Edelweiss ULIP Calculator

Why Should You Use Edelweiss ULIP Calculator?

If you are planning to grow your money to provide a secure future to yourself and your family through Edelweiss ULIP, analyzing it with the help of the Edelweiss ULIP plan calculator should be the first step for the following reasons. 

• Step-by-step Guidance: Edelweiss ULIP plan calculator will provide a step-by-step pathway through which investors and policyholders can input details such as investment amount, policy option, investing for either self or family, and policy term and find out the total tax-exempted returns at maturity.

• Free Access: Any potential investor or policyholder can easily access the Edelweiss ULIP plan calculator for free through the official website to calculate the estimated returns on investment for every Edelweiss ULIP plan.

• Finalize the ULIP Plan: The main agenda to use the Edelweiss ULIP plan calculator is to finalize investment in a ULIP plan that will maximize benefits for a particular investor based on his/her affordability.

• Understand Different Edelweiss ULIPs: There are three ULIP schemes provided by Edelweiss Tokio, namely Edelweiss Tokio Life - Wealth Secure Plus, Edelweiss Tokio Life - Wealth Gain Plus, and Edelweiss Tokio Life – Wealth Plus for which Edelweiss ULIP plan calculator can be used for making estimations on the returns. Furthermore, the investment calculations can be made separately for each plan by choosing suitable input values.

How to use Edelweiss ULIP Calculator?

The three ULIP plans are equipped with a separate Edelweiss ULIP Calculator page with slightly modified input variables designed according to the type of ULIP plan offered. The different steps involved in the ULIP calculations for each scheme are listed below. 

1. Edelweiss Tokio Life - Wealth Secure Plus ULIP

   • Step 1: Visit the official website and click on 'Buy Now' under Edelweiss Tokio Life - Wealth Secure Plus. Enter your details like full name, Date of Birth, mobile number, and email address. Then, click on 'Start Planning.'

   • Step 2: Enter the investment amount for this ULIP plan. (Minimum Rs1000 to Maximum Rs 10 Crore available).

   • Step 3: Choose the policy option. The different options available are:

     • Base

     • Life partner - Add spouse's name and her DOB.

     • Child (Individual life)- Add your child's name and DOB.

     • Child (Joint Life)- Your Spouse and child's name and DOB

   • Step 4: Choose for whom you are willing to invest. The different options available are:

     • Myself

     • Family

   • Step 5: Enter the policy term (Range: min- 5years to max-66years (whole life)) for which you are ready to invest. 

   • Step 6: The result of "Total Tax -Exempted Returns at the end of the policy term" will be displayed (The rate of return applicable is 4% and 8%). 

2. Edelweiss Tokio Life - Wealth Gain Plus ULIP

   • Step 1: Visit the official website and click on 'Buy Now' under Edelweiss Tokio Life - Wealth Secure Plus. Enter your details like full name, Date of Birth, mobile number, and email address. Then, click on "Calculate Premium." 

   • Step 2: Enter the investment amount for this ULIP plan. (Minimum Rs1000 to Maximum Rs 10 Crore available).

   • Step 3: Choose the policy option. The different options available are:

     • Myself

     • Family

   • Step 4: Choose the number of years you will pay the premium (Range: min- 5years to max-20 years).

   • Step 5: Choose the duration of your policy (Range:10 years to 20 years). 

   • Step 6: The result of "Total Tax -Exempted Returns at the end of the policy term" will be displayed (The rate of return applicable is 4% and 8%). 

   

3. Edelweiss Tokio Life – Wealth Plus ULIP

   • Step 1: Visit the official website and click on 'Buy Now' under Edelweiss Tokio Life - Wealth Secure Plus. Enter your details like full name, Date of Birth, mobile number, and email address. Then, click on 'Start Planning.'

   • Step 2: Enter the investment amount for this ULIP plan. (Minimum Rs1000 to Maximum Rs 10 Crore available).

   • Step 3: Choose the policy option. The different options available are:

     • Myself

     • Family

   • Step 4: Choose the number of years you are willing to pay (Range: min- 5years to max-20 years).

   • Step 5: Choose the duration of your policy (Range:10 years to 20 years). 

   • Step 6: The result of "Total Tax -Exempted Returns at the end of the policy term" will be displayed (The rate of return applicable is 4% and 8%).

List of ULIP Funds ^~

Returns 3 Years 5 Years 10 Years

Fund Name

AUM

NAV

Returns (in %)

3 Year

5 Year

10 Year

Midcap Fund

SBI Life

AUM:64,395 Cr

64,395 Cr

NAV

47.07

0.43%

Returns

14.66%

Returns

11.92%

Returns

14.93%

Highest Returns

Get Details

Opportunities Fund

HDFC Life

AUM:32,429 Cr

32,429 Cr

NAV

73.13

0.94%

Returns

10.76%

Returns

8.68%

Returns

11.82%

Highest Returns

Get Details

High Growth Fund

Axis Max Life

AUM:15,356 Cr

15,356 Cr

NAV

114.29

0.90%

Returns

20.3%

Highest Returns

Returns

18.21%

Returns

18.4%

Get Details

Opportunities Fund

ICICI Life

AUM:3,711 Cr

3,711 Cr

NAV

57.14

0.20%

Returns

10.32%

Returns

7.96%

Returns

11.99%

Highest Returns

Get Details

Multi Cap Fund

Tata AIA Life

AUM:11,642 Cr

11,642 Cr

NAV

64.48

0.17%

Returns

12.85%

Returns

12.61%

Returns

18.76%

Highest Returns

Get Details

Bluechip Equity Fund

Bajaj Life

AUM:830 Cr

830 Cr

NAV

41.43

-0.18%

Returns

6.77%

Returns

5.6%

Returns

10.81%

Highest Returns

Get Details

Multiplier

Birla Sun Life

AUM:5,986 Cr

5,986 Cr

NAV

99.4

1.10%

Returns

13.49%

Highest Returns

Returns

11.5%

Returns

13.38%

Get Details

Frontline Equity Fund

Kotak Mahindra OM Life

AUM:4,992 Cr

4,992 Cr

NAV

67.32

0.19%

Returns

11.24%

Returns

8.76%

Returns

12.35%

Highest Returns

Get Details

Multiplier III

PNB MetLife

AUM:102 Cr

102 Cr

NAV

31.15

0.04%

Returns

9.87%

Returns

8.37%

Returns

11.99%

Highest Returns

Get Details

Equity II Fund

Canara HSBC Life

AUM:2,873 Cr

2,873 Cr

NAV

38.67

-0.04%

Returns

6.95%

Returns

4.71%

Returns

8.45%

Highest Returns

Get Details

Blue-Chip Equity Fund

Star Union Dai-ichi Life

AUM:1,453 Cr

1,453 Cr

NAV

32.38

-0.01%

Returns

5.17%

Returns

4.24%

Returns

8.61%

Highest Returns

Get Details

Grow Money Plus Fund

Bharti AXA

AUM:401 Cr

401 Cr

NAV

65.14

-0.04%

Returns

9.04%

Returns

6.24%

Returns

12.08%

Highest Returns

Get Details

Equity Top 250 Fund

Edelwiess Life

AUM:506 Cr

506 Cr

NAV

55.82

0.36%

Returns

8.67%

Returns

6.19%

Returns

10.1%

Highest Returns

Get Details

Future Apex Fund

Future Generali

AUM:140 Cr

140 Cr

NAV

53.64

0.37%

Returns

8.41%

Returns

7.34%

Returns

11.83%

Highest Returns

Get Details

Debt Fund

Pramerica Life

AUM:22 Cr

22 Cr

NAV

33.03

0.01%

Returns

6.88%

Highest Returns

Returns

5.48%

Returns

5.8%

Get Details

Accelerator Fund

Bandhan Life

AUM:195 Cr

195 Cr

NAV

45.91

0.17%

Returns

9.86%

Returns

8.54%

Returns

11.85%

Highest Returns

Get Details

Balanced Fund

LIC India

AUM:2,640 Cr

2,640 Cr

NAV

17.57

0.00%

Returns

6.09%

Highest Returns

Returns

4.24%

Returns

-

Get Details

see more plans

Disclaimer :
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar Insurance Brokers Private Limited does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in

Edelweiss ULIP Calculator Example:

1. Edelweiss Tokio Life - Wealth Secure Plus ULIP

   • Step 1: Enter your details and click on 'Start Planning.' 

   • Step 2: Investment amount=Rs 6000 per month

   • Step 3: Policy Option: Base

   • Step 4: Investing for: Myself

   • Step 5: Policy Term = 25 years

   • Step 6: Results: Total Tax -Exempted Returns at the end of the policy term= Rs.41,45,255@8%

2. Edelweiss Tokio Life - Wealth Gain Plus ULIP

   • Step 1: Enter your details and click on 'Start Planning.' 

   • Step 2: Investment amount=Rs 6000 per month 

   • Step 3: Choose the policy option= Myself 

   • Step 4: Number of years for which you will pay the premium= 19 years 

   • Step 5: Choose the duration of your policy: 20years 

   • Step 6: Results: Total Tax -Exempted Returns at the end of the policy term= Rs. 27,89,261@8%

3. Edelweiss Tokio Life – Wealth Plus ULIP

   • Step 1: Enter your details and click on 'Start Planning.'

   • Step 2: Investment amount=Rs 6000 per month

   • Step 3: Choose the policy option= Myself

   • Step 4: Number of years for which you will pay the premium= 19 years 

   • Step 5: Choose the duration of your policy: 20years

   • Step 6: Results: Total Tax -Exempted Returns at the end of the policy term= Rs. 23,47,499@8%

Advantages of Using Edelweiss ULIP Calculator

The main advantages of using the Edelweiss ULIP calculator are:

• Transparency: Edelweiss ULIP calculator provides a realistic estimate of the returns on investment so that investors get a clear idea about the different possibilities making this a transparent process.  

• Flexibility: The investor can change the variables in all the Edelweiss ULIP calculators as per their needs, making this tool quite flexible. 

• Control:The investor has complete control over the Edelweiss ULIP calculator and can vary the inputs within the range provided to compare different ULIP plans and choose the best among them, and The best SIP in India aligns with individual goals to ensure investments match long-term objectives.

• Safe Investment Choice: Edelweiss ULIP calculator helps the investor to make real-time analyses on the funding options and arrive at the investment choice with minimal risk.

• Goal-Based Planning: Edelweiss ULIP calculator allows the investor to do goal-based planning as the expected returns will be calculated beforehand. It helps the investor to set a realistic goal and induce a saving habit to ensure the future financial goal is reached without hassles.

Information Required While Using Edelweiss ULIP Calculator

The different inputs required before using the Edelweiss ULIP plan calculator are listed below:

• The amount you are ready to invest in the Edelweiss ULIP plan.

• The policy chosen is whether for self or family.

• The period for which you are willing to make the premium payments.

• The duration of the policy at which you wish to receive the benefits.

• The type of Edelweiss ULIP funds chosen for investment.

• The applicable rate of returns expected from Edelweiss ULIP investment (4% and 8% available as default).

Summing It Up

Edelweiss ULIP plan calculator is an effective online tool that investors can use to estimate the expected returns on ULIP investment. The tool allows the investor to compare different Edelweiss ULIP plans and arrive at the right choice by providing complete control on the input variables. Once the right plan is finalized, the investor can proceed with the further process and start the actual investment right away and secure his/her future.