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Equity Fund Plans

Invests in equity markets - higher risk for higher long term returns

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Equity Advantage Fund

5 years Return

Return Rate:

19.23%

  • Min. investment of ₹5000/month

  • Premium payment term of 5 to 40 years

  • Policy term of 5 to 40 years

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Signature

Multicap Growth Fund

5 years Return

Return Rate:

14.95%

  • Min. investment of ₹2500/month

  • Premium payment term of 5 to 15 years

  • Policy term of 15 to 30 years

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Online Savings Plan

Growth Fund

5 years Return

Return Rate:

11.06%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 30 years

  • Policy term of 5 to 30 years

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Smart SIP

Multicap Fund

5 years Return

Return Rate:

25.32%

  • Min. investment of ₹2000/month

  • Premium payment term of 5 to 50 years

  • Policy term of 5 to 50 years

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Goal Assure IV

Nifty 200 Momentum 30 Index

5 years Return

Return Rate:

19.7%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 20 years

  • Policy term of 10 to 20 years

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Balanced Fund Plans

Moderate risk, balanced returns. Combination of equity and debt investments offering stable returns

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Balanced Fund

5 years Return

Return Rate:

10.34%

  • Min. investment of ₹5000/month

  • Premium payment term of 5 to 40 years

  • Policy term of 5 to 40 years

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Signature

Multicap Balanced Fund

5 years Return

Return Rate:

11.13%

  • Min. investment of ₹2500/month

  • Premium payment term of 5 to 15 years

  • Policy term of 15 to 30 years

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Online Savings Plan

Balanced Fund

5 years Return

Return Rate:

9.46%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 30 years

  • Policy term of 5 to 30 years

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Smart SIP

Dynamic Advantage Fund

Return Since Inception

Return Rate:

24.42%

  • Min. investment of ₹2000/month

  • Premium payment term of 5 to 50 years

  • Policy term of 5 to 50 years

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Goal Assure IV

Asset Allocation Fund II

5 years Return

Return Rate:

11.87%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 20 years

  • Policy term of 10 to 20 years

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Low Risk, Stable Returns on Investment

Low-risk, fixed returns, up to 7% annually

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Bond Fund

5 years Return

Return Rate:

5.69%

  • Min. investment of ₹5000/month

  • Premium payment term of 5 to 40 years

  • Policy term of 5 to 40 years

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Signature

Income Fund

5 years Return

Return Rate:

5.50%

  • Min. investment of ₹2500/month

  • Premium payment term of 5 to 15 years

  • Policy term of 15 to 30 years

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Online Savings Plan

Secured Fund

5 years Return

Return Rate:

6.82%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 30 years

  • Policy term of 5 to 30 years

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Smart SIP

Whole Life Income Fund II

5 years Return

Return Rate:

6.86%

  • Min. investment of ₹2000/month

  • Premium payment term of 5 to 50 years

  • Policy term of 5 to 50 years

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Goal Assure IV

Bond Fund

5 years Return

Return Rate:

6.06%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 20 years

  • Policy term of 10 to 20 years

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Waiver of Premium Plans

Insurer pays the premium till maturity in case of unfortunate death during the policy tenure

Signature Assure

Multicap Growth Fund

5 years Return

Return Rate:

14.95%

  • Min. investment of ₹2500/month

  • Premium payment term of 5 to 15 years

  • Policy term of 15 to 30 years

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Click to Wealth

Equity Advantage Fund

5 years Return

Return Rate:

19.23%

  • Min. investment of ₹5000/month

  • Premium payment term of 5 to 40 years

  • Policy term of 5 to 40 years

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Online Savings Plan

Growth Fund

5 years Return

Return Rate:

11.06%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 30 years

  • Policy term of 5 to 30 years

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Smart Wealth Goal V

Nifty 200 Momentum 30 Index

Since Inception Return

Return Rate:

19.7%

  • Min. investment of ₹3000/month

  • Premium payment term of 5 to 20 years

  • Policy term of 10 to 20 years

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Benefits of Investment Plans

Understand the benefits you get from different investment or savings plans

Tax Savings Icon

Tax Savings

Save 12.5% capital gains tax on investment returns profits and up to Rs. 46,800 per year under section 80(c).

Life Cover Protection Icon

Life Cover Protection

Get life cover protection up to 30 times annual premium

Market-Linked Returns Icon

Market-Linked Returns

Earn market-linked returns to beat inflation: last ten year CAGR of 10% per annum

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