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An Open-ended tax saving cum insurance scheme
The scheme is an open ended tax saving cum insurance scheme. New applications in this scheme is currently not available. If you have invested already, you can continue to pay your premium.
2% of NAV for premature withdrawal.
Redeem/SIP/Switch
Not Applicable
Debt: 60-100% (Low to Medium) Equity: 0-40% (Medium to High)
Investment objective of the scheme is primarily to provide return through growth in the NAV or through dividend distribution and reinvestment thereof.
ULIP
An Open-ended tax saving cum insurance scheme
• Long term portfolio focus by adjusting the asset allocation and the mix within an asset class. • Fund invests across capitalization in equity segment and across bond, G-sec and money market instruments in debt segment. • Fund uses top down and bottom up approach for stock picking
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment in equity instruments (maximum-40%) and debt instruments. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
An Open-ended tax saving cum insurance scheme