IN UNIT LINKED POLICIES, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER.

Funds That Cater To Your Needs

Explore our diverse offering of funds, each one carefully selected for the potential returns it brings to the table!

Looking for fund related advice? Contact with our Investment experts

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A Fund for every investor

#EquityFund

Bond Fund

(An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)

Goal

Tax Saving

Benchmark

Nifty 200 (TRI)

Returns

16.41%

Benchmark Returns

11.1%

Risk

Aggressive

NAV as on 02 Dec 2019

18.87

#EquityFund

Bond Fund

(An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)

Goal

Tax Saving

Benchmark

Nifty 200 (TRI)

Returns

16.41%

Benchmark Returns

11.1%

Risk

Aggressive

NAV as on 02 Dec 2019

18.87

#EquityFund

Bond Fund

(An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)

Goal

Tax Saving

Benchmark

Nifty 200 (TRI)

Returns

16.41%

Benchmark Returns

11.1%

Risk

Aggressive

NAV as on 02 Dec 2019

18.87

#EquityFund

Bond Fund

(An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)

Goal

Tax Saving

Benchmark

Nifty 200 (TRI)

Returns

16.41%

Benchmark Returns

11.1%

Risk

Aggressive

NAV as on 02 Dec 2019

18.87

#EquityFund

Bond Fund

(An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)

Goal

Tax Saving

Benchmark

Nifty 200 (TRI)

Returns

16.41%

Benchmark Returns

11.1%

Risk

Aggressive

NAV as on 02 Dec 2019

18.87

Plan your Investments by setting a Goal

Retirement Investment
Dream Home
Kids Education
Dream Vacation

Performance of Our Funds

If you invest
for annually, your investment value will be 600000*
Past Return Values & Benchmark Return Values are updated as of 30th September 2021
Fund NameFund Inception Date
Benchmark Returns(%)
Equity 250Nifty 250* 10 Years Since 101014.4614.46
100%
₹ nanimg
Equity Large capNifty 200* 20/04/2000 20 Years12.4612.46
100%
₹ nanimg
100%

Our Returns/ Benchmark (%)
Projected Returns*
100%

2- Past performance is not an indicator of future performance.

*Some benefits are guaranteed, and some benefits are variable with returns based on the future performance of the Company. If your policy offers guaranteed benefits, then these will be clearly marked “guaranteed” in the illustration table on this page. If your policy offers variable benefits then the illustrations on this page will show two different rates. of assumed future investment returns, of 8% p.a. and 4% p.a. These assumed rates of return are not guaranteed, and they are not the upper or lower limits of what you might get back, as the value of your policy is dependent on a number of factors including future investment performance.

Our Investment Philosophy

Empirical Research

We give you life insurance advice based on sound experience-based studies as well as information gathered through historical simulations and economic insights.

Factor Based Investing

We give you investment advice based on preferences for performance, investment beliefs and constraints.

Quantitative Process

We rely on mathematical computations and statistical models to identify the best opportunities for you.

Diversification

We aid you in investing in a diversified portfolio of assets to reduce volatility and maximize your returns.

Risk Management

We are always on the lookout to identify, assess and manage your risks through a structured approach.

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0- Provided the premium paying term is more than or equal to 10 years.

1- This is applicable only if all due premiums are paid and the policy is inforce.

3- As per provisions of Income Tax Act, 1961. Tax benefits are subject to changes in tax laws.

The Linked Insurance Products do not offer any liquidity during the first five years of the contract. The policyholder will not be able to surrender/withdraw the monies invested in Linked Insurance Products completely or partially till the end of the fifth year. 

Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. These plans do not in any way indicate the quality of the contract, its future prospects, or returns. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns. Please know the associated risks and the applicable charges from your Personal Financial Advisor or the Intermediary or policy document of the Insurer. The premium paid in unit linked life insurance policies are subject to investment risk associated with capital markets and the unit price of the units may go up or down based on the performance of investment fund and factors influencing the capital market and the policyholder is responsible for his/her decisions. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.

ARN No: WP/1948/Sep/2021