31 July 2025
PNB MetLife Launches Value Fund: Build Long-Term Wealth Through Value Investing
Value investing is a time-tested approach that focuses on identifying fundamentally strong companies that are available at attractive prices. By investing in quality businesses that are temporarily undervalued due to market neglect or cyclical downturns, investors aim to benefit when the market eventually corrects these mispricings.
Benefits of the PNB MetLife Value Fund:
1. Long-Term Wealth Creation: The fund's core strategy involves investing in undervalued companies with strong fundamentals. Over time, as the market corrects these mispricings, investors can gain from both price appreciation and earnings growth.
2. Active Fund Management: This actively managed fund, guided by expert research and market insights, aims for higher long-term returns compared to passive funds. The fund management team has a proven track record, as evidenced by 99% of PNB MetLife's equity funds in assets under management (AUM) receiving 4 or 5-star ratings from Morningstar.
3. Outperformance Potential: The Nifty 500 Value 50 Index has significantly outperformed the Nifty 50, delivering a 5-year compound annual growth rate (CAGR) of 39.51% compared to 20.29% as of May 31, 2025. This illustrates the potential of a value-driven investment approach.
4. Sectoral Opportunities: The fund gains exposure to currently undervalued sectors such as Energy, Financials, Commodities, and Power, many of which are trading below their historical price-to-earnings (P/E) ratios and present attractive entry points.
5. Ideal for the Current Environment: With interest rates softening and the earnings outlook improving, now is an ideal time to adopt a value-focused strategy that can effectively capitalize on market inefficiencies.
6. Added Protection and Tax Efficiency: When accessed through PNB MetLife ULIP Plans, the fund offers life coverage of up to 10 times the annualized premium, along with tax-free maturity benefits, provided the annual premiums do not exceed ₹. 5 lakhs, in accordance with current tax laws.
PNB MetLife Launches Value Fund: Build Long-Term Wealth Through Value Investing
Value investing is a time-tested approach that focuses on identifying fundamentally strong companies that are available at attractive prices. By investing in quality businesses that are temporarily undervalued due to market neglect or cyclical downturns, investors aim to benefit when the market eventually corrects these mispricings.
Benefits of the PNB MetLife Value Fund:
1. Long-Term Wealth Creation: The fund's core strategy involves investing in undervalued companies with strong fundamentals. Over time, as the market corrects these mispricings, investors can gain from both price appreciation and earnings growth.
2. Active Fund Management: This actively managed fund, guided by expert research and market insights, aims for higher long-term returns compared to passive funds. The fund management team has a proven track record, as evidenced by 99% of PNB MetLife's equity funds in assets under management (AUM) receiving 4 or 5-star ratings from Morningstar.
3. Outperformance Potential: The Nifty 500 Value 50 Index has significantly outperformed the Nifty 50, delivering a 5-year compound annual growth rate (CAGR) of 39.51% compared to 20.29% as of May 31, 2025. This illustrates the potential of a value-driven investment approach.
4. Sectoral Opportunities: The fund gains exposure to currently undervalued sectors such as Energy, Financials, Commodities, and Power, many of which are trading below their historical price-to-earnings (P/E) ratios and present attractive entry points.
5. Ideal for the Current Environment: With interest rates softening and the earnings outlook improving, now is an ideal time to adopt a value-focused strategy that can effectively capitalize on market inefficiencies.
6. Added Protection and Tax Efficiency: When accessed through PNB MetLife ULIP Plans, the fund offers life coverage of up to 10 times the annualized premium, along with tax-free maturity benefits, provided the annual premiums do not exceed ₹. 5 lakhs, in accordance with current tax laws.
Stay Connected, Stay Informed –
Don’t miss out on exclusive updates, market trends, and real-time investment opportunities. Be the first to know about the latest unlisted stocks, IPO announcements, and curated Fact Sheets, delivered straight to your WhatsApp.