#PNBMetLife #ValueFund #ULIP #NewFundOffer #LongTermWealth #LifeInsurance #EquityInvestment #ValueInvesting #FinancialPlanning #InvestSmart
New equity fund aims to deliver long-term wealth creation with life cover through value investing strategy
Chandigarh: PNB MetLife India Insurance Company, one of India’s leading private life insurers, has announced the launch of the PNB MetLife Value Fund, an actively managed equity fund under its Unit-Linked Insurance Plan (ULIP) category. The New Fund Offer (NFO) is now open for subscription from July 15 to July 28, 2025, with the initial Net Asset Value (NAV) fixed at ₹10 per unit.
This launch reinforces PNB MetLife’s commitment to offering market-linked wealth creation opportunities while ensuring life protection, especially at a time when investors are increasingly looking for diversified and disciplined avenues of long-term financial growth.
💼 A Value-Oriented Investment Approach
The PNB MetLife Value Fund is designed to follow a value investing philosophy, targeting undervalued stocks with solid fundamentals, sustainable business models, and long-term growth potential. The fund will invest across multiple sectors such as:
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Energy
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Financial Services
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Commodities
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Utilities
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Automobiles
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Construction Materials
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Chemicals
“The Value Fund is for investors who seek long-term capital appreciation by tapping into fundamentally strong businesses trading at a discount to their intrinsic value,” said Sanjay Kumar, Chief Investment Officer, PNB MetLife. “Our disciplined research-driven approach and robust risk management framework will ensure portfolio quality and stability through market cycles.”
🛡️ Dual Benefit of Investment and Insurance
The fund will be available as an investment option under PNB MetLife’s popular ULIP products, allowing policyholders to benefit from market-linked returns along with life insurance protection. The fund can be accessed through the following existing ULIP plans:
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Smart Goal Ensuring Multiplier
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Goal Ensuring Multiplier
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Smart Platinum Plus
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Term with Unit Linked Insurance Plan
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Mera Wealth Plan
These plans offer flexibility to switch between funds, premium redirection, partial withdrawals, and tax benefits under Section 80C and 10(10D) of the Income Tax Act.
📈 Why Value Investing Now?
Value investing has gained renewed attention amid global economic uncertainty, sectoral rotations, and rising investor interest in fundamentally sound businesses. The strategy is built on identifying stocks that are temporarily undervalued but have strong long-term growth prospects.
PNB MetLife’s value fund seeks to:
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Harness undervalued opportunities in Indian equity markets
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Mitigate volatility through diversification and sectoral spread
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Capture structural growth stories across core sectors of the economy
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Deliver inflation-beating long-term returns with active risk control
🧾 NFO Details and Subscription Window
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Fund Name: PNB MetLife Value Fund
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Fund Category: ULIP – Equity Fund
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Initial NAV: ₹10 per unit
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NFO Period: July 15 – July 28, 2025
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Post-NFO: Units available at prevailing market-linked NAV
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Fund Manager: Sanjay Kumar, CIO, PNB MetLife
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Minimum Premium: As per respective ULIP plan chosen
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Entry/Exit Load: As applicable under ULIP product guidelines
Investors can apply for the fund through PNB MetLife advisors, online portals, or at the company’s 155 branches across India. Customers are encouraged to evaluate risk profiles and consult financial advisors before investing.
🏦 About PNB MetLife
PNB MetLife India Insurance Company Limited is a joint venture between MetLife, Inc. (one of the world’s leading life insurance providers) and Punjab National Bank (PNB). Established in 2001, the company has a significant presence in India with over:
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155 branches
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36,000+ financial advisors
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Products spanning child education, family protection, long-term wealth, and retirement
The insurer has built a strong track record of offering transparent, customer-friendly, and technology-enabled solutions for India’s growing insurance and investment needs.
⚠️ Investor Advisory
ULIPs are long-term investment-cum-insurance products and are subject to market risks. Past performance does not guarantee future results. Investors are advised to read all scheme-related documents carefully and understand the charges, lock-in periods, and product features before investing.
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#PNBMetLife #ValueFund #ULIP #NewFundOffer #LongTermWealth #LifeInsurance #EquityInvestment #ValueInvesting #FinancialPlanning #InvestSmart #InsuranceWithReturns #WealthCreation #SanjayKumar #PNBMetLifeIndia #ULIPPlans #SmartInvesting #InsuranceIndia #NFOAlert #InsurancePlusInvestment
