The policyholder, if wishes, can also avail the maturity benefit in instalments over a period of 5 years post the date of maturity under the Settlement Option. Pure Stock Fund, 4. 70 yrs Maturity Period - Starts from 4th yr Partial Withdrawal: Eligible from 4th yr onwards. Accelerator Mid-Cap Fund II, 3. ... Neha starts investing INR 50,000 p.a. Only trust the experts with your money. Performance charts for Bajaj Allianz ULIP Accelerated Mid Cap Fund (BAJUAMC) including intraday, historical and comparison charts, technical analysis and trend lines. Dear Sir, I have bought a policy of Yours in March 2007, i have paid a premium of Rs.20000/- at that point of time. The funds include: 1. Initially, the allocated premium is invested in equity oriented funds (Equity Growth Fund II, Bluechip Equity Fund and Accelerator Mid-cap Fund II) in a pre-defined ratio. What is it that youâre trying to protect? 295,00,00,000.00 Settled more than 1,95,000 claims. 1 bajaj finserv ltd 61.53% 57.53% 2 maharashtra scooters limited 3.78% 3.54% 3 government of singapore - 2.77% 4 acacia partners lp 1.21% 1.13% 5 pinebridge investments gf mauritius limited 1.10% 1.10% 6 hdfc mid cap opportunities fund 1.26% 1.06% 7 macquarie bank limited 0.93% 0.87% 8 smallcap world fund inc - 0.85% YTD Return-4.25%. Here are four portfolio strategies that you can invest in, should you choose to go with our partner, Bajaj Allianz â 1. Would you please advise if this is a good plan to invest? Loyalty Additions: On maturity, 3% of the Single Premium of Rs 1, 00, 000 is added for a term of 10-30 years. Equity Growth Fund. But what I would like to know is why do you want this policy? Bajaj Allianz offers you 8 choices of funds that you can choose from, to invest your premiums: Equity Growth Fund (equity > 60%, debt upto 40%) Liquid fund (100% in bank deposits and money market Instruments) Accelerator Mid-Cap Fund (equity > 60%, debt upto 40%). But, I have studied a few products from them. Ex: Principle Amount ⦠Asset Allocation Fund II, 5. Accelerator Mid-Cap Fund. The policyholder decides on the amount of single premium he wants to pay and the fund in which the premiums are to be invested. Wheel of Life Portfolio Strategy, 3. Bajaj Allianz is a customer friendly & best services company in Insurance Industry. Bajaj Allianz LongLife Goal provides you with a whole life insurance cover which means that your family members will be able to achieve their life goals even in your absence. I do not like their ULIPs at all. View Minimum Investment Information and Available Brokerage for Bajaj Allz Life-Accelerator Mi (F00000H5EZ.BO) 3 yrs & Max. Source CRISIL. SBI Small Cap Fund Direct-Growth. Fund Management Charges: Fund management charge levied is a percentage of the Fund Value. 10. Who is TLC?? The product is the last step when investing. 0.96 % . Accelerator Mid-Cap Fund Fund # # Bajaj Allianz Life Insurance Company Ltd 1 ... you may invest in multi cap mutual funds. 7 Benefits of Investing in Bajaj Allianz Life Goal Assure 1. I am not sure which specific product from Bajaj Allianz are you talking about. Bajaj Allianz Life--ACCELERATOR MID-CAP FUND Bajaj Allianz Life--EQUITY MIDCAP FUND 09-Mar-2005 Bajaj Allianz Life--EQUITY MIDCAP PENSION Bajaj Allianz Life--EQUITY MIDCAP PLUS Birla Sun Life--Multiplier Fund 24-Oct-2007 Edelwiess Tokio--Equity Mid Cap Fund 17-Jan-2017 Title: BALIC FORM_11Jan12.cdr Author: Tanmay Kulkarni/Head Office Pune/Corporate Comm/General Created Date: 1/11/2012 9:35:57 AM Maturity Benefit â On maturity, the regular premium Fund Value and any top-up premium Fund Value is paid to the policyholder. Bajaj Allianz Critical Illness Benefit: A lump sum amount is provided to you if you are diagnosed with any of the covered critical illnesses. Bajaj Allianz Future Gain - Benefits. Disclaimer: Terms & conditions apply: Bajaj Finance Limited, including its directors, employees, associates, affiliates etc., shall not be responsible for the accuracy, completeness, timeliness and contents of the information provided herein above. Bajaj Allianz Investmentâ Key Features Single Pay option of premium payment Loyalty Additions at the policy term end Below are the 7 funds are available for investment Accelerator Mid-cap Fund II Asset Allocator Fund II Equity Growth Fund II Pure Stock Fund Blue Chip Equity Fund Bond Fund Liquid Fund Bajaj Allianz Accelerator Mid-Cap Fund II The fund has delivered a CAGR of 12 per cent return since its launch in January 2010. Accelerator Mid-Cap Fund II The investment objective of this fund is to achieve capital appreciation by investing in a diversified basket of mid cap stocks and large cap stocks. In the last 3 year period, Tata AIA Life Whole Life Mid Cap Equity Fund is down 0.96% CAGR compared to Nifty Midcap 100 indexâs 8.82% CAGR decline and peers like Bajaj Allianz Life Accelerator Mid-Cap Fund II (down 4.03% CAGR) and HDFC Life Opportunities Fund (down 4.49% CAGR). ? 8. Returns as on 08/08/2018. More than 39,05,112 customers have selected Bajaj Allianz Every day more than 4000 Policies issued online. Fund Management Charges: Fund management charge levied is a percentage of the Fund Value. Benefits and Features of Bajaj Allianz Future Gain Plan. Accelerator Mid Cap Fund II Equity Growth Fund II Pure Stock Fund Blue Chip Equity Fund Asset Allocation Fund II Bond Fund Liquid Fund Pure Stock Fund II. 11.07 % ... Bajaj Allianz Life Goal Assure. 16.85 % . Equity Growth Fund II, 2. Bajaj Allianz ULIP Accidental Death Benefit Rider UIN: 116A013V02 2. Working of the Bajaj Allianz Fortune Gain Plan. No.1 Channel Partner Bajaj Allianz General Insurance Co. Ltd. Bajaj Allz Life-Accelerator Mid Cap 2 (F00000H5EZ.BO) YHD - YHD Delayed Price. Get information about the top portfolio holding of the Bajaj Allianz Life - Accelerator Mid Cap Fund II (0P0000NQ9J) fund - including stock holdings, annual turnover, top ⦠Atleast 50% of the equity investments will be in mid cap stocks. Investor Selectable Portfolio Strategy, 2. Bajaj Allianz Accelerator Mid-Cap Fund and Bajaj Allianz Accelerator Mid-Cap Fund 2 (key midcap equity funds) have outperformed the benchmark index in 100% of the rolling period observations (using 3-year rolling returns over a 5-year period, with monthly shift). In fact, I do not like any ULIPs. Currency in INR ... Fund Family Bajaj Allianz Life Insurance Company Ltd. Net Assets 16.35B. The mutual fund industry already has more than 40 players, and the asset base stands at Rs 27.6 lakh crore at the end of September, with the top 10 players managing more than 83 per cent of the assets under management. Bond Fund; Liquid Fund; Accelerator Mid-Cap Fund II; Asset Allocation Fund II; BlueChip Equity Fund; Pure Stock Fund **The maximum investment in mutual funds shall be governed by the relevant IRDAI guidelines. 1. Premium Period - Min. I am willing to pay Rs 50,000/month for 15 years and I have short listed Bajaj Allianz Life LongLife Goal plan. ... (namely Accelerator Mid-Cap Fund II, Equity Growth Fund II and Bond Fund & Liquid Fund), in the proportion depending on the outstanding years to maturity. It is 1.35% p.a for Equity Growth Fund II, Accelerator Mid-Cap Fund II, & Pure Stock Fund, 1.25% p.a for Asset Allocation Fund II & Bluechip Equity Fund, 0.95% p.a for Bond Fund & Liquid Fund, 0.50% p.a for Discontinued Life Policy Fund. Equity Index Fund II. in Bajaj Allianz Life Goal Assure with a 15 year time horizon and Sum Assured of INR 5 ⦠Bajaj Allianz Family Income Benefit: 1% of the rider sum assured will be paid every month to your family in contingencies like death, critical illness, or permanent total disablement (caused by an accident). Hi, Iâve put down the relevant features of the policy for your reference below. Bajaj Finserv, a part of Bajaj Holdings & Investments, is focused on lending, asset management, wealth management and insurance. Note :-Pursuant to IRDAI Circular no IRDAI/ F&I / INV/ CIR / 213 / 10 / 2013, dated 30th Oct 2013, Investment Committee of the company has selected National Stock Exchange (NSE) as primary stock exchange and Bombay Stock Exchange (BSE) as secondary stock exchange.Accordingly, for the purpose of calculating NAV, listed equity shares are valued at last quoted closing price on the NSE ⦠As the plan approaches maturity, the funds are reallocated to debt-oriented funds (Bond Fund and Liquid Fund) in ⦠Accelerator Mid-cap Fund II; Asset Allocator Fund II; Equity Growth Fund II; Pure Stock Fund; Blue Chip Equity Fund; Bond Fund; Liquid Fund Bajaj Allianz Fortune Gain - Benefits. 17.41 % . 9. Amount of claims paid since inception is more than Rs. It is 1.35% p.a for Equity Growth Fund II, Accelerator Mid-Cap Fund II, & Pure Stock Fund, 1.25% p.a for Asset Allocation Fund II & Bluechip Equity Fund, 0.95% p.a for Bond Fund & Liquid Fund, 0.50% p.a for Discontinued Life Policy Fund. 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