BEST ULIP INVESTMENT PLAN

Best Plan for Regular Investments

Monthly Insurance
Years (Term) Fund Value Description
Premium Cover

1 3,000 3,60,000 Regular Term Invesment Plan

2 3,000 3,60,000 Entry Age: 18 years to 45 years

3 3,000 3,60,000 Maximum Maturity Age: 65 years

4 3,000 3,60,000 Various Fund Options available in Smart Choice -

Pure Fund / Top300 Fund / Bond Optimiser Fund
5 3,000 3,60,000 / Balanced Fund / Bond Fund / Corporate Bond
Fund / Equity Optimiser Fund / Equity Fund /
6 3,000 3,60,000 3,10,807 Growth Fund / Money Market Fund

7 3,000 3,60,000 3,86,404

Yearly partial withdrawal facility available of 15%
of Fund value after 5th year onwards
8 3,000 3,60,000 4,71,072

9 3,000 3,60,000 5,65,900

Yearly two free fund switching and Yearly two free
premium redirection facilities
10 3,000 3,60,000 6,72,107

11 3,000 3,60,000 7,91,060 Tax Benefits available under Sec. 80C upto Rs.1.5
Lakhs per Annum & Sec. 10(10D) on maturity with
12 3,000 3,60,000 9,24,286 Zero Tax

13 3,000 3,60,000 10,73,500

Paying mode: Monthly [Rs.2000 & above]
Quarterly [Rs.5,500 & above]
14 3,000 3,60,000 12,40,620 Half-Yearly [Rs.9,500 & above]
Yearly [Rs.15,000 & above]
15 3,000 3,60,000 14,27,794

16 3,000 3,60,000 16,37,429 Cashless Transactions Only

17 3,000 3,60,000 18,72,219

Death Benefit: Either fund value or the
18 3,000 3,60,000 21,35,185
Insurance Cover value whichever is higher is
paid to the nominee in case of policyholder's
19 3,000 3,60,000 24,29,707 death occuring during the policy period

20 3,000 3,60,000 27,59,572

Note: Fund values are prepared on 12% CAGR, since inception returns are 18%