Bajaj Allianz
Life Equity Growth Fund and Bajaj Allianz Pure Stock Fund (key large - cap equity ULIP funds) have managed to beat the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 10 - year period, with monthly shift).
Not exact matches
I'm now invested in three Sun
Life Global Investment (SLGI) funds: the SLGI MFS Global
Growth Fund, SLGI MFS Global Value Fund and SLFI Blackrock Canadian
Equity Fund.
They include Kwame Ofori Asomaning, the Managing Director of Ghana
Growth Fund, a private
equity company; Issa Adam, the Managing Director of GN Bank and Fiifi Simpson, the Chief Executive Officer of GN
Life Assurance.
In supporting Mayor de Blasio's lenses of
growth, sustainability, resiliency,
equity and healthy
living, DDC provides communities with new or renovated public buildings, new or upgraded roadways, sewers, water mains in all five boroughs.
Formulates and recommends Departmental policies, plans and guidelines related to the natural and human environment, including efforts regarding resiliency and climate mitigation; livability and quality of
life in states and communities;
equity and economic
growth; historic preservation, and bicycle and pedestrian transportation.
- Review Finder - Accounting Software Acid Reflux Acne ADHD Air Hockey Tables Air Purifiers Alarm Systems Allergy Relief Amish Furniture Andropause Anti-Aging Creams Arabic Lessons Arthritis Relief Asthma Relief Auctions Audiobooks Auto Insurance Auto Loans Auto Parts Auto Title Loans Auto Warranty Plans Baby Cribs Baby Stores Baby Strollers Babysitters Background Checks Ballroom Dancing Lessons Barstool Stores Baseball Equipment Batteries BBQ Sauce Clubs Bed Bugs Bedding Beer Clubs Bicycle Parts Birthday Parties Blinds Blood Pressure Book Clubs Brewing Supplies Bridesmaid Dresses Bunk beds Business Cards Business Checks Business Debt Management Business Insurance Business Loans Business Phone Systems Buy Gold Calendars Callus Removers Camping Gear Candy Clubs Canvas Prints Car Title Loans Cash Advance Cash For Gold Catholic Dating Sites Cellulite Charm Bracelets Cheese Clubs Children's Playhouses China Dinnerware Chinese Lessons Chocolate Chocolate Clubs Cholesterol Christian Dating Christmas Cards Christmas Ornaments Christmas Trees Cigar Clubs Class Rings Coffee Clubs College Textbooks Colon Cleansers Company Incorporation Services Contact Lenses Contractors Cookie Clubs CPA Reviews Creatine Credit Card Consolidation Credit Cards Credit Cards - Bad Credit Credit Cards - Business Credit Cards - Cash Back Credit Cards - Debit Credit Cards - Low Interest Rates Credit Cards - No Annual Fees Credit Cards - Prepaid Credit Cards - Rewards Programs Credit Cards - Secured Credit Cards - Student Credit Cards - Zero Balance Transfer Fees Credit Cards - Zero Interest Rates Credit Cards - Zero Introductory APR Credit Repair Services Credit Reports Cruise Vacations Cufflinks Curtains Custom T - Shirts Daily Fantasy Sports Dancewear Data Recovery Dating Services Debt Consolidation Debt Relief Dental Insurance Depression Dessert Clubs Diabetes Supplements Diamonds Divorce Forms Divorce Online DNA Testing DIY Home Security Dog Beds Dog Food Dog Houses Dog Training Programs Dropshippers Drug Tests Drum Lessons DUI Lawyers E-Cigarettes Eczema Elderly Care Elliptical Machines Exercise Bikes Eyeglasses Fatigue Faucets Feather Beds Feather Pillows Fertility (Women) Fibromyalgia Fitness Clothing Flooring Flower Clubs Flower Delivery Foam Mattresses Foreclosure Listings Forex Trading Platforms Forming an LLC French Lessons Fruit Baskets Fruit Clubs Futons Genealogy Services German Lessons Gift Baskets Gift Certificates Gifts GMAT Test Prep Golf Clubs Golf Equipment Gout Relief Government Auctions Government Grants Graduation Invitations Greek Lessons Green Cards Guitar Lessons Gutter Guards Hair Care Products Hair Loss Hair Removal Halloween Costumes Handbags HCG Health Insurance Hebrew Lessons Hemorrhoids HGH (Human
Growth Hormone) Hockey Equipment Home Automation Home Brew Beer Home
Equity Loans Home Gyms Home Loans Home Safes Home School Supplies Home Security Systems Home Warranty Home Theater Seating Homework Help Hoodia Hot Sauce Clubs Hot Tubs Identity Theft Incorporation Services Infertility (Women) Insomnia Installment Loans Insurance - Auto Insurance - Dental Insurance - Health Insurance -
Life Insurance - Pet Insurance - Travel Internet Filters iPhone Repair Irritable Bowel Syndrome Italian Lessons Japanese Lessons Jewelry Jewish Dating Sites Job Search Sites Junk Removal Korean Lessons Lacrosse Equipment Lab Testing Lamps Latin Lessons Lawsuit Funding Learn to Read Programs Learn Spanish Lice
Life Insurance Light Bulbs Light Fixtures Limos
Living Trusts
Living Wills LLC Formation Lobster Logo Design Low Carb Diets Luggage Stores Mail Scanning Services Makeup Maternity Clothes Medical Alert Systems Memory Loss Menopause Mobility Scooters Moles Money Transfers Mortgage Refinance Music Boxes Music Publishing Mystery Shopping Nail Fungus Name Change Services Nanny Agencies New Cars Online Auctions Online Backup Online Divorce Online Stock Brokers Outdoor Furniture Paid Surveys Painting Lessons Pajamas Party Planning Passport Services Patent Application Payday Loans People Search Perfume Stores Personal Checks Personal Loans Personal Trainers Pest Control Pet Insurance Pet Meds Photo Books Photo Cards Piano Lessons Playhouses PMS Relief Poker Pool Supplies Pool Tables Popular Diets Portuguese Lessons Prenuptial Agreements Prepared Meals Printer Ink Prom Dresses Rapid Weight Loss Diets Reading Glasses Refrigerators Remote Control Toys Repairmen Restless Leg Syndrome Resume Builders Reverse Mortgages Ringworm Roadside Assistance Rowing Machines Rugs Russian Lessons Salsa Clubs Scabies Scar Creams Scuba Gear Seafood Self Publishing Sell Cars Sell Diamonds Sell Gold Senior Care Senior Dating Sites Shingles Shoes (Women) Sign Language Lessons Singing Lessons Skin Tags Slipcovers Snoring Spas Spanish Sporting Goods Sports Memorabilia Stair Climbers Steak Stock Brokers Stock Photos Stop Smoking Stress Relief Stretch Marks Structured Settlements Student Loan Consolidation Student Loans Sunglasses Survival Gear Swimsuits Tax Relief Tax Software Teeth Whiteners Thyroid Health Tickets Tinnitus Trademark Registration Travel Insurance Travel Visas Treadmills Trophies Tutors Used Cars Vacation Rentals Vehicle Inspections VoIP Services VPN Services Warts Watch Stores Water Filters Web Hosting Website Builders Website Templates Wedding Dresses Wedding Favors Wedding Invitations Wedding Planning Guides Wedding Planning Software Wedding Websites Wholesale Dropshippers Wigs Wills Window Blinds Wine Wine Clubs Wireless Security Systems Women's Shoes Workout Programs Wrinkle Creams
Birla Sun
Life Manufacturing
Equity Fund - REGULAR
Growth - 1000 / - per month 2.
SIP Details as below (Monthly Basis) ELSS Axis Long term
equity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth
equity fund Direct
Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct
Growth: 3000 / - Mid Cap Franklin India Prima fund Direct
Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct
Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct
Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct
Growth (
Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth
Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun
Life Short term fund Direct
Growth: 5000
Because home
equity typically makes up a substantial portion of a retiree's net worth, it can arguably serve as a drag on income, net worth
growth and overall quality of
life in retirement.
Direct
Equity Exposure — 2.5 Lakhs (Shares of Asian Paints)
Life Insurance Term Plan HDFC
Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund
GROWTH — 2000 / month (10 year horizon)
Asset Class Fund Large Cap IDBI India Top 100
Equity Fund —
Growth Mid Cap Motilal Oswal M0st focused MidCap 30 Fund —
Growth Index IDBI Nifty Index Fund —
Growth MidTerm Corp Bond DHFL Pramerica Medium Term Income Fund GILT IDFC GSF — Provident Fund —
Growth Commodities Birla Sun
Life Gold Fund —
Growth ShortTerm Corp Bond Principal Short Term Income Fund —
Growth
Franklin India Prima Plus: 2500 SBI Blue chip: 2500 Franklin India High
Growth Companies Fund: 1000 BIRLA SUN LIFE FRONTLINE EQUITY FUND — GROWTH: 1000 HDFC Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing
Growth Companies Fund: 1000 BIRLA SUN
LIFE FRONTLINE
EQUITY FUND —
GROWTH: 1000 HDFC Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing
GROWTH: 1000 HDFC
Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing good.
So this plan offers death benefit in case of the
life insured's demise and it also gives you a good maturity benefit with the
growth in the
equities market.
Birla Sun
Life Frontline
Equity Fund — Direct Plan (G) 4000 / - Franklin India Bluechip fund
growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000 / -
Last year I have invested in ELSS MF as lum sum amount (20K in each): Axis long term
equity -
growth Birla Sun
Life Tax plan -
growth Franklin India TaxShield —
growth
Birla Sun
Life Frontline
Equity Fund -
Growth 2.
Fund name Amount invested / % allocation / mode 1 Birla Sun
Life Frontline
Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified
Equity Fund 18000 / 4.77 % / SIP 6 IDBI
Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional
Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan —
Growth 35000 / 9.28 % / Onetime
1 Birla Sun
Life Equity Fund - Dividend Payout — 5 Years — 5000 (Monthly) from Dec 2016 2 HDFC PRUDENCE FUND — MONTHLY DIVIDEND PAYOUT — 5 Years — 3000 (Monthly) from Dec 2016 3 Franklin India PRIMA FUND
GROWTH — 25 Years — 5000 (Monthly) from Dec 2016 — MID CAP
Aditya Birla Sun
Life Frontline
Equity Fund — Direct
Growth — 4000 Kotak Select Focus Fund Direct Plan —
Growth — 3000 SBI Blue Chip Fund — Direct Plan —
Growth — 4000 Franklin India Smaller Companies (Direct
Growth)-- 2000 Rs L & T Value fund Direct
Growth — 2000 Rs Franklin India Smaller Companies (Direct
Growth)-- 2000 Rs
Axis Long Term
Equity Fund — Direct
Growth - 2000 Birla Sun Life India GenNext Fund — Growth - Direct Plan - 6000 Birla Sun Life MIP II — Wealth 25 Plan — Growth - Direct Plan - 5000 Franklin India High Growth Companies Fund — Direct - GROWTH - 3000 Franklin India PRIMA PLUS — Direct - GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth - 2000 Birla Sun
Life India GenNext Fund —
Growth - Direct Plan - 6000 Birla Sun Life MIP II — Wealth 25 Plan — Growth - Direct Plan - 5000 Franklin India High Growth Companies Fund — Direct - GROWTH - 3000 Franklin India PRIMA PLUS — Direct - GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth - Direct Plan - 6000 Birla Sun
Life MIP II — Wealth 25 Plan —
Growth - Direct Plan - 5000 Franklin India High Growth Companies Fund — Direct - GROWTH - 3000 Franklin India PRIMA PLUS — Direct - GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth - Direct Plan - 5000 Franklin India High
Growth Companies Fund — Direct - GROWTH - 3000 Franklin India PRIMA PLUS — Direct - GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth Companies Fund — Direct -
GROWTH - 3000 Franklin India PRIMA PLUS — Direct - GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
GROWTH - 3000 Franklin India PRIMA PLUS — Direct -
GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
GROWTH - 3000 HDFC Balanced Fund — Direct Plan —
Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct -
Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND — DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth - 5000 RELIANCE
EQUITY OPPORTUNITIES FUND — DIRECT
GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
GROWTH PLAN
GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan —
Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth - 2000 SBI Emerging Businesses Fund — Direct Plan —
Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth - 10000 SBI Magnum Multicap Fund — Direct Plan —
Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth 2000 Tata Balanced Fund Direct Plan —
Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWT
Growth 5000 UTI - MNC FUND — DIRECT PLAN —
GROWTHGROWTH 3000
Birla Sun
Life Frontline
Equity Fund —
Growth
SBI Magnum MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip Fund — Gr — rs. 2000 Birla Sun
Life Frontline
Equity Fund — Gr — rs. 2000 Birla Sun
Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery Fund Gr — rs. 1000 UTI MNC Fund — Gr — rs500 Axis MidCap Fund — Gr - rs5500 Axis Long Term
Equity Fund — Gr — rs. 1000 Kotak Emerging
Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging
Equities —
Growth — rs1000 HDFC Mid Cap Opportunities Fund
Growth — rs1000 UTI - Transportation and Logistics Fund -
Growth — rs500 UTI - Transportation and Logistics Fund -
Growth — rs500 DSP BlackRock Micro Cap Fund — Gr — rs1000
SVB Financial Group engages in the provision of diversified financial services to emerging,
growth and established technology companies and the
life science, cleantech, venture capital, private
equity and premium wine markets.
DSP BR Micro-Cap Fund (G)(
Growth)-- 1000 Canara Robeco Emerging
Equities (G)(
Growth)-1000 Birla Sun
Life Frontline
Equity Fund (G)(
Growth)-3000 Mirae Asset Emerging Bluechip Fund (G)(
Growth)-- 1000 Tata Balanced Fund — Regular (G)(
Growth)-1500 ICICI Prudential Value Discovery Fund (G)-1000 ICICI Prudential Focused Bluechip
Equity Fund (G)-1000
Aditya Birla Sun
Life Tax Relief 96 Fund seeks long - term capital
growth and will invest approximately 80 per cent of its assets in
equity, while...
A flexible - premium universal
life insurance policy that provides for potential cash value
growth through an interest crediting linked to major market indexes, so you can participate in the upside potential of the
equities markets with built - in guaranteed downside protection.
Either remedy breathes new
life into these companies by providing cheaper sources of
equity capital and shifting the focus away from quarterly EPS to long - term
growth.
Sustainable development is not about just preserving the environment, it's an economic / — Agenda 21 Greatest Concern Freedom from Tyranny Global Warming & Social
Equity Strategic VisionProtect
Life - Liberty - Property / Recommendations for each of the following topics: o Population and Poverty o / for Sustainable Communities o Smart
Growth Network, Smartgrowth.org, etc. o Federal /
In considering the equitable distribution award, the appellate court first pointed out the distinction between the considerations in equitable distribution and the considerations for spousal support, that spousal support requires a consideration of the
equities between the parties and the standard of
living established during the marriage while equitable distribution is concerned with the acquisition,
growth and preservation of marital assets, citing Lightburn v. Lightburn, 22 Va..
A flexible - premium
life insurance policy that provides for potential cash value
growth through an interest crediting linked to major market indexes, which gives you the opportunity to participate in the upside potential of the
equities markets with built - in guaranteed downside protection.
This
life insurance plan provides a death benefit if you should die, as well as tax - deferred
growth of your account value,
growth linked to a formula based on changes in an
equity - index, flexible premium options, a variety of riders and waivers, and two death benefit options.
One type of policy that allows the policyholder the ability to take part in the potential
growth of the
equity market is variable
life insurance.
According to a report by Kotak Institutional
Equities,
life insurance companies in the private sector delivered 13 %
growth in individual APE during last month, leading to 18 %
growth year to date (YTD) over the past four months.
For the self - managed strategy, there are 8 fund options to choose from namely — Multi Cap Fund, India Consumption Fund, Large Cap
Equity Fund, Whole
Life Mid Cap
Equity Fund, Whole
Life Aggressive
Growth Fund, Whole
Life Stable
Growth Fund, Whole
Life Income Fund and Whole
Life Short - Term Fixed Income Fund
In the current environment of low interest and
equity growth, which will change in unpredictable fashion in the future, the ones giving the largest return in the latter years of a long lifetime (upper quartile of
life expectancy) appear to be: first, delaying Social Security as long as possible; second,
equities; third, longevity annuities like QLACs, especially purchased early; fourth, bonds.
Whole
life insurance offers a way to accumulate wealth as the premiums that are paid into the policy go towards both payment of the insurance portion as well as toward
equity growth in a savings - type of account.
Direct
Equity Exposure — 2.5 Lakhs (Shares of Asian Paints)
Life Insurance Term Plan HDFC
Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund
GROWTH — 2000 / month (10 year horizon)
The Index Universal
Life policy differs from other types of permanent policies in that its cash value
growth is based around the
equity index performance.
Under the Self - Managed Option, the policyholder manages his investments himself and he has a choice of 6 investment funds to choose from namely — Exide
Life Secure Fund, Exide
Life Preserver Fund, Exide
Life Growth Fund, Exide
Life Balanced Fund, Exide
Life Active Asset Allocation Fund and Exide
Life Prime
Equity Fund
Life Insurance Corporation of India, the largest Indian insurance provider, witnessed a 36 % year on year
growth of its investments in the
equity market.
Asset Class Fund Large Cap IDBI India Top 100
Equity Fund —
Growth Mid Cap Motilal Oswal M0st focused MidCap 30 Fund —
Growth Index IDBI Nifty Index Fund —
Growth MidTerm Corp Bond DHFL Pramerica Medium Term Income Fund GILT IDFC GSF — Provident Fund —
Growth Commodities Birla Sun
Life Gold Fund —
Growth ShortTerm Corp Bond Principal Short Term Income Fund —
Growth
So this plan offers death benefit in case of the
life insured's demise and it also gives you a good maturity benefit with the
growth in the
equities market.
According to India Brand
Equity Foundation, the
growth trajectory is slated to rise at a lightning speed over the next decade, with promising estimations of
life insurance policies crossing the $ 160 billion mark!
What differentiates an Indexed UL policy from other types of permanent
life insurance used for cash accumulation is that the
growth of the policy's cash value is based on the performance of an
equity index (usually the S&P 500), excluding dividends, collared by a cap and a floor — rather than based on a flat crediting rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «current assumption universal
life»), based on a flat dividend rate that is established by the insurance carrier and adjusted from time to time (a product referred to as «whole
life»), or based on the actual investment returns of specific
equity investments (a product referred to as «variable universal
life»).
Investors should never lose sight of the fact that real estate is an actively managed asset: a high - quality, well - managed property — which describes most properties owned by REITs, certainly including retail properties — is more likely to maintain strong occupancy and favorable NOI
growth than a property whose owners are merely waiting out the
life of their private
equity fund before selling.