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Summary Info

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Summary Info

Basic Details

Key Benefits

Rider Name

Plan Speciality

Fund Option

Latest NAV

News

Bajaj Allianz Fortune Gain

Insurance Company	Bajaj Allianz Life Insurance Company Ltd
Plan Name	Bajaj Allianz Fortune Gain
Plan Nature	ULIP
Plan Category	Savings & Investment Plan
UIN No.	116L125V02
About Plan	It is a Unit-Linked Single Premium Endowment Plan that provides up to 99.5% premium allocation to make sure that your valuable money is fully utilized towards building you a fortune.

Minimum Entry Age	1 Year
Maximum Entry Age	63 Years
Minimum Maturity Age	18 Years
Maximum Maturity Age	70 Years
Minimum Policy Term	7 Years
Maximum Policy Term	30 Years
Minimum Premium	Rs.50,000
Maximum Premium	No Limit

Benefits

Particulars	Description
Maturity Benefits	Under Bajaj Allianz Fortune Gain, the maturity benefit will be the single premium fund value plus top up premium fund value if any, both as on the maturity date, provided the policy is in-force.
Death Benefits	In case of unfortunate death before the maturity date, provided the policy is in-force, the death benefit payable to the nominee as a lump-sum is: 1. The higher of the sum assured or single premium fund value Plus 2. The higher of top-up premium sum assured or top-up premium fund value, if any, If death of the life assured occures before attaining age 60 years, then, the sum assured shall be reduced to the extent of any partial withdrawals made from the single premium fund during the two year period immediately preceding the death of the life assured.
Surrender Benefit	You have the option to surrender your policy at anytime. 1. On surrender during the lock-in period of first five yeas, the single premium fund value, less the discontinuance/ surrender charge plus the top-up premium fund value, if any, as on the date of surrender, will be transferred to the discontinued life policy fund, and life cover shall cease immediately. The discontinuance value as at the end of the lock-in period will be available to you as surrender value.

Accelerator Mid-Cap Fund II

Asset Allocation Fund II

Bluechip Equity Fund

Bond Fund

Discontinued Policy Fund - Life

Equity Growth Fund II

Liquid Fund

Pure Stock Fund

Particulars	Range
Accelerator Mid-Cap Fund II
	0% - 40%
	60% - 100%
Asset Allocation Fund II
	40% - 90%
	0% - 60%
	0% - 50%
Bluechip Equity Fund
	0% - 40%
	60% - 100%
Bond Fund
	40% - 100%
	0% - 60%
Discontinued Policy Fund - Life
	0% - 40%
	60% - 100%
Equity Growth Fund II
	0% - 40%
	60% - 100%
Liquid Fund
	100%
Pure Stock Fund
	0% - 40%
	60% - 100%

NAV Name	Nav Date	Nav Rs
Accelerator Mid-Cap Fund II	01-Mar-2021	40.58
Asset Allocation Fund II	01-Mar-2021	20.22
Bluechip Equity Fund	01-Mar-2021	25.43
Bond Fund	01-Mar-2021	33.35
Discontinued Policy Fund - Life	01-Mar-2021	13.58
Equity Growth Fund II	01-Mar-2021	43.3
Liquid Fund	01-Mar-2021	26.46
Pure Stock Fund	01-Mar-2021	80.57

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Section	Description
SEC 80 C	Tax deduction up to Rs. 1,50,000 of premiums can be claimed under Section 80C of the Income Tax Act, 1961 for premium payments made towards a term insurance policy.
SEC 10 (10)D	As per Section 10(10D) of the Income Tax Act, 1961, any amount received under a Life Insurance Policy, including bonus is exempt from tax.

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