Tata AIA ULIP Plans

TATA AIA Life ULIP plans are Unit Linked Insurance Plans that provide the perfect blend of insurance security and market-linked investment potential in one convenient package. You can choose from 7 TATA AIA Life ULIP plan options according to your financial needs.

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Best ULIP Plans
  • Guaranteed Tax Savings

    Guaranteed Tax Savings^

    Under sec 80C & 10(10D)
  • savings

    ₹1 Crore

    Invest ₹10k Per Month*
  • Zero LTCG Tax

    Zero LTCG Tax^

    Unlike 10% in Mutual Funds
In-built life cover

Top performing plans with High Returns*

Invest ₹10K/month & Get ₹1 Crore returns*

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58.9 Million
Registered Consumer
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Insurance Partners
26.4 Million
Policies Sold
Equity (Large, Mid Cap)
Balanced
Debt
Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Top 200 Fund
Fund Size: 1,772 Cr
1,772 Cr
157.01 -2.62%
27.3% Highest Returns
21.6%
19.47%
Get Details
Virtue II
Fund Size: 2,984 Cr
2,984 Cr
69.78 -1.71%
23.76% Highest Returns
19.2%
17.76%
Get Details
Pure Equity
Fund Size: 2,475 Cr
2,475 Cr
69.85 -1.31%
19.17% Highest Returns
15.58%
16.34%
Get Details
Super Select Equity Fund
Fund Size: 1,271 Cr
1,271 Cr
74.11 -1.36%
18.29% Highest Returns
14.76%
15.89%
Get Details
Growth Opportunities Plus Fund
Fund Size: 980 Cr
980 Cr
67.98 -0.77%
18.97% Highest Returns
16.09%
15.65%
Get Details
Pure Stock Fund
Fund Size: 6,541 Cr
6,541 Cr
143.91 -1.46%
18.39% Highest Returns
15.15%
15.52%
Get Details
Large Cap Equity Fund
Fund Size: 2,593 Cr
2,593 Cr
66.31 -0.50%
20.36% Highest Returns
17.55%
15.21%
Get Details
Frontline Equity Fund
Fund Size: 3,438 Cr
3,438 Cr
62.47 -0.98%
18.48% Highest Returns
15.3%
14.97%
Get Details
Grow Money Plus Fund
Fund Size: 433 Cr
433 Cr
64.11 -0.73%
17.68% Highest Returns
15.6%
14.91%
Get Details
Whole Life Aggressive Growth Fund
Fund Size: 773 Cr
773 Cr
80.68 -1.00%
17.42% Highest Returns
15.16%
14.61%
Get Details
Build India Fund
Fund Size: 40 Cr
40 Cr
57.38 -0.62%
16.51% Highest Returns
14.69%
14.37%
Get Details
Equity Top 250 Fund
Fund Size: 565 Cr
565 Cr
55.97 -0.73%
16.28% Highest Returns
13.17%
14.06%
Get Details
Accelerator Fund
Fund Size: 231 Cr
231 Cr
44.77 -0.77%
18.71% Highest Returns
15.36%
13.78%
Get Details
Top 50 Fund
Fund Size: 281 Cr
281 Cr
86.86 -0.74%
17.48% Highest Returns
15.44%
13.7%
Get Details
Equity Growth Fund II
Fund Size: 4,823 Cr
4,823 Cr
67.62 -0.55%
15.24% Highest Returns
13.42%
13.49%
Get Details
Future Apex Fund
Fund Size: 89 Cr
89 Cr
51.27 -0.89%
17.76% Highest Returns
14.78%
13.37%
Get Details
Blue Chip Fund
Fund Size: 8,793 Cr
8,793 Cr
47.03 -0.47%
14.83% Highest Returns
13.33%
12.85%
Get Details
Growth Super Fund
Fund Size: 13,855 Cr
13,855 Cr
74.81 -0.87%
15.26% Highest Returns
13.89%
12.72%
Get Details
Maximiser
Fund Size: 2,938 Cr
2,938 Cr
62.59 -0.70%
15.52% Highest Returns
13.7%
12.71%
Get Details
Multi Cap Growth Fund
Fund Size: 19,262 Cr
19,262 Cr
49.68 -0.51%
13.98% Highest Returns
10.89%
12.51%
Get Details
Equity Fund
Fund Size: 67,910 Cr
67,910 Cr
187.79 -1.74%
14.91% Highest Returns
13.02%
12.42%
Get Details
Equity Large Cap Fund
Fund Size: 496 Cr
496 Cr
52.44 -0.44%
13.91% Highest Returns
11.88%
12.22%
Get Details
Enhancer Fund-II
Fund Size: 935 Cr
935 Cr
51.97 -0.49%
14.59% Highest Returns
13.03%
12.16%
Get Details
Bluechip Equity Fund
Fund Size: 1,072 Cr
1,072 Cr
41.71 -0.32%
16.35% Highest Returns
14.22%
12.16%
Get Details
Super 20
Fund Size: 1,972 Cr
1,972 Cr
59.84 -0.52%
14.62% Highest Returns
13.67%
12.02%
Get Details
Future Opportunity Fund
Fund Size: 72 Cr
72 Cr
39.44 -0.66%
16.32% Highest Returns
13.53%
11.99%
Get Details
Bluechip Fund
Fund Size: 4,457 Cr
4,457 Cr
42.5 -0.32%
14.16% Highest Returns
12.37%
11.94%
Get Details
Magnifier
Fund Size: 1,275 Cr
1,275 Cr
114.67 -1.19%
13.92% Highest Returns
12.36%
11.89%
Get Details
Maximiser Fund V
Fund Size: 56,434 Cr
56,434 Cr
49.98 -0.42%
14.86% Highest Returns
12.46%
11.71%
Get Details
Value & Momentum
Fund Size: 671 Cr
671 Cr
45.19 -0.99%
16.1% Highest Returns
10.16%
11.28%
Get Details
Future Maximize Fund
Fund Size: 92 Cr
92 Cr
50.2 -0.68%
14.47% Highest Returns
12.14%
11.09%
Get Details
Growth Plus Fund
Fund Size: 558 Cr
558 Cr
33.81 -0.33%
12.27% Highest Returns
10.53%
10.7%
Get Details
Equity II Fund
Fund Size: 3,467 Cr
3,467 Cr
38.45 -0.37%
12.53% Highest Returns
10.8%
10.59%
Get Details
Blue-Chip Equity Fund
Fund Size: 1,113 Cr
1,113 Cr
32.66 -0.26%
12.2% Highest Returns
11.51%
10.14%
Get Details
Growth Fund
Fund Size: 8,660 Cr
8,660 Cr
100 -0.41%
11.1% Highest Returns
9.89%
9.65%
Get Details
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Stable Growth Fund
Fund Size: 247 Cr
247 Cr
55.68 -0.44%
13.92% Highest Returns
12.18%
11.99%
Get Details
Balanced Fund
Fund Size: 352 Cr
352 Cr
44.11 -0.43%
12.56% Highest Returns
11.04%
11.38%
Get Details
Save N Grow Money Fund
Fund Size: 68 Cr
68 Cr
55.42 -0.32%
10.61% Highest Returns
10.3%
10.36%
Get Details
Creator
Fund Size: 526 Cr
526 Cr
93.97 -0.61%
10.72% Highest Returns
9.99%
10.34%
Get Details
Balancer II
Fund Size: 837 Cr
837 Cr
36.59 -0.38%
11.81% Highest Returns
10.43%
10.23%
Get Details
Stable Fund
Fund Size: 22 Cr
22 Cr
32.87 -0.26%
11.89% Highest Returns
10.9%
10.17%
Get Details
Multi Cap Balanced Fund
Fund Size: 2,114 Cr
2,114 Cr
38.85 -0.25%
10.71% Highest Returns
9.07%
10.03%
Get Details
Managed Fund
Fund Size: 39 Cr
39 Cr
35.34 -0.16%
9.95%
8.75%
9.96% Highest Returns
Get Details
Balanced Plus Fund
Fund Size: 2,117 Cr
2,117 Cr
30.1 -0.20%
10.04% Highest Returns
8.87%
9.11%
Get Details
Balanced Fund-II
Fund Size: 144 Cr
144 Cr
33.46 -0.18%
9.57% Highest Returns
8.55%
8.88%
Get Details
Future Balance Fund
Fund Size: 70 Cr
70 Cr
36.77 -0.36%
10.11% Highest Returns
9.06%
8.87%
Get Details
Enhancer
Fund Size: 5,953 Cr
5,953 Cr
99.52 -0.39%
8.44%
7.97%
8.54% Highest Returns
Get Details
Cautious Asset Allocator Fund
Fund Size: 33 Cr
33 Cr
31.88 -0.07%
6.41%
6.29%
7.21% Highest Returns
Get Details
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Pure Fund
Fund Size: 494 Cr
494 Cr
48.34 -0.81%
17.28% Highest Returns
13.44%
15.3%
Get Details
Builder
Fund Size: 242 Cr
242 Cr
85.73 -0.29%
7.91%
7.8%
8.81% Highest Returns
Get Details
Whole Life Income Fund
Fund Size: 786 Cr
786 Cr
36.83 -0.04%
6.88%
7.04%
8.1% Highest Returns
Get Details
Protector
Fund Size: 302 Cr
302 Cr
61.74 -0.17%
6.8%
6.84%
7.79% Highest Returns
Get Details
Debt Fund
Fund Size: 465 Cr
465 Cr
34.91 -0.06%
6.93%
6.87%
7.78% Highest Returns
Get Details
Dynamic Gilt Fund
Fund Size: 198 Cr
198 Cr
43.4 -0.08%
6.07%
6.49%
7.77% Highest Returns
Get Details
Income Advantage
Fund Size: 825 Cr
825 Cr
38.25 -0.08%
6.78%
6.9%
7.76% Highest Returns
Get Details
Conservative Fund
Fund Size: 239 Cr
239 Cr
52.82 -0.12%
7.43%
6.86%
7.73% Highest Returns
Get Details
Secure Plus Fund
Fund Size: 337 Cr
337 Cr
30.55 -0.04%
6.82%
6.61%
7.69% Highest Returns
Get Details
Steady Money Fund
Fund Size: 76 Cr
76 Cr
37.12 -0.05%
6.22%
6.36%
7.59% Highest Returns
Get Details
Dynamic Bond Fund
Fund Size: 1,407 Cr
1,407 Cr
46.88 -0.07%
6.2%
6.39%
7.55% Highest Returns
Get Details
Bond Fund
Fund Size: 111 Cr
111 Cr
26.64 -0.03%
6.98%
6.55%
7.5% Highest Returns
Get Details
Income Fund
Fund Size: 8,794 Cr
8,794 Cr
29.47 -0.04%
6.02%
6.29%
7.42% Highest Returns
Get Details
Secure Fund
Fund Size: 1,016 Cr
1,016 Cr
42.42 -0.06%
6.58%
6.17%
7.36% Highest Returns
Get Details
Preserver II
Fund Size: 78 Cr
78 Cr
26.82 -0.04%
6.21%
6.03%
6.97% Highest Returns
Get Details
Assure
Fund Size: 276 Cr
276 Cr
42.65 -0.04%
6.05%
6.4%
6.92% Highest Returns
Get Details
Protector II
Fund Size: 762 Cr
762 Cr
27.32 -0.04%
5.92%
5.62%
6.76% Highest Returns
Get Details
Whole Life Short-Term Fixed Income Fund
Fund Size: 230 Cr
230 Cr
32.4 -0.02%
5.71%
6.06%
6.71% Highest Returns
Get Details
Future Income Fund
Fund Size: 81 Cr
81 Cr
34.1 -0.05%
5.19%
5.35%
6.66% Highest Returns
Get Details
Money Market Fund
Fund Size: 390 Cr
390 Cr
32.63 -0.01%
5.11%
5.53%
6.33% Highest Returns
Get Details
Liquid Plus
Fund Size: 267 Cr
267 Cr
21.54 0.00%
5%
5.5%
6.12% Highest Returns
Get Details
Dynamic Floating Rate Fund
Fund Size: 20 Cr
20 Cr
35.6 -0.01%
4.83%
5.15%
5.99% Highest Returns
Get Details
Bond Fund-II
Fund Size: 68 Cr
68 Cr
25.49 -0.03%
5.06%
4.39%
5.99% Highest Returns
Get Details
Liquid Fund
Fund Size: 74 Cr
74 Cr
74.2 -0.01%
4.41%
4.75%
5.5% Highest Returns
Get Details
Safe Money Fund
Fund Size: 61 Cr
61 Cr
23.21 -0.01%
4.07%
4.46%
5.22% Highest Returns
Get Details
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Best ULIP Funds - Consider the best performing ULIP funds to invest in 2024 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Data source : value research

Returns as on 20-07-2024. The returns are the returns of best-performing fund in the plan

Investment Return Calculator (Power of Compounding)
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Expected rate of return (in %)

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Types of ULIP Plans Offered by Tata AIA Life Insurance

  1. Tata AIA Life Capital Guarantee Solution

    Tata AIA Capital Guarantee Solution is an offering that combines Tata AIA Life Insurance Smart Income Plus (Non-Linked, Non-Participating, Individual Life Insurance Savings Plan) with Tata AIA Life Insurance Fortune Pro (Unit Linked, Individual Life Insurance Savings plan) / Tata AIA Life Insurance Wealth Pro (Unit Linked, Individual Life Insurance Savings plan).

    This solution enables you to establish a thorough financial safety net for your loved ones and your wealth-building goals. Ensure the protection of the entire premium amount paid with guaranteed coverage, and experience market-linked returns upon maturity, all while safeguarding your family members with a life cover.

    Key Features and Benefits of the Plan:

    • Guaranteed Protection: Ensure the safety of all paid premiums with guaranteed returns.

    • Market-Linked Returns: Build long-term wealth through market-linked returns by investing in chosen investment funds.

    • Life Cover: Provide financial security for your family with an increasing life cover in case of unfortunate events.

    • Flexible Death Benefit Payout: Choose between a lump sum, regular income, or a combination for the death benefit payout.

    • Flexibility in Guaranteed Amount: Select 80%, 90%, or 100% of the guaranteed amount based on your annual premium.

    • Limited Payment Term: Pay premiums for 7 or 10 years with policy terms of 15 or 21 years, respectively.

    • Easy Liquidity: Make partial withdrawals after a 5-year lock-in period for increased financial flexibility.

    • Multiple Fund Options: Choose from a variety of top-rated funds for investment.

    • Tax Benefits: Enjoy income tax benefits in accordance with applicable income tax laws.

  2. Tata AIA Life Smart Sampoorna Raksha

    Tata AIA Life Smart Sampoorna Raksha is a comprehensive investment plan designed to meet your long-term goals, including funding a child's education, planning for retirement, and building wealth. This plan serves as a protective and savings solution, ensuring the security of your life goals through an appropriate life cover.
    Key Features of the Plan: 

    • This is an individual life insurance plan that is both unit-linked and non-participating.

    • Tata AIA's investment plan provides flexibility with a choice of 11 funds based on your risk preference, ranging from fixed-income to equity-oriented.

    • Safeguard your life objectives with a death benefit payout in case of untimely demise during the policy term.

    • Receive a refund of twice the mortality charges starting from the 11th year of the policy.

    • Get a refund of twice the premium allocation charges in the 10th, 11th, and 12th years of the policy.

    • Choose between regular or limited premium payment options of 5, 10, or 12 years under this term insurance plan.

    • Enjoy tax benefits as per the provisions of the Income Tax Laws.

  3. Tata AIA Life Fortune Pro

    Tata AIA Fortune Pro is a linked unit non participating investment plan, offering increased authority over your financial destiny. This plan empowers you to ensure a stable financial future, allowing you to achieve long-term objectives like buying a home or creating a lasting legacy for your children.

    Key Features of this Plan:

    • Flexible-Premium Option:

      • Choose from various policy terms and premium payment tenures.

      • Select your preferred premium payment mode to align with your financial goals.

    • Optional Riders:

      • Opt for optional rider benefits to enhance coverage.

      • Safeguard your family from unforeseen events or enjoy premium discounts when needed.

    • Planned Investment:

      • Align your investment portfolio with Tata AIA Life Insurance Enhanced Smart Portfolio Strategy.

      • Utilise a systematic transfer plan for structured growth in a volatile equity market.

    • Tax Benefits:

      • Premiums paid are eligible for tax deduction under Section 80C of the Income Tax Act.

      • Death benefits and maturity benefits are tax-free under Section 10(10D) of the Income Tax Act, as per policy terms and conditions.

    People also read: What is ULIP

  4. Tata AIA Life Insurance Fortune Maxima

    Tata AIA Life Insurance Fortune Maxima is a Non-participating, Unit Linked Individual, Whole of Life Insurance Savings Plan. It is a suitable option for individuals seeking wealth accumulation through market-linked investments while securing their family's future with life insurance coverage throughout their lifetime.

    Key features of Fortune Maxima:

    • Whole life insurance cover: Protection till 100 years of age.

    • Market-linked returns: Invest in chosen funds for potential wealth growth.

    • Choice of investment options: Debt, equity, and balanced funds to suit your risk appetite.

    • Flexible premium payment terms: Single pay, limited pay, or regular premium options.

    • Loyalty additions: Receive additional units in your chosen funds from the 11th policy year onwards.

    • Optional riders: Enhance your coverage with additional benefits like waiver of premium, critical illness cover, and accidental death benefit.

    • Tax benefits: Premiums paid and maturity proceeds may qualify for income tax benefits under applicable laws.

  5. Tata AIA Life Pro - Fit Solution

    Tata AIA Pro-Fit Solution is a unit-linked insurance plan (ULIP) that combines health cover, wellness benefits, life cover, and wealth creation through market-linked investments. It essentially provides a comprehensive package for both your health and financial needs.

    Key Features of this Plan:

    • Health Cover:

      • Hospitalisation benefit: Pays a fixed amount for hospitalisation due to illness or injury, with no deductibles.

      • Critical illness benefit: Provides a lump sum payment if diagnosed with a critical illness covered under the plan.

      • Daycare procedures benefit: Covers expenses for specific day care procedures.

      • Ambulance benefit: Reimburse ambulance expenses up to a certain limit.

    • Wellness Benefits:

      • Preventive health checkups: This covers the cost of preventive health checkups at regular intervals.

      • Vaccination benefit: Reimburses expenses for vaccinations recommended by the Indian Academy of Pediatrics or the Ministry of Health.

      • Health education programs: Provides access to health education programs and resources.

    • Life Cover:

      • Life insurance: Offers a death benefit to your beneficiaries in case of your unfortunate demise.

      • Accidental death benefit (optional rider): Provides an additional payout in case of accidental death.

    • Wealth Creation:

      • Investment in unit-linked funds: A portion of your premium is invested in your chosen unit-linked funds, offering potential market-linked returns for wealth accumulation over the long term.

      • Choice of investment options: Choose from various debt, equity, and balanced funds to suit your risk appetite and financial goals.

      • Loyalty additions: Receive additional units in your chosen funds from the 5th policy year onwards.

    People also read: Tata AIA Midcap Momentum Index Fund

  6. Tata AIA Life Insurance InvestOne

    Tata AIA Life Insurance InvestOne is a non-participating unit-linked insurance plan (ULIP) that focuses on maximizing returns through market-linked investments while also providing life insurance coverage. 

    Key Features of this Plan:

    • Market-linked investment:

      • Choice of 8 funds: Invest your premium in various equity, debt, and balanced funds based on your risk tolerance and financial goals.

      • 2 investment portfolio strategies: Opt for Dynamic Asset Allocation (automatic adjustments based on market conditions) or choose your preferred fund allocation.

    • Life insurance cover:

      • Provides a death benefit to your beneficiaries in case of your unfortunate demise.

      • The sum assured amount chosen at policy inception determines the death benefit.

    • Additional benefits:

      • Guaranteed Maturity Addition: Receive a guaranteed bonus on top of your maturity benefit to boost your corpus.

      • Loyalty Additions: Get additional units in your chosen funds from the 6th policy year onwards.

      • Premium Allocation Charges: Lower than typical ULIPs, ensuring more of your premium gets invested.

      • Flexible policy term: Choose a term between 5 and 25 years based on your needs.

      • Tax benefits: Premiums paid and maturity proceeds may qualify for income tax benefits under applicable laws.

    People also read: ULIP Calculator

  7. Tata AIA Life Insurance Super Achiever

    Tata AIA Life Insurance Super Achiever is a non-participating unit-linked child endowment plan. This means it combines features of both life insurance for your child and market-linked investments for future financial goals.

    Key Features of this Plan:

    • Provides a death benefit to your child's nominated beneficiary in case of your unfortunate demise during the policy term.

    • A portion of your premium gets invested in your chosen unit-linked funds, offering potential market-linked returns for wealth accumulation over the child's lifetime.

    • You can choose from 8 different fund options ranging from 100% debt to 100% equity to suit your risk appetite and financial goals.

    • Investment risk lies with the policyholder, unlike participating plans.

    • Receive a guaranteed bonus on top of your maturity benefit to boost your child's corpus.

    • Increase your investment and potential returns by making additional payments over the policy term.

    • Choose a term between 10 and 20 years based on your child's needs and goals.

    • Premiums paid and maturity proceeds may qualify for income tax benefits under applicable laws.

Conclusion

Tata AIA ULIP plans offer a dual benefit: life insurance protection and the potential for market-linked investment growth. They are a good option if you seek protection and growth, but thorough research and financial advice are crucial.

People also read: Tata Life Flexi Growth Fund

Tata AIA ULIP Plans - FAQ

  • What are the benefits of investing in Tata AIA ULIP Plans?

    • Dual benefit: Get life insurance protection and the potential for market-linked returns.

    • Tax benefits: Premiums paid qualify for tax deductions under Section 80C of the Income Tax Act, 1961.

    • Investment flexibility: Choose from a variety of fund options to match your risk appetite and investment goals.

    • Partial withdrawals: Access a portion of your investment after a lock-in period.

    • Maturity benefit: Receive a lump sum amount at the end of the policy term.

  • How do I choose the right Tata AIA ULIP Plan?

    Choosing the right ULIP plan depends on your individual needs and risk appetite. Consider your investment goals, risk tolerance, premium payment budget, and desired life cover. It's recommended to consult a financial advisor for personalised advice.
  • Can I get tax benefits on my ULIP investment?

    Yes, premiums qualify for deductions under Section 80C and 10(10D) of the Income Tax Act.
  • How to pay premium? What are the modes of payment available?

    TATA AIA life Insurance offers 5 modes of premium payment namely;
    • Online Payment
    • DropBoxes
    • Auto debit
    • Cash/Cheque collection center
    • Payment Collection Center.

    For online payment mode, the policyholder can pay via;

    • NEFT transfer
    • Activating auto debit facility in the bank account
    • Quick pay via ICICI portal
    • Internet Mobile Payment Service

    Alternatively, the policyholder can pay in cash or drop cheque at any of the payment collection centers or dropboxes mentioned on the TATA AIA website.

  • How can I check policy status for Tata AIA ULIP Plans?

    If you are a registered user, directly log into TATA AIA website with relevant username and password. You would be directed to the homepage of your policy account. Now simply click the tab “Check Policy Details” to check the status of your policy and other relevant details. For new policyholders they must register on the website and proceed with the same steps.
  • What is the policy renewal process for Tata AIA ULIP Plans?

    TATA AIA offers the policyholders a chance to renew their policy online. Simply log into the portal and follow the link that leads to secured payment process. You can renew your policy by using debit, credit card, or net banking option. Opt for Auto Renewal, when you initially sign up for the policy to save efforts and time. If you did not then you can do now by contacting customer helpdesk at the same toll free number.
  • What is the company’s process to settle claim for Tata AIA ULIP Plans?

    Company offers a transparent claim process. The policyholder can register claims by submitting their request at the customer care helpdesk . Upon receiving complete documents, the claim is settled within 7 working days. There are dedicated offices at certain locations to directly file the claims.
  • What is the policy cancellation process for Tata AIA ULIP Plans?

    The policyholders must attach the relevant policy documents along with a filled surrender form at any of the branch locations in their city. Upon receiving the correct documents, the deposited amount is credited into the policyholder’s bank account as per the company’s records, and the policy is cancelled.

*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
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ?2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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