Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications

Thursday, March 13, 2014

ULIP - Mutual Fund

Download Tax Saving Mutual Fund Application Forms

Invest In Tax Saving Mutual Funds Online

Buy Gold Mutual Funds

Leave a missed Call on

94 8300 8300

 


Unit Linked Insurance Plan is an open ended tax saving cum insurance scheme.
Investment objectives of the scheme is primarily to provide return through growth in the NAV or through dividend distribution and reinvestment thereof. Amounts collected under the scheme shall generally be invested as follows:


(a) Not less than 60% of the funds in debt instruments with low to medium risk profile.
(b) Not more than 40% of the funds in equities and equity related instruments.

 

The minimum and maximum target amount of investment under the scheme is Rs. 15,000/- and Rs. 15,00,000/- respectively. The maximum target amount of 15 lacs is the combined target amount available for the Declining term Insurance cover and Fixed Term Insurance Cover together. The chosen target amount is required to be contributed in yearly or half yearly instalments or through Systematic Investment Plan over 10/15 years as indicated at the time of entry. Renewal contributions can also be paid in advance. At present, payment of renewal contributions (RCs) (through salary saving scheme) are accepted only under the 10 year plan from unit holders working with select organisations. An option to pay renewal contribution every month through Pay Roll may be introduced later in association with employers subject to such terms as may be decided. An investor can invest more than the maximum target amount of Rs. 15 lacs in one or more instalments, the life insurance cover will, however, be limited to Rs.15 lacs.

 

Life Insurance Cover Declining Term Cover: Life Insurance Cover to the extent of the unpaid but not due amount of the chosen target amount and

 

Fixed Term Cover: Life Insurance Cover to the extent of the target amount.
Life insurance cover for female investors having no regular and independent income is restricted to a maximum of Rs. 5,00,000/- even where the target amount selected by the investor is for more than Rs. 5,00,000/-. Minor children above the age of 12 years are allowed to join the scheme. However, such children having regular and independent income only will be eligible for the life insurance cover.

Personal accident insurance cover up to Rs. 50,000/-, irrespective of the target amount chosen is also provided.

For further information contact Prajna Capitalon 94 8300 8300 by leaving a missed call

Leave a missed Call on 94 8300 8300

Leave your comment with mail ID and we will answer them

OR

You can write back to us at

PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Download Mutual Any Fund Application Forms

---------------------------------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Franklin India Bluechip
      4. ICICI Prudential Top 100 Fund

B. Large and Midcap Funds Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
      4. Birla Sun Life Front Line Equity Fund
      5. Franklin India Prima

C. Mid and SmallCap Funds Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
      5. Birla Sun Life Dividend Yield Plus
      6. SBI Emerging Businesses Fund
      7. HDFC Mid-Cap Opportunities Fund
      8. ICICI Prudential Discovery Fund

D. Small and MicroCap FundsInvest Online

      1. DSP BlackRock MicroCap Fund

2.Franklin India Smaller Companies

E. Sector Funds Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund
      3. ICICI Prudential Banking and Financial Services Fund

F. Tax Saver Mutual Funds Invest Online

1. ICICI Prudential Tax Plan

2. HDFC Taxsaver

      1. DSP BlackRock Tax Saver Fund
      2. Reliance Tax Saver (ELSS) Fund

G. Gold Mutual Funds Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund
      4. Birla Sun Life Gold

H. International funds Invest Online

1. Birla Sun Life International Equity Plan A

2. DSP BlackRock US Flexible Equity

3. FT India Feeder Franklin US Opportunities

4. ICICI Prudential US Bluechip Equity

5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

No comments:

Mutual Fund Application Forms Download Any Applications
Invest in Tax Saving Mutual Funds Invest Online
Infrastructure Bond Application Forms Download Applications
Related Posts Plugin for WordPress, Blogger...

Popular Posts