Invest in Market-Linked Insurance Plans

Risk factors and warning statements:

i. Unit linked insurance products are different from traditional insurance products and are subject to the risk factors.

ii. The premium paid and return from unit linked insurance policies are subject to investment risks associated with capital markets and publicly available index. The NAVs of the units may go up or down based on the performance of the fund and factors influencing the capital market/ publicly available index and the insured is responsible for his/her decisions.

iii. BSE 500 Enhanced Value 50 Index was launched on 20th June 2005. The past returns are back tested based on historical returns and formula (provided by BSE). These are returns of benchmark indices and are not indicative of return on Axis Max Life Insurance’s BSE 500 Value 50 Index Fund II. Axis Max Life’s BSE 500 Value 50 Index Fund II (SFIN: ULIF04807/07/26BSENHVALUE104) is a passively managed Index Fund that mirrors BSE 500 Enhanced Value 50 Index, subject to tracking error. The fund value calculation is done by projecting historical returns of BSE 500 Enhanced Value 50 Index, after adjusting for all expenses (except tracking error) in Axis Max Life’s Online Savings Plan Plus (UIN: 104L131V02) for a 30 year old Male investing 10K per month for 10 years. The above values have been calculated assuming 27.42% p.a. gross investment returns, which are the past 5 year returns of BSE 500 Enhanced Value 50 Index as on 29th May 26.

iv. Please know the associated risks and the applicable charges, from the policy brochure available on the PhonePe application, or from the policy document issued by the insurance company.

v. The respective insurer's name is only the name of the Life Insurance Company and the respective plan name is only the name of the unit linked insurance contract and does not in any way indicate the quality of the contract, its future prospects, or returns.

vi. 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.

Declaration:

i. By proceeding, you allow PhonePe Insurance Broking Services and the insurance provider to call you and provide assistance for the service you are trying to avail, irrespective of your DNC registration (if any).

ii. You will receive a call from PhonePe or the respective insurance provider to guide you through the purchase. After this step, you will be redirected to the insurer's website to complete the application.

Disclaimers:

*The maturity amount of Rs 1 Cr. is calculated for a monthly investment of Rs 10,000/-, for 30 years, on assumed CAGR of 8%, and policy charges ~2% per annum; The actual return may go up or down based on the performance of the selected fund(s) and factors influencing the capital market. The investment risk in the portfolio is borne by the policyholder.

**U/s 10(10d) of income tax act, you can avail tax exemption on the maturity payout, if the premium payable does not exceed 10% of the sum assured in any of the years during the policy term. Additionally, to avail this benefit, your aggregate ULIP premium paid annually must not exceed Rs. 2,50,000 in any year during the policy term. Tax benefits are subject to changes in tax laws.

*₹1 Cr maturity amount is based on a 20-year Policy Term (Regular Pay) for an 18-year-old male, assuming an annual fund return of 20%