Max Life Group Superannuation Plan - Balance Fund

Fund
Last Updated: 06 Oct 2025
AUM: ₹132328 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹23.46
0.00%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
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Max Life Group Superannuation Plan - Balance Fund
Performance Graph
As on 06 Oct 2025 
| Data Source - Value research

Returns (as on 06 Oct 2025)

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About Max Life Group Superannuation Plan - Balance Fund

Max Life Group Superannuation Plan - Balance Fund is a Fund launched on 17-04-2017, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹132328 Cr, with a Net Asset Value (NAV) of ₹23.46 (as of 06 Oct 2025).

Over time, Max Life Group Superannuation Plan - Balance Fund has shown stable growth with For longer horizons, it has delivered 0.13 % CAGR over 7 years, Return Since Inception (RSI) of 4.47%, highlighting its consistent performance track record.

Highlights of Max Life Group Superannuation Plan - Balance Fund

  • Since its launch on 17-04-2017, Max Life Group Superannuation Plan - Balance Fund has achieved a Return Since Inception (RSI) of 4.47%.

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AUM (Assets under management)
Fund Manager(s)
Jitendra Sriram

Oversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹77,577 Cr - Get Details
ICICI Prudential Life Maximiser Fund V ₹50,034 Cr 1.31% Get Details
SBI Life Midcap Fund ₹42,299 Cr - Get Details
HDFC Life Opportunities Fund ₹35,798 Cr - Get Details
SBI Life Bond Pension II ₹28,996 Cr 6.16% Get Details
SBI Life Balanced Fund ₹22,132 Cr 2.99% Get Details
SBI Life Bond Fund ₹18,821 Cr 7% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,446 Cr 0.69% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund ₹13,281 Cr - Get Details
SBI Life Equity Pension II ₹12,553 Cr - Get Details
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Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 1.5% 13.79% 16.61% 11.62% Get Details
ICICI Prudential Life Maximiser Fund V 7.48% 14.93% 18.66% 11.47% Get Details
SBI Life Midcap Fund 0.6% 21.27% 25.2% Get Details
HDFC Life Opportunities Fund 17.4% 21.23% 14.21% Get Details
SBI Life Bond Pension II 5.15% 7.49% 5.48% 6.6% Get Details
SBI Life Balanced Fund 5.46% 10.5% 11.14% 9.81% Get Details
SBI Life Bond Fund 5.91% 7.72% 5.73% 6.93% Get Details
ICICI Prudential Life Multi Cap Growth Fund 4.74% 16.15% 18.65% 11.5% Get Details
Kotak Mahindra OM Life Classic Opportunities Fund 1.93% 15.78% 18.7% 13.09% Get Details
SBI Life Equity Pension II 5.31% 12.83% 16.86% 11.99% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

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PNB MetLife Mid Cap Fund 16.43% 34.5% Get Details
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HDFC Life Discovery Fund 2.37% 21.38% 27.14% Get Details

Latest ULIP Funds

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Frequently Asked Questions
Max Life Group Superannuation Plan - Balance Fund
Max Life Group Superannuation Plan - Balance Fund is a Fund launched on 17-04-2017. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 06 Oct 2025, the Net Asset Value (NAV) of Max Life Group Superannuation Plan - Balance Fund is ₹23.46.
Max Life Group Superannuation Plan - Balance Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Max Life Group Superannuation Plan - Balance Fund is not Shariah-compliant.
Max Life Group Superannuation Plan - Balance Fund has been in the market since 17-04-2017, providing a long and reliable performance history.

Over the past year, Max Life Group Superannuation Plan - Balance Fund has delivered a return of approximately 0% CAGR, making it a competitive performer.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

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