ULIP Fund Returns
- DetailsWritten by PolicyBazaar -
- Hits : 66769 -
Updated date : 20 April 2020
ULIP or Unit Linked Insurance plan provides a combined benefit of investment and life cover. According to the investors financial goal, time horizon and risk tolerance, he/she can choose from a wide range of fund options available under ULIPs of various insurance companies.
ULIP funds are basically the invested portion of premiums after the deduction of all the charges and premium for life coverage. The fund options are particularly chosen by policyholder under all unit-linked plans. Keeping an eye on the market scenario, we have listed below the top ULIP funds that you can invest in 2020.
As a lucrative option of investment ULIP plan offers a wide range of fund options to invest in. Investors can choose to invest in these funds as per their risk appetite and financial objectives. However, it is important to keep in mind that ULIP fund returns entirely depend on the market performance of the fund. Let’s take a look at the top performing ULIP funds and its return.
These ULIP funds have given the highest returns in their categories.
|3 years||5 years|
|TATA AIA Life Super Select Equity Fund||15.29%||22.58%|
|Bajaj Allianz Life Equity Mid-Cap Pension Fund||16.13%||26.19%|
|TATA AIA Life Future Select Equity Fund||15.46%||22.44%|
|Birla Sun Life Individual Multiplier Fund||20.78%||26.55%|
|TATA AIA Whole Life Mid-Cap Equity Fund||16.13%||26.85%|
|Edelweiss Tokio Life Managed Equity Fund||8.53%||12.54%|
|LIC Life Market Plus Secure Fund||10.22%||12.40%|
|Bajaj Allianz Life Group Stable Gain Fund||8.27%||11.61%|
|Kotak Superannuation Group Bond Fund||8.30%||8.70%|
|Exide One Life Debt Fund||7.90%||8.60%|
|Canara HSBC Unit Linked Endowment Debt Fund||7.50%||8.10%|
|HDFC Unit Linked Endowment Plus Secured Managed Fund||7.40%||8.10%|
|Exide Flexi life Plus Debt Fund||7.90%||8.60%|
|Bharti AXA Guarantee Builder Steady Money Fund||7.20%||8.10%|
|Aegon Life Assure Plus Debt Fund||7.00%||7.70%|
Wrapping It Up!
Investment requires strategy and the way you strategize your investment determines the rate of return you are likely to get in future. So, while planning for market-linked investment, it is necessary to time the market properly. A ULIP is a great investment instrument as it provides life cover and offers income tax benefits as well. ULIPs offer various fund options ranging from equities to bond. Depending on your risk profile, and also based on your market research, you need to plan out an investment strategy.
The funds mentioned above have shown steady and high return rate in the past few years. So, if you want to create huge wealth for future and willing to take risks for that, you must consider the above-mentioned funds as best investment option.
- Most Read
- ULIP vs SIP
Date: 22 January 2020
- How Secure is it to Invest in a ULIP Policy?
Date: 08 January 2020
- Tips to Get Better Returns with Your ULIPs Investment Plan
Date: 23 December 2019
- ULIP vs ELSS
Date: 28 November 2019
- How to Choose the Best ULIP Plan in India?
Date: 14 November 2019
- ULIP Fund Returns
Views : 66769
- ULIP Calculator
Views : 60764
- SBI Life Smart Privilege Plan - All You Need to Know About Benefits & Features
Views : 58857
- 11 ULIP Charges You Should Know About
Views : 23811
- Everything You Need to Know about LIC Market Plus Plan
Views : 21967
- Income Tax Calculator
- Other Calculators
- Pension Calculator
- Savings Calculator
- Save Regularly
- Actual Savings
- Health Insurance Premium Calculator
- Car Insurance Calculator
- Bike Insurance Calculator
- SIP Calculator
- Life Insurance Calculator
- Term Insurance Calculator
- ULIP Calculator
- Premium Calculator
- FD Calculator
- Investment Calculator
- Travel Insurance Calculator