MF/FD/Shares – Which is better ?
MF/FD/Shares – Which is better ?
But we have more options :-
There is a new Product available which is Unit-Linked, Savings, Life insurance plan, designed to grow your wealth to fulfil your long-term goals and safeguard your family with an adequate life cover, thereby ensuring a PLATINUM standard of life for your loved ones and you.
In brief Benefits:
- Wealth Creation through market linked returns
- Financial Protection -the nominee get FV or SA on the death of the Life Assured
- Low Charges
- Avail Portfolio Strategy
- Unlimited Free Switches across MF
- Systematic Withdrawal Plan – avail Monthly payout
- Invest additional savings using the top-up feature
- Tax benefits is also available on premiums paid
For further detail visit :- https://www.investorsarthi.com/blog/ or Contact :- 9717794007
KEY FEATURES OF the Product
Wealth Creation
Grow your wealth through market linked returns with a choice of multiple fund3 options.
Financial Protection
On the death of the Life Assured, the nominee gets either the life cover4 or the prevailing fund value or both.
Low Charges
Low policy administration charge and nil premium allocation charge.
Portfolio Strategy
Choose from 4 portfolio strategies according to your investment style to achieve your specific financial goals.
Fund Switches
Unlimited free switches across multiple funds for fixed portfolio strategy.
Systematic Withdrawals
Avail monthly payouts for your supplementary income needs through Systematic Withdrawal Plan6.
Top-up
Invest additional savings using the top-up feature to keep pace with your evolving financial goals.
Tax benefits
May be available on premiums paid and benefits received as per prevailing tax laws.
4 PORTFOLIO STATREGIES-
PERFORMANCE OF FUNDS`
|
Fund Name(As on November 30, 2024) |
Returns (p.a.) |
Inception |
|
|||||
|---|---|---|---|---|---|---|---|---|
|
1 Year |
2 Year |
3 Year |
4 Year |
5 Year |
Since Inception |
|
||
|
EQUITY |
||||||||
|
18.81% |
14.13% |
12.78% |
16.90% |
15.22% |
10.52% |
November 24, 2009 |
||
|
20.50% |
15.81% |
14.97% |
18.56% |
16.15% |
13.32% |
August 29, 2011 |
||
|
26.25% |
19.90% |
14.39% |
19.24% |
16.26% |
11.88% |
November 24, 2009 |
||
|
25.86% |
19.94% |
16.24% |
20.33% |
17.77% |
12.39% |
November 24, 2009 |
||
|
27.87% |
19.82% |
14.16% |
18.80% |
17.59% |
11.32% |
February 23, 2015 |
||
|
39.59% |
29.41% |
18.42% |
23.10% |
20.39% |
14.49% |
July 23, 2018 |
||
|
18.05% |
12.65% |
11.73% |
15.78% |
13.76% |
12.51% |
March 20, 2019 |
||
|
23.51% |
17.63% |
14.59% |
18.93% |
17.38% |
16.54% |
June 17, 2019 |
||
|
21.34% |
17.45% |
12.64% |
NA |
NA |
10.83% |
October 29, 2021 |
||
|
33.83% |
33.71% |
NA |
NA |
NA |
32.54% |
September 23, 2022 |
||
|
28.96% |
NA |
NA |
NA |
NA |
29.35% |
September 25, 2023 |
||
|
NA |
NA |
NA |
NA |
NA |
17.60% |
February 19, 2024 |
||
|
NA |
NA |
NA |
NA |
NA |
14.12% |
March 20, 2024 |
||
|
NA |
NA |
NA |
NA |
NA |
9.19% |
May 15, 2024 |
||
|
NA |
NA |
NA |
NA |
NA |
NA |
December 02, 2024 |
||
|
BALANCED |
||||||||
|
18.91% |
14.51% |
10.52% |
13.00% |
11.93% |
9.94% |
November 24, 2009 |
||
|
15.49% |
11.98% |
9.80% |
11.51% |
11.37% |
9.17% |
June 12, 2017 |
||
|
22.45% |
16.90% |
12.32% |
NA |
NA |
11.78% |
August 31, 2021 |
||
|
26.44% |
NA |
NA |
NA |
NA |
32.34% |
February 28, 2023 |
||
|
DEBT |
||||||||
|
9.06% |
7.25% |
5.15% |
4.62% |
5.83% |
7.75% |
November 24, 2009 |
||
|
6.85% |
6.61% |
5.68% |
5.06% |
5.10% |
6.85% |
November 24, 2009 |
||
|
7.18% |
6.40% |
4.67% |
4.36% |
5.45% |
6.47% |
July 23, 2018 |
||
|
9.18% |
NA |
NA |
NA |
NA |
6.71% |
May 29, 2023 |
||
