IndiaFirst SIP Plans

Planning for a financially secure future requires consistency, patience, and the right investment strategy. IndiaFirst Life Insurance Company brings you its SIP Plan offerings — tailored solutions for individuals seeking to grow their wealth systematically. Whether you're new to investing or looking for long-term financial goals, the IndiaFirst SIP Plan ensures you make small, regular investments that add up to significant returns over time.

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Invest Today, Secure Tomorrow

  • Take the first step to ₹1 Crore

    Start SIP in just 2 minutes

  • 100% online, Zero paperwork

    150+ Fund Options Available

  • Funds delivering up to 18% CAGR+

    Expert help at no extra cost

Best SIP Funds

Tax Saving FundsLarge Cap Low Return FundsMid Cap Mid Return FundsMulti CapDebt FundsShariah FundsBalanced Funds
Payment Mode
Invest
₹ 10,000
Invest for
AUM (Cr)

₹11,852

NAV

₹166.04

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 18.31 20.62 17.9 %

View Fund
Instant tax receipt
AUM (Cr)

₹2,581

NAV

₹70.79

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.79 15.9 15.06 %

View Fund
Instant tax receipt
AUM (Cr)

₹3,206

NAV

₹68.73

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.23 16.86 15.06 %

View Fund
Instant tax receipt
AUM (Cr)

₹34,475

NAV

₹77.3

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 14.28 16.02 14.44 %

View Fund
Instant tax receipt
AUM (Cr)

₹5,492

NAV

₹80.43

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.34 14.37 14.18 %

View Fund
Instant tax receipt
AUM (Cr)

₹422

NAV

₹66.32

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.64 13.49 14.03 %

View Fund
Instant tax receipt
AUM (Cr)

₹4,838

NAV

₹66.88

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13 14.67 13.79 %

View Fund
Instant tax receipt
AUM (Cr)

₹206

NAV

₹47.04

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.58 14.34 13.48 %

View Fund
Instant tax receipt
AUM (Cr)

₹3,452

NAV

₹39.9

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.52 12.59 13.21 %

View Fund
Instant tax receipt
AUM (Cr)

₹3,044

NAV

₹64.37

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.5 11.98 12.32 %

View Fund
Instant tax receipt
AUM (Cr)

₹2,581

NAV

₹70.79

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.79 15.9 15.06 %

View Fund
AUM (Cr)

₹3,206

NAV

₹68.73

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.23 16.86 15.06 %

View Fund
AUM (Cr)

₹422

NAV

₹66.32

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.64 13.49 14.03 %

View Fund
AUM (Cr)

₹4,838

NAV

₹66.88

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13 14.67 13.79 %

View Fund
AUM (Cr)

₹206

NAV

₹47.04

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.58 14.34 13.48 %

View Fund
AUM (Cr)

₹3,452

NAV

₹39.9

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.52 12.59 13.21 %

View Fund
AUM (Cr)

₹3,044

NAV

₹64.37

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.5 11.98 12.32 %

View Fund
AUM (Cr)

₹56

NAV

₹41.19

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 11.04 12.79 12.25 %

View Fund
AUM (Cr)

₹926

NAV

₹43

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.13 12.36 12.24 %

View Fund
AUM (Cr)

₹760

NAV

₹28.37

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 11.27 13.31 11.71 %

View Fund
AUM (Cr)

₹11,852

NAV

₹166.04

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 18.31 20.62 17.9 %

View Fund
AUM (Cr)

₹34,475

NAV

₹77.3

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 14.28 16.02 14.44 %

View Fund
AUM (Cr)

₹5,492

NAV

₹80.43

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.34 14.37 14.18 %

View Fund
AUM (Cr)

₹10,579

NAV

₹63.89

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 21 21.53 22 %

View Fund
AUM (Cr)

₹13,736

NAV

₹118.48

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 19.94 22.27 18.84 %

View Fund
AUM (Cr)

₹1,042

NAV

₹72.54

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.6 14.87 14.74 %

View Fund
AUM (Cr)

₹13,101

NAV

₹68.34

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.03 13.71 13.02 %

View Fund
AUM (Cr)

₹3,457

NAV

₹58.49

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 13.3 12.8 12.6 %

View Fund
AUM (Cr)

₹1,050

NAV

₹53.01

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 12.28 13.15 12.48 %

View Fund
AUM (Cr)

₹498

NAV

₹55.43

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 10.01 11.83 11.09 %

View Fund
AUM (Cr)

₹224

NAV

₹27.03

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.93 9.17 10.01 %

View Fund
AUM (Cr)

₹847

NAV

₹41.04

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.49 6.86 7.21 %

View Fund
AUM (Cr)

₹532

NAV

₹38.47

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.11 6.81 6.91 %

View Fund
AUM (Cr)

₹131

NAV

₹30.32

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.86 6.64 6.84 %

View Fund
AUM (Cr)

₹72

NAV

₹41.59

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.34 6.47 6.76 %

View Fund
AUM (Cr)

₹91

NAV

₹39.24

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.09 6.49 6.53 %

View Fund
AUM (Cr)

₹16,641

NAV

₹50.18

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.12 6.27 6.52 %

View Fund
AUM (Cr)

₹166

NAV

₹47.06

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 4.47 5.94 6.51 %

View Fund
AUM (Cr)

₹1,080

NAV

₹46.95

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.52 6.33 6.49 %

View Fund
AUM (Cr)

₹1,623

NAV

₹43.91

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 5.2 6.02 6.38 %

View Fund
AUM (Cr)

₹896

NAV

₹100.2

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 14.53 16.27 15.28 %

View Fund
AUM (Cr)

₹348

NAV

₹47

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 9.05 10.35 10.12 %

View Fund
AUM (Cr)

₹62

NAV

₹59.74

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.93 9.09 9.76 %

View Fund
AUM (Cr)

₹4,753

NAV

₹38.87

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.96 9.39 9.75 %

View Fund
AUM (Cr)

₹438

NAV

₹101.48

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.83 9.22 9.66 %

View Fund
AUM (Cr)

₹20,171

NAV

₹70.79

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.31 8.97 9.43 %

View Fund
AUM (Cr)

₹765

NAV

₹38.68

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 8.48 9.55 9.43 %

View Fund
AUM (Cr)

₹6,428

NAV

₹106.71

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.88 9.21 9.32 %

View Fund
AUM (Cr)

₹260

NAV

₹30.29

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 7.95 9.03 9.19 %

View Fund
AUM (Cr)

₹1,682

NAV

₹42.79

Estimated Value

₹

After 5 years After 7 years After 10 years
Returns (p.a.)

+ 8.99 9.53 9.11 %

View Fund
View More

What is an SIP Plan?

SIP or Systematic Investment Plan is a disciplined way to invest in mutual funds or insurance-linked investment options like ULIPs (Unit Linked Insurance Plans). It allows you to invest a fixed amount regularly — monthly or quarterly — into your chosen investment fund. With the power of rupee cost averaging and the benefit of compounding, SIPs help reduce the impact of market volatility and build a strong corpus over time.

IndiaFirst SIP and ULIP Plans

IndiaFirst offers various investment plans that support systematic investments with additional benefits like life cover, tax savings, and market-linked returns. 

  1. IndiaFirst SIP Plans

    SIP Plans  5 Year Returns  10 Year Returns 
    India First Life - Index Tracker Fund 19.77% 11.76%
    India First Life - Liquid Fund 3.63% 4.02%
    India First Life - Balanced Fund 16.03% 10.21%
    India First Life - Debt Fund 5.60% 6.28%
    India First Life - Equity Fund 21.51% 11.78%

  2. IndiaFirst ULIP Plans

    Plan Name Type Key Benefits Ideal For
    IndiaFirst Life Wealth Maximizer Plan ULIP Market-linked returns, life cover, partial withdrawals Long-term investors
    IndiaFirst Smart Save Plan ULIP Loyalty additions, tax benefits under Section 80C & 10(10D) Goal-based savers
    IndiaFirst Life e-Wealth Insurance Plan ULIP Digital-first, no policy allocation or admin charges Tech-savvy and cost-conscious
    IndiaFirst Money Balance Plan Endowment Balance of savings and insurance, guaranteed additions Conservative investors
    IndiaFirst MahaJeevan Plus Plan Endowment Long-term savings, death benefit, income payouts Family financial planning

Why Choose IndiaFirst SIP Plans?

  • Systematic Investment: You can start with small contributions and build wealth steadily.

  • Life Cover: Unlike traditional SIPs, most IndiaFirst plans offer insurance protection.

  • Flexible Tenure: Choose the policy term and premium payment frequency that suits you.

  • Tax Benefits: Get deductions under Section 80C and tax-free returns under Section 10(10D).

  • Online Accessibility: Easy to purchase and manage your policy online.

SIP Calculator

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
Years
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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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
Years
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
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  • 4
  • 6
  • 7
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  • 9
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Monthly Investment ₹22.4 L
View Plans
Top Funds with High Returns (Past 7 Years)
Equity Pension
12.24%
Equity Pension
Opportunities Fund
14.44%
Opportunities Fund
High Growth Fund
18.84%
High Growth Fund
Opportunities Fund
12.6%
Opportunities Fund
Multi Cap Fund
22%
Multi Cap Fund
Accelerator Mid-Cap Fund II
14.18%
Accelerator Mid-Cap Fund II
Multiplier
15.96%
Multiplier
Frontline Equity Fund
13.79%
Frontline Equity Fund
Virtue II
15.06%
Virtue II
Equity II Fund
10.21%
Equity II Fund
Blue-Chip Equity Fund
10.08%
Blue-Chip Equity Fund
Global Equity Growth Fund
16.13%
Global Equity Growth Fund
Growth Opportunities Plus Fund
14.74%
Growth Opportunities Plus Fund
Equity Top 250 Fund
11.09%
Equity Top 250 Fund
Future Opportunity Fund
12.25%
Future Opportunity Fund
Pension Dynamic Equity Fund
10.96%
Pension Dynamic Equity Fund
Accelerator Fund
13.48%
Accelerator Fund

Who Should Consider These Plans?

  • Young professionals beginning their financial journey.

  • Parents planning for their child’s education or marriage.

  • Individuals targeting retirement or long-term wealth creation.

  • Anyone seeking a blend of protection and investment.

  • Those who are researching the best SIP plans to start their investment journey.

How to Start an SIP with IndiaFirst?

  • Choose a Plan: Assess your goals — retirement, wealth creation, family protection.

  • Select Investment Frequency: Monthly or quarterly contributions.

  • Pick Fund Options: Equity, debt, or balanced funds as per risk appetite.

  • Complete KYC & Documentation: Easy online process.

  • Track Your Plan Online: Stay updated with your investment progress.

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Final Thoughts

IndiaFirst SIP Plans are a prudent choice for anyone who wants to take control of their financial future with small yet consistent steps. They blend the benefits of investment and insurance, making them ideal for both beginners and experienced investors. Start your SIP journey with IndiaFirst today and enjoy a future built on financial discipline and smart decisions.

SIP Plans
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10 Years
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12 Years
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15 Years
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20 Years
SIP Plans

FAQs

  • Is SIP available in IndiaFirst Life plans?

    Yes, IndiaFirst Life offers SIP-like features in its ULIP and endowment plans, allowing regular premium payments.

  • How much should I invest monthly?

    You can start with an amount as low as INR 1,000 depending on the plan.

  • Is there a lock-in period?

    Yes, most ULIPs have a mandatory 5-year lock-in period.

  • What if I miss a payment?

    There is a grace period; however, missing multiple payments can lead to policy lapse. It’s best to set an auto-debit.

  • Can I switch funds in ULIP-based plans?

    Yes, IndiaFirst ULIPs allow fund switching depending on market conditions and your risk profile.

  • Are IndiaFirst SIP plans tax-free?

    Premiums paid are eligible for tax benefits under Section 80C. Maturity proceeds may be tax-free under Section 10(10D).

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Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)

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˜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 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
Disclaimer:#The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. 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. In Unit Linked Insurance Plans, the investment risk in the investment portfolio is borne by the policyholder and the returns are not guaranteed. Maturity Value: ₹1,05,02,174 @ CAGR 8%; ₹50,45,591 @ CAGR 4%. All SIPs listed here are of insurance companies’ funds. 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.
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
^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.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs.
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^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.
**Returns are based on past 10 years’ fund performance data (Fund Data Source: Value Research).

Claude
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