New Fund Offer • Open Now IndiGenius Fund
New Fund Offer • Open Now IndiGenius Fund
Be A Part of
What Is IndiGenius NFO Fund?
A thematic fund designed to participate in three structural growth drivers shaping India's future.
Invest in India's Growth Story
Infrastructure Creation
Indigenisation
From importer to Manufacturer to global exporter
Ingenuity
Innovation & Intellectual Capital
Why IndiGenius NFO Fund?
Participate In Sectors That Are Building, Shaping, And Powering India's Future.
Gain exposure to themes aligned with India's structural growth across infrastructure, indigenisation and Ingenuity.
Focus On Long-Term Wealth Creation With The Added Advantage Of Life Cover.
Work towards your financial goals while benefiting from the added security of integrated life insurance.
Harness The Power Of Investing Across The Market Spectrum.
Access opportunities across market capitalizations and sectors through a diversified investment approach.
Benefit From Active Portfolio Management.
Leverage the expertise of professional fund managers to identify opportunities and navigate changing market conditions.
Available With
Ageas Federal Life Insurance ProGrow Plan
Ageas Federal Life Insurance Platinum Wealth Builder Plan
Ageas Federal Life Insurance Smart Growth Plan
Ageas Federal Life Insurance Wealth Gain Insurance Plan
Why Now?
India's next phase of growth is already underway.
5X
Growth in UPI
Payments¹
46Bn to 241Bn Transactions
(FY22-FY26)
26
Cities²
with Metro Rail
5 in 2014 to
26 in 2025
3X
Smartphone
Exports³
$10.5Bn to $29.4Bn (FY23-
FY26)
3rd Largest
Unicorn
Ecosystem⁴
132 High-Growth
Unicorn
Fund at a Glance
Parameter
Details
Fund Name
IndiGenius Fund
Fund Type
Open-ended fund offered under unit linked insurance plan(s)
SFIN
ULIF08901/07/26INDIGENIUS135
Investment Objective
To create long-term wealth for policyholders by investing in high
growth stocks across market capitalisations.
Benchmark
BSE 500 Index
Equity Exposure
Minimum 80% and up to 100% of the fund
Indicative Market Cap Allocation
Mix
55% - 75%
15% - 35%
10% - 25%
0% - 20%
Market Capitalisation (as per
AMFI classification) Indicative Range
AMFI classification) Indicative Range
Large Cap
55% - 75%
Mid Cap
15% - 35%
Small Cap &
Beyond 10% - 25%
Beyond 10% - 25%
Cash & Money Market
Instruments 0% - 20%
Instruments 0% - 20%
Asset Allocation
80% - 100%
0% - 20%
Assets Class
Min-Max
Equities & Equity ETFs
80% - 100%
Money Market & Short-Term Debts
Instruments 0% - 20%
Instruments 0% - 20%
Fund Management Approach
IndiGenius Fund is an actively managed, open-ended equity fund that invests across market capitalisations in companies aligned to three themes -India growth story, Indigenisation and Ingenuity. The fund seeks to create long-term wealth for policyholders through:
- Active fund management aimed at generating steady returns over the medium to long term.
- Diversification of the portfolio across sectors and companies, with the BSE 500 Index as the benchmark.
- Regular assessment of the allocation between Large, Mid and Small cap companies to manage the risk-return profile of the fund.
The fund maintains a minimum of 80% exposure to equities at all times. Any cash component is kept to the least possible extent and is primarily deployed in money market instruments of the highest credit quality.
The Benchmark
The performance of the IndiGenius Fund will be benchmarked against the BSE 500 Index. The benchmark is used only for performance comparison. The fund does not seek to replicate the index. Past performance of the benchmark is not indicative of the future performance of the fund.
Frequently Asked Questions
FAQ
What is the IndiGenius Fund?
What is the objective of the fund?
Where does the fund invest?
What is the benchmark of the fund?
Who should consider this fund?
How can I invest in the IndiGenius Fund?
Sources: 1. PIB, Ministry of Finance | 2. PIB, Ministry of Housing & Urban Affairs | 3.
Ministry of Commerce & Industry | 4. Tracxn
Disclaimer