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Oct 26, 2014
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Max New York - Life Unit Builder Plus - Balanced Fund

Latest NAV: Rs. 30.42 (As on Oct 14, 2014 ) Compare

Fund Name: Balance Fund

Plan Group: Life Unit Builder Plus

Product Type: Individual

Plan Objective: Investment

Investment Objective

Max New York Life introduces Unit Builder Plus which brings the convenience of Limited Premium Payment by paying only for 10 years for a 20 year term.Through Guaranteed Loyalty additions of 100% of ATP in year 10 it helps you achieve your financial goal. Additional Guaranteed Loyalty Additions of 25% of ATP supplement your income through year 11 to 20. As your responsibilities increase so does your cover through PACE, from year 2 to year 10.

Explore The Plan

Benefits

1.Progressive Automatic Cover Enhancement each year from 2 nd year to 10 th year by the amount of 1 ATP

2.Guaranteed Loyalty Additions in 10 th year of 100% of ATP

3.Annual Income through Guaranteed Loyalty Additions of 25% of ATP each year from year 11 to 20

4.7 Investment Options to customize the plan according to your risk appetite and milestones

5.Maturity Benefit Fund Value which would also include Guaranteed Loyalty Additions of (350% of ATP during the entire policy term).

6.Death Benefit
Immediate payout of attained Sum Assured+ Fund Value:
Level: PACE, increase in sum assured by 1 ATP each year from year 2 to year 10
Increasing: Sum assured to increase by 5% each year from year 2 to year 10

Sum Assured Details

Sum Assured - ATP * 10(fixed)

Entry Age Details

Entry Age - 7 years- 55 years

Switching Details

Existing investment can be moved in totality or in a certain proportion to one or more funds from the current one .12 free switches/policy year

Premium Payment Term

Premium Payment Term - 10 years( Limited)

Historical NAV

DateNAV
14-10-2014
30.42
13-10-2014
30.41
10-10-2014
30.35
09-10-2014
30.43
08-10-2014
30.32
Start Date :
End Date :

ULIP Performance

Time PeriodReturn (%)
1 Day
0.03%
1 Week
0.32%
1 Month
-0.09%
3 Months
4.07%
6 Months
10.18%
9 Months
13.59%
1 Year
16.06%
2 Years
23.61%
3 Years
37.09%
5 Years
0.00%

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