Bharti AXA SIP Plan

List of Bharti AXA SIP Plans

What are Bharti AXA SIP Plans?

Bharti AXA Systematic Investment Plans (SIPs) are a disciplined way of regularly investing a fixed amount in mutual funds or insurance-linked investment products. Bharti AXA provides an online SIP calculator to help investors estimate returns based on variables such as monthly SIP amount, tenure, and expected rate of return. This tool can be used in two ways:

• To estimate the maturity amount by entering the monthly investment, tenure, and expected returns.

• To calculate the required monthly investment to achieve a specific financial goal within a set timeframe.

Bharti AXA’s SIP calculator supports investors in choosing between different types of SIPs and mutual fund schemes, enabling easy comparison and planning.

Bharti AXA ULIP Plans

Bharti AXA’s Unit Linked Insurance Plans (ULIPs) combine insurance protection with investment opportunities. They allow policyholders to invest premiums in various equity and debt funds based on their risk appetite. Some of the prominent ULIP plans include:

• Bharti AXA Life Wealth Pro: Offers two variants (Growth and Legacy), wealth boosters, multiple investment strategies, and tax benefits.

• Bharti AXA Life Grow Wealth: A non-participating ULIP plan designed for low-risk wealth growth.

• Bharti AXA Life Future Invest Plan: Combines investment with added protection features.

• Bharti AXA Life Guaranteed Wealth Pro: A non-linked plan with flexible payout structures and options for lifelong income with life cover up to 100 years of age.

SIP Calculator

I know my investment amount I know my goal amount

Monthly SIP Yearly SIP Lumpsum

I want to invest Pro Tip

Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth

/Month

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

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Total Wealth ₹1.03 Cr

View Plans

I want to save

I want to invest for Pro Tip

Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively

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Expected return Pro Tip

Top 25% of investors consistently generate more than 12% return

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Monthly Investment ₹22.4 L

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Top Funds with High Returns (Past 7 Years)

12.24%

Equity Pension

14.44%

Opportunities Fund

18.84%

High Growth Fund

12.6%

Opportunities Fund

22%

Multi Cap Fund

14.18%

Accelerator Mid-Cap Fund II

15.96%

Multiplier

13.79%

Frontline Equity Fund

15.06%

Virtue II

10.21%

Equity II Fund

10.08%

Blue-Chip Equity Fund

16.13%

Global Equity Growth Fund

14.74%

Growth Opportunities Plus Fund

11.09%

Equity Top 250 Fund

12.25%

Future Opportunity Fund

10.96%

Pension Dynamic Equity Fund

13.48%

Accelerator Fund

Benefits of Investing in Bharti AXA SIP and ULIP Plans

• Disciplined Investment: SIPs enable regular investing with smaller amounts, reducing market timing risks.

• Tax Efficiency: Many Bharti AXA plans offer tax benefits under sections 80C and 10(10D) of the Income Tax Act.

• Flexibility: Multiple premium payment options and investment strategies to suit different risk profiles.

• Guaranteed Income: Traditional plans like Secure Income Plan provide assured returns and monthly income.

• Life Cover: ULIPs and traditional plans combine investment with life insurance protection.

• Online Tools: Bharti AXA’s SIP calculator assists in financial planning and goal setting.

How to Use Bharti AXA SIP Calculator

Bharti AXA’s online SIP calculator is user-friendly and versatile. To estimate your returns, you need to input:

• Monthly SIP amount you plan to invest.

• Investment tenure in years.

• Expected rate of return based on the fund type.

Alternatively, if you have a financial goal amount, you can input that along with tenure and expected returns to find out the monthly SIP required. This tool helps investors compare different schemes and adjust their investments accordingly.

Conclusion

Whether you seek guaranteed income through traditional plans or want to grow wealth with market-linked returns via ULIPs, Bharti AXA provides flexible options with the added advantage of life insurance protection, helping investors explore the best SIP plans for long term wealth creation. The availability of online calculators and multiple investment strategies makes it easier for investors to plan systematically and achieve their long-term financial objectives.