-Free^*

+91

We don't spam

Your personal information is secure with us

By clicking on "View Plans" you agree to our Privacy Policy
and Terms of use

Get Updates on WhatsApp

We are rated⁺⁺

9.7 Crore

Registered Consumer

Insurance Partners

4.9 Crore

Policies Sold

Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO

The Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO is a New Fund Offer (NFO) which is designed for momentum-based growth. It tracks the Nifty 200 Momentum 30 Index, focusing on high-performing stocks within the Nifty 200. You can invest in the new Bajaj Allianz Life NFO from 2nd to 16th December 2024. It is a great choice for investors seeking long-term growth.

Plans starting from ₹1000/month

Investment Plans

Generate wealthEarn 1 Cr^# in maturity with Zero LTCG tax^¶
Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
Compare & Choose 30+ Plans and 150+ Fund options

What is Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO?

The Bajaj Allianz Nifty 200 Momentum 30 Fund NFO (New Fund Offering) is a new investment opportunity that aims to capitalize on high-performing 30 stocks within the Nifty 200 index that demonstrate strong momentum. This fund is passively managed, meaning it seeks to replicate the performance of the Nifty 200 Momentum 30 Index. The benchmark index is constructed based on the momentum strategy, which selects stocks that have shown strong price performance over a specific period.

The Bajaj Allianz Nifty Momentum 30 Index Fund is offered as part of Bajaj Allianz- Unit Linked Insurance Plans (ULIPs), combining investment growth potential with life insurance coverage.

Key Insights of Bajaj Allianz Nifty 200 Momentum 30 Fund NFO

Particulars	Details of Bajaj Allianz Nifty 200 Momentum 30 Index Fund
Investment Objective	Aims to replicate the performance of the Nifty 200 Momentum 30 Index, focusing on the performance of leading companies with strong momentum, which indicates their potential to outperform the market.
Benchmark Index	Nifty 200 Momentum 30 Index
Benchmark Index Returns	- 5 Year Returns: 29.7% (annualised) - 10 Year Returns: 23.3% (annualised)
Risk Profile	High
NFO Date	02 - 16 December 2024
Current Net Asset Value (NAV)	₹10 NAV
Minimum Investment	₹2,000 per month for Bajaj Allianz Life Capital Guarantee Plans - Waiver of Premium (WoP)

Midsmallcap 400 Industry Brand

Key Features of Bajaj Allianz Nifty 200 Momentum 30 Index Fund NFO

The key features of the Bajaj Allianz Nifty 200 Momentum 30 Fund are listed below:

Zero Allocation Charges: The Bajaj Nifty 200 Momentum Fund is available under the Bajaj Allianz Goal Assure Plan with zero allocation charges with Return of Maintenance Charge (ROMC).
High-Quality Investments: It focuses on the top 30 companies from the large and midcap space, ensuring high-quality investments.
Proven Performance: The fund has a strong 10-year benchmark return of 23.3%, reflecting consistent performance.
Affordable New Fund Offering (NFO): The NFO is open from December 2 to 16, with a NAV of ₹10.
Triple Benefit with Waiver of Premium (WoP): The WoP option offers a triple benefit story in both CG and ULIP plans.
Low Entry for WoP Capital Guarantee Plan: WoP in the Bajaj Allianz Life Capital Guarantee Plan has an entry point starting as low as ₹2,000.

Best Investment Plans to Invest in Bajaj Allianz Nifty 200 Momentum 30 Fund:

Smart Wealth Goal Plan (Starts at ₹2,000).

Plan Name	Growth	Child	Retirement
Capital Guarantee Plans	Available (Starts at ₹2,000)	Available (Starts at ₹2,000)	Available (Starts at ₹2,000)
ULIP Plans	Goal Assure Plan (Starts at ₹2,000);	Smart Wealth Goal Plan + WoP (Starts at ₹2,000)	Life Long Goal Plan (Starts at ₹2,000)

What is Momentum Investing?

Smart Sector and Stock Selection: Momentum investing strategy picks outperforming sectors and stocks while dropping underperforming ones.
Core Principle: The belief behind momentum investing is that stocks that perform well will continue to do so for a period, allowing investors to capitalize on these trends.
Rule-Based Investing: Follows a disciplined, rule-based investment strategy for better decision-making.
Promote Winners, Demote Losers: Focuses on boosting successful investments and reducing exposure to underperformers.
Semi-Annual Rebalancing: The portfolio is rebalanced twice a year, in June and December, for optimal performance.
Diversification: Provides broad diversification across large and midcap companies.
Market Timing: Successful momentum investing requires precise timing to enter and exit positions before trends reverse.

How Does the Bajaj Allianz Nifty 200 Momentum 30 Fund NFO Work?

You can learn the working of the Bajaj Allianz Nifty 200 Momentum Index Fund from the following:

Top Performing Stock Strategy: Invests in the top 30 performing stocks from NIFTY 200 that outperform market or benchmark indices. Exits when returns decline.
Stock Universe: Focuses on stocks from NIFTY 200, which includes 100 large-cap and 100 top mid-cap companies.
Eligibility Criteria: Uses momentum investing based on last 6-month and 12-month returns to select stocks.
Stock Selection Process: Chooses the top 30 stocks that deliver strong performance and show continued growth potential.
Portfolio Rebalancing: Rebalances the portfolio semi-annually in June and December to maintain optimal performance.
Promotes Winners, Demotes Losers: Adds stocks with high returns and low volatility while removing those with poor returns or high volatility.
Diversified Investment Benefits:
- Large-Cap Stocks: Invests in stable growth businesses with established models.
- Mid-Cap Stocks: Focuses on high-growth companies with a proven track record.
- Small-Cap Risk Avoidance: Avoids the high risk and volatility of the small-cap sector.

Historical Performance of the Nifty 200 Momentum 30 Index

Index Name	5-Year Returns	10-Year Returns
NIFTY 200 Momentum 30 Index	29.7%	23.3%
NIFTY 200 Index	18.2%	13.5%
NIFTY 50 Index	16.3%	12.4%
NIFTY Midcap 100 Index	27.2%	17.6%
NIFTY 500 Index	19.3%	13.9%

[Source: nseindia.com]

If you had invested ₹100 in the Nifty 200 Momentum 30 Index 10 years ago, it would be worth approximately ₹812 today, giving you a return of 8.1 times of your investment. This shows how powerful momentum investing can be for long-term growth.

Sectoral Representation of Bajaj Allianz Nifty 200 Momentum 30 Fund

Top Sectors	Weightage of Invested Assets
Automobile & Auto Components	23%
Capital Goods	21%
Power	10%
Financial Services	10%
Telecommunication	7%
Customer Services	7%
Services	5%
Oil, Gas, & Consumable Fuels	4%
Metals & Mining	4%
Healthcare	4%
Consumer Durables	3%
Information Technology	1%
Realty	1%

[Source: nseindia.com]

You can invest in companies having strong business fundamentals and delivering great returns with Bajaj Allianz Life Nifty Momentum 30 NFO.

Company Portfolio of Nifty 200 Momentum 30 Index

About Bajaj Allianz Life Insurance Company

Combines Bajaj Group's 100+ years of trust with Allianz SE's global expertise.
Bajaj Group, founded in 1926, is a leader in various industries, including financial services through Bajaj Finserv.
Bajaj Finserv owns 74% of Bajaj Allianz Life and is part of a group with 40 companies, including Bajaj Auto, the world’s 4th largest two- and three-wheeler maker.
Allianz SE, established in 1890, is a global leader in insurance and asset management, serving 125 million customers in 70 countries.
Bajaj Allianz Life manages ₹1.23 lakh crore in assets (as of September 30, 2024) and has a strong solvency ratio of 432% (as of March 31, 2024).
Operates 544 branches across India, serving 4.2 crore customers with a 99.2% claims settlement ratio.

Historical Performance of Previously Launched Bajaj Allianz Life New Fund Offers (NFOs):

Fund Details	Inception Date	Returns Since Inception
Bajaj Allianz Life Flexi Cap Fund	20 May 2022	23.30%
Bajaj Allianz Life Small Cap Fund	23 May 2023	54.30%
Bajaj Allianz Life Mid Cap Index Fund	28 November 2023	25.50%
Bajaj Allianz Life Small Cap Quality Index Fund	15 March 2024	24.90%

Steps to Invest in Bajaj Allianz Nifty 200 Momentum 30 NFO

The following steps can help you start investing in the Bajaj Allianz Nifty Momentum 30 Index Fund:

Step 1: Fill out the form with your name and contact details to get started.
NOTE: Your credentials are secure with us and are needed to customise investment experience for you.

Step 2: Click on "View Plans" to explore available investment options.

Step 3: Provide your city, age, and annual income to view customized plan benefits.

Step 4: Review the displayed best investment options by Bajaj Allianz Life Insurance Company and select the one that suits your needs:

Bajaj Allianz Life Capital Guarantee Savings Plan
Bajaj Allianz Smart Wealth Goal Plan - Waiver of Premium (WoP)
Bajaj Allianz Capital Guarantee Plan - Retirement
Bajaj Allianz Life Life Long Goal Plan
Bajaj Allianz Life Goal Assure Plan
Bajaj Allianz Life Smart Wealth Goal Plan

Step 5: Click "Get Details" for more information about the Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund. Or, you can "Talk to an Expert" for a free consultation.

Step 6: Confirm your chosen plan and click "Proceed" to continue.

Step 7: Enter your investment amount and choose a payment method.

Step 8: Submit your KYC details to fulfill regulatory requirements.

Step 9: Complete the payment process and receive your investment confirmation.

Benefits of Investing in Bajaj Nifty 200 Momentum 30 Fund through Policybazaar

Investing in the Bajaj Allianz Nifty 200 Momentum Index Fund through Policybazaar offers you a number of benefits, such as:

Convenience: Investing online eliminates the need to visit banks or meet insurance agents, making the process simple and hassle-free.
Easy Comparison: Policybazaar allows you to compare various investment plans and funds, helping you choose the most suitable option.
Expert Assistance: Financial experts at Policybazaar provide personalized guidance to help you select investment plans that align with your financial goals.
Tax Benefits: Enjoy tax savings through deductions under Section 80C and exemptions under Section 10(10D) of the Income Tax Act, along with expert advice to optimize your tax strategy.

Frequently Asked Questions

What is the Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO?

The Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO is a new investment option that focuses on high-performing stocks from the Nifty 200 index, aiming for long-term growth through momentum-based investing.
When can I invest in the Bajaj Allianz NFO?

The investment period for the Bajaj Allianz Nifty 200 Momentum 30 Index Fund NFO is from December 2 to December 16, 2024.
What is the minimum investment amount for this fund?

The minimum investment amount is ₹2,000 per month, especially for those opting for Bajaj Allianz Life Capital Guarantee Plans.
What are the expected returns from this fund?

The fund has shown strong historical performance with annualized returns of 29.7% over five years and 23.3% over ten years, based on its benchmark index.
What are the key features of this fund?

Key features include zero allocation charges, a focus on high-quality investments in top companies, and a strong historical performance record.
What sectors does the fund invest in?

The fund invests across various sectors, including automobiles (23%), capital goods (21%), and power (10%), among others.
Under which plan can we avail of the benefits of Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO?

The benefits of the Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund NFO can be availed under various plans, including the Bajaj Allianz Life Capital Guarantee Plans and ULIP Plans like the Goal Assure Plan.
Is it good to invest in the Bajaj Allianz Life Nifty 200 Momentum 30 Index Fund?

Yes, investing in this fund is considered good for those seeking long-term growth, as it focuses on high-performing stocks and has a strong historical performance record.
Who should invest in the Bajaj Allianz Nifty 200 Momentum 30 Fund?

This fund is suitable for investors looking for capital appreciation through momentum investing and those comfortable with a higher risk profile due to its focus on high-growth stocks.
What are the tax implications under the Bajaj Nifty 200 Momentum Fund NFO?

Investments qualify for tax deductions under Section 80C up to ₹1.5 lakh, and maturity proceeds are tax-free under Section 10(10D), with potential Long-Term Capital Gains tax if held over a year and annual investment is above ₹2.5 lakhs.
How safe is Bajaj Allianz Life Insurance Company?

Bajaj Allianz Life is considered a stable insurer with strong financial ratings, indicating reliability and solid performance in the insurance sector.

˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
*Past 10 Year annualised returns as on 01-04-2025
*All savings plans are provided by the insurer as per the IRDAI approved insurance plan. Tax benefit is subject to changes in tax laws. Standard T&C Apply
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
**Returns are based on past 10 years' fund performance data (Fund Data Source: Value Research).