A
Unique 3-in-1 Thematic ULIP Equity Fund Built Around India’s Growth story,
Indigenisation and Ingenuity
•
Open-ended
thematic equity fund with a diversified multi-cap investment approach,
benchmarked to the BSE 500 Index
•
NFO
opens on 10th July 2026, at a NAV of ₹10 per unit
Mumbai: Ageas Federal Life Insurance today
announced the launch of the IndiGenius Fund, a one-of-its-kind thematic
investment solution available through its Unit Linked Insurance Plans
(ULIPs). The fund invests in businesses aligned with three long-term structural
themes - India Growth story, Indigenisation, and Ingenuity - through a
diversified investment portfolio. Benchmarked to the BSE 500 Index, one of
India’s broadest market indices, the IndiGenius Fund follows a diversified
multi-cap investment approach, providing exposure across largecap, midcap and
smallcap companies. The BSE 500 Index has been chosen as the benchmark because
it represents a broad cross-section of India’s listed companies across sectors
and market capitalisations, making it well aligned with the fund’s investment
strategy. This enables the fund to identify opportunities across businesses
aligned with its investment themes while benefiting from the breadth and
diversity of India’s evolving corporate landscape.
The
IndiGenius Fund is an open-ended equity fund that follows a predominantly
equity-oriented investment strategy. It will allocate 80%–100% of its portfolio
to equity and equity-linked instruments while the balance will be invested in
cash and money market instruments to ensure adequate liquidity. The portfolio
will be actively managed in line with the fund’s investment objectives and
applicable regulatory guidelines.
Commenting
on the launch, Mr. Jude Gomes, Managing Director & CEO said, " India's next phase of growth will be
shaped by businesses driving infrastructure development, manufacturing
excellence, self-reliance and innovation. As these structural trends gather
momentum, we believe customers should have access to investment solutions that
enable them to participate in India's evolving growth story. The IndiGenius
Fund brings together these themes within a single diversified ULIP fund,
providing customers with a convenient way to invest in businesses aligned with
these long-term structural trends. At Ageas Federal Life Insurance, we are
committed to delivering on the promises we make to our customers by offering
solutions that are relevant to their evolving financial needs. The IndiGenius fund
reflects our commitment to delivering innovative solutions that help customers
achieve their long-term financial aspirations with the assurance of life
insurance protection.”
The
New Fund Offer (NFO) opens on 10 July 2026 at a Net Asset Value (NAV) of ₹10
per unit. This thematic equity fund will be available through select Ageas
Federal Life Insurance ULIP products, including AFLI Wealth Gain Insurance
Plan, AFLI Platinum Wealth Builder Plan, AFLI ProGrow Plan and AFLI Smart
Growth Plan, enabling customers to access a differentiated thematic
investment strategy while benefiting from the life insurance protection offered
by a ULIP.