Grow Your Wealth!
Best ULIP Funds - Consider the best performing ULIP funds to invest in 2023 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories
Hybrid or Balanced ULIP funds, as the name suggests itself, are funds that are balanced as they offer the benefit of both equity as well as debt funds. Hybrid funds hold a blend of stocks and bonds and hence, provide a balanced risk reward and maximum returns on investments. Hybrid funds are equity oriented and hold around 40% to 60% in the portfolio.
Guaranteed Tax Savings
Under sec 80C & 10(10D)₹1 Crore
Invest ₹10k Per Month*Zero LTCG Tax
Unlike 10% in Mutual FundsTop performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
---|---|---|---|---|---|---|
![]() Top 200 Fund
Fund Size: 1,259 Cr
|
1,259 Cr |
130.92 -0.08% |
24.81% Highest Returns |
21.74% |
20.25% |
Get Details |
![]() Virtue II
Fund Size: 2,155 Cr
|
2,155 Cr |
55.06 -0.10% |
19.25% Highest Returns |
18.11% |
17.26% |
Get Details |
![]() Pure Equity
Fund Size: 1,804 Cr
|
1,804 Cr |
57.44 0.05% |
15.93% |
15.32% |
16.8% Highest Returns |
Get Details |
![]() Super Select Equity Fund
Fund Size: 1,129 Cr
|
1,129 Cr |
63.4 0.03% |
15.56% |
15.97% |
16.78% Highest Returns |
Get Details |
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
---|---|---|---|---|---|---|
![]() Whole Life Mid Cap Equity Fund
Fund Size: 10,158 Cr
|
10,158 Cr |
112.98 -0.23% |
20.95% |
18.38% |
21.46% Highest Returns |
Get Details |
![]() Multiplier
Fund Size: 3,446 Cr
|
3,446 Cr |
73.07 -0.09% |
17.1% |
15.82% |
19.88% Highest Returns |
Get Details |
![]() Midcap Fund
Fund Size: 1,038 Cr
|
1,038 Cr |
68.14 -0.01% |
18.46% |
16.1% |
19.85% Highest Returns |
Get Details |
![]() Opportunities Fund
Fund Size: 31,393 Cr
|
31,393 Cr |
57.85 0.06% |
16.37% |
14.93% |
18.59% Highest Returns |
Get Details |
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
---|---|---|---|---|---|---|
![]() Whole Life Stable Growth Fund
Fund Size: 210 Cr
|
210 Cr |
50.47 0.01% |
13.39% Highest Returns |
12.14% |
12.58% |
Get Details |
![]() Balanced Fund
Fund Size: 1,474 Cr
|
1,474 Cr |
15.17 0.00% |
- |
- |
11.85% Highest Returns |
Get Details |
![]() Creator
Fund Size: 500 Cr
|
500 Cr |
84.37 0.12% |
10.2% |
9.82% |
10.92% Highest Returns |
Get Details |
![]() Multi Cap Balanced Fund
Fund Size: 2,037 Cr
|
2,037 Cr |
34.46 0.02% |
9.56% |
9.01% |
10.59% Highest Returns |
Get Details |
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
---|---|---|---|---|---|---|
![]() Pure Fund
Fund Size: 411 Cr
|
411 Cr |
39.2 0.04% |
13.87% |
13.62% |
15.31% Highest Returns |
Get Details |
![]() Builder
Fund Size: 242 Cr
|
242 Cr |
79.8 0.09% |
8.11% |
7.45% |
9.18% Highest Returns |
Get Details |
![]() Secured Fund
Fund Size: 532 Cr
|
532 Cr |
13.81 0.00% |
9.05% Highest Returns |
9.05% Highest Returns |
9.05% Highest Returns |
Get Details |
![]() Whole Life Income Fund
Fund Size: 776 Cr
|
776 Cr |
34.92 0.05% |
7.31% |
6.39% |
8.3% Highest Returns |
Get Details |
Best ULIP Funds - Consider the best performing ULIP funds to invest in 2023 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories
Hybrid or Balanced funds are the best combination of decent income, capital appreciation, and low risk-taking investment options. Here is a piece of detailed information about the best Hybrid funds (ULIP) available in the financial market these days.
Here is a list of top hybrid funds in the financial market.
Fund Name | Fund Size | NAV | 5 Year | 7 Year | 10 Year |
TATA AIA Life Insurance Whole Life Stable Growth Fund | Rs. 168 Crore | 39.92% | 9.70% | 10.18% | 11.43% |
Kotak Life Balanced Fund | Rs. 271 Crore | 30.80% | 7.59% | 9.44% | 10.81% |
Bharti AXA Life Save N Grow Money Fund | Rs. 71 Crore | 41.80% | 8.22% | 9.42% | 10.60% |
Aditya Birla Sun Life Individual Capital Creator Fund | Rs. 521 Crore | 70.70% | 7.69% | 11.23% | 10.32% |
Canara HSBC Oriental Bank of Commerce Life Unit Linked Growth Plus Fund | Rs. 525 Crore | 22.98% | 6.45% | 7.73% | 10.28% |
ICICI Prudential Multi Cap Balanced Fund | Rs. 2,282 Crore | 28.09% | 5.67% | 7.09% | 10.14% |
Edelweiss Tokio Life Managed Fund | Rs. 43 Crore | 27.51% | 6.78% | 9.76% | 10.12% |
PNB Met Life Balancer Fund II | Rs. 577 Crore | 26.13% | 7.22% | 7.99% | 9.47% |
Aegon Life Stable Fund | Rs. 22 Crore | 22.60% | 7.09% | 7.57% | 9.16% |
Canara HSBC Oriental Bank of Commerce Life Unit Linked Balanced Plus Fund | Rs. 2,298 Crore | 22.61% | 6.22% | 7.17% | 8.98% |
Following are the main highlights of the TATA AIA Life Insurance Whole Life Stable Growth Fund:
The date of inception of this fund is 3rd July 2006.
Total fund size id Rs. 168 crores approximately.
The Net Value Asset (NAV) stands at 39.92% currently.
The fund falls under the category of India Insurance Balanced Allocation.
The number of equity holdings is 10, bond holdings are 15, whereas other holdings are 3.
The top 10 holding is 48%.
5 year returns are 9.70%, 7 years is 10.18%, whereas 10 year returns under the fund are 11.43%.
Following are the main highlights of the Bharti AXA Life Save N Grow Money Fund:
The date of inception of this fund is 21st August 2006.
Total fund size id Rs. 71 crores approximately.
The Net Value Asset (NAV) stands at 41.80% currently.
The fund falls under the category of India Insurance Balanced Allocation.
The number of equity holdings is 64, bond holdings are 25, whereas other holdings are 6.
The top 10 holding is 41%.
5 year returns are 8.22%, 7 years is 9.42%, whereas 10 year returns under the fund are 10.60%.
Following are the main highlights of the Aditya Birla Sun Life Individual Capital Creator Fund:
The date of inception of this fund is 23rd February 2004.
Total fund size id Rs. 521 crores approximately.
The Net Value Asset (NAV) stands at 70.70% currently.
The fund falls under the category of India Insurance Balanced Allocation.
The number of equity holdings is 73, bond holdings are 33, whereas other holdings are 3.
The top 10 holding is 36%.
5 year returns are 7.69%, 7 years is 11.23%, whereas 10 year returns under the fund are 10.32%.
Following are the main highlights of the Canara HSBC Oriental Bank of Commerce Life Unit Linked Growth Plus Fund:
The date of inception of this fund is 13th September 2010.
Total fund size id Rs. 525 crores approximately.
The Net Value Asset (NAV) stands at 22.98% currently.
The fund falls under the category of India Insurance Aggressive Allocation.
The number of equity holdings is 60, bond holdings are 26, whereas other holdings are 4.
The top 10 holding is 37%.
5 year returns are 6.45%, 7 years is 7.73%, whereas 10 year returns under the fund are 10.08%.
Following are the main highlights of the Edelweiss Tokio Life Managed Fund:
The date of inception of this fund is 3rd August 2011.
Total fund size id Rs. 43 crores approximately.
The Net Value Asset (NAV) stands at 27.51% currently.
The fund falls under the category of India Insurance Balanced Allocation.
The number of equity holdings is 29, bond holdings are 20, whereas other holdings are 11.
The top 10 holding is 52%.
5 year returns are 6.78%, 7 years is 9.76%, whereas 10 year returns under the fund are 10.12%.
Following are the main highlights of the PNB Met Life Balancer Fund II:
The date of inception of this fund is 21st December 2009.
Total fund size id Rs. 577 crores approximately.
The Net Value Asset (NAV) stands at 26.13% currently.
The fund falls under the category of India Insurance Balanced Allocation.
The number of equity holdings is 88, bond holdings are 28, whereas other holdings are 9.
The top 10 holding is 34%.
5 year returns are 7.22%, 7 years is 7.99%, whereas 10 year returns under the fund are 9.47%.
Following are the main highlights of the Aegon Life Stable Fund:
The date of inception of this fund is 14th September 2010.
Total fund size id Rs. 22 crores approximately.
The Net Value Asset (NAV) stands at 22.60% currently.
The fund falls under the category of India Insurance Aggressive Allocation.
The number of equity holdings is 52, bond holdings are 11, whereas other holdings are 2.
The top 10 holding is 54%.
5 year returns are 7.09%, 7 years is 7.57%, whereas 10 year returns under the fund are 9.16%.
Following are the main highlights of the Canara HSBC Oriental Bank of Commerce Life Unit Linked Balanced Plus Fund:
The date of inception of this fund is 13th September 2010.
Total fund size id Rs. 2,298 crores approximately.
The Net Value Asset (NAV) stands at 22.61% currently.
The fund falls under the category of India Insurance Balanced Allocation.
The number of equity holdings is 60, bond holdings are 58, whereas other holdings are 7.
The top 10 holding is 28%.
5 year returns are 6.22%, 7 years is 7.17%, whereas 10 year returns under the fund are 8.98%.
Hybrid or Balanced funds are investment schemes that offer maximum investment returns along with protecting the investor from various market risks. These funds are ideal for the investors who are willing to get the best of both worlds, that is, decent capital appreciation and minimal risks. However, it is advisable for all the investors to understand the financial market before putting their hard-earned money in any kind of fund.
Happy investing!
*All savings are provided by the insurer as per the IRDAI approved insurance
plan. Standard T&C Apply
Tax benefit is subject to changes in tax laws
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
Aditya Birla Sun Life ULIP Plans
Aegon Life ULIP Plans
Aviva ULIP Plans
Bajaj Allianz ULIP Plans
Bharti AXA Life ULIP Plans
Canara HSBC ULIP Plans
Edelweiss Tokio Life ULIP Plans
Future Generali ULIP Plans
HDFC Life ULIP Plans
ICICI Prudential ULIP Plans
IDBI Federal ULIP Plans
IndiaFirst ULIP Plans
Kotak Life ULIP Plans
Max Life ULIP Plans
PNB MetLife ULIP Plans
Pramerica Life ULIP Plans
Reliance Life ULIP Plans
Sahara Life ULIP Plans
SBI Life ULIP Plans
Shriram Life ULIP Plans
Star Union ULIP Plans
Tata AIA ULIP Plans