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Fund Performance Check

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HDFC Life Click 2 Invest - ULIP Fund Performance

List of Funds available with this product

Equity Funds

View All

Equity Plus Fund

ULIF05301/08/13EquityPlus101

NAV

32.6777

2024-07-25

52 wk High

2024-07-18

33.2483

52 wk Low

2023-10-26

25.2263

*HDFC Fund Performance 6.87%

vs

i *Market Benchmark 6.57%

Nifty 50

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

32.6777

2024-07-25

52 wk High

2024-07-18

33.2483

52 wk Low

2023-10-26

25.2263

*HDFC Fund Performance 26.49%

vs

i *Market Benchmark 25.13%

Nifty 50

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

32.6777

2024-07-25

52 wk High

2024-07-18

33.2483

52 wk Low

2023-10-26

25.2263

*HDFC Fund Performance 15.98%

vs

i *Market Benchmark 15.16%

Nifty 50

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

32.6777

2024-07-25

52 wk High

2024-07-18

33.2483

52 wk Low

2023-10-26

25.2263

*HDFC Fund Performance 16.26%

vs

i *Market Benchmark 15.29%

Nifty 50

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Diversified Equity Fund

ULIF05501/08/13DivrEqtyFd101

NAV

40.8878

2024-07-25

52 wk High

2024-07-18

41.4653

52 wk Low

2023-10-26

30.8038

*HDFC Fund Performance 6.95%

vs

i *Market Benchmark 6.84%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

40.8878

2024-07-25

52 wk High

2024-07-18

41.4653

52 wk Low

2023-10-26

30.8038

*HDFC Fund Performance 28.76%

vs

i *Market Benchmark 29.77%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

40.8878

2024-07-25

52 wk High

2024-07-18

41.4653

52 wk Low

2023-10-26

30.8038

*HDFC Fund Performance 16.44%

vs

i *Market Benchmark 16.63%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

40.8878

2024-07-25

52 wk High

2024-07-18

41.4653

52 wk Low

2023-10-26

30.8038

*HDFC Fund Performance 17.48%

vs

i *Market Benchmark 16.35%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Blue Chip Fund

ULIF03501/01/10BlueChipFd101

NAV

50.3916

2024-07-25

52 wk High

2024-07-18

51.1661

52 wk Low

2023-10-26

38.3439

*HDFC Fund Performance 7.21%

vs

i *Market Benchmark 6.84%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

50.3916

2024-07-25

52 wk High

2024-07-18

51.1661

52 wk Low

2023-10-26

38.3439

*HDFC Fund Performance 27.76%

vs

i *Market Benchmark 29.77%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

50.3916

2024-07-25

52 wk High

2024-07-18

51.1661

52 wk Low

2023-10-26

38.3439

*HDFC Fund Performance 15.76%

vs

i *Market Benchmark 16.63%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

50.3916

2024-07-25

52 wk High

2024-07-18

51.1661

52 wk Low

2023-10-26

38.3439

*HDFC Fund Performance 16.17%

vs

i *Market Benchmark 16.35%

BSE100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Opportunities Fund

ULIF03601/01/10OpprtntyFd101

NAV

75.4171

2024-07-25

52 wk High

2024-07-16

76.2101

52 wk Low

2023-07-27

53.2314

*HDFC Fund Performance 8.33%

vs

i *Market Benchmark 7.80%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

75.4171

2024-07-25

52 wk High

2024-07-16

76.2101

52 wk Low

2023-07-27

53.2314

*HDFC Fund Performance 44.46%

vs

i *Market Benchmark 55.89%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

75.4171

2024-07-25

52 wk High

2024-07-16

76.2101

52 wk Low

2023-07-27

53.2314

*HDFC Fund Performance 20.61%

vs

i *Market Benchmark 27.37%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

75.4171

2024-07-25

52 wk High

2024-07-16

76.2101

52 wk Low

2023-07-27

53.2314

*HDFC Fund Performance 21.36%

vs

i *Market Benchmark 25.85%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Discovery Fund

ULIF06618/01/18DiscvryFnd101

NAV

38.6817

2024-07-25

52 wk High

2024-07-15

39.1789

52 wk Low

2023-08-03

26.2101

*HDFC Fund Performance 7.40%

vs

i *Market Benchmark 7.80%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

38.6817

2024-07-25

52 wk High

2024-07-15

39.1789

52 wk Low

2023-08-03

26.2101

*HDFC Fund Performance 49.23%

vs

i *Market Benchmark 55.89%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

38.6817

2024-07-25

52 wk High

2024-07-15

39.1789

52 wk Low

2023-08-03

26.2101

*HDFC Fund Performance 25.01%

vs

i *Market Benchmark 27.37%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

38.6817

2024-07-25

52 wk High

2024-07-15

39.1789

52 wk Low

2023-08-03

26.2101

*HDFC Fund Performance 29.00%

vs

i *Market Benchmark 25.85%

Nifty Mid Cap 100

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Equity Advantage Fund

ULIF06723/03/18EqtyAdvtFd101

NAV

27.8024

2024-07-25

52 wk High

2024-07-18

28.1609

52 wk Low

2023-10-26

19.8826

*HDFC Fund Performance 7.22%

vs

i *Market Benchmark 6.46%

BSE200

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

27.8024

2024-07-25

52 wk High

2024-07-18

28.1609

52 wk Low

2023-10-26

19.8826

*HDFC Fund Performance 37.21%

vs

i *Market Benchmark 34.24%

BSE200

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

27.8024

2024-07-25

52 wk High

2024-07-18

28.1609

52 wk Low

2023-10-26

19.8826

*HDFC Fund Performance 19.75%

vs

i *Market Benchmark 17.63%

BSE200

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

27.8024

2024-07-25

52 wk High

2024-07-18

28.1609

52 wk Low

2023-10-26

19.8826

*HDFC Fund Performance 21.28%

vs

i *Market Benchmark 17.65%

BSE200

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Midcap Momentum Fund

ULIF07317/01/24MidCpMoIdx101

NAV

11.5238

2024-07-25

52 wk High

2024-07-15

11.9933

52 wk Low

2024-04-19

9.8423

*HDFC Fund Performance 4.93%

vs

i *Market Benchmark 4.71%

NIFTY MIDCAP150 MOMENTUM 50 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

11.5238

2024-07-25

52 wk High

2024-07-15

11.9933

52 wk Low

2024-04-19

9.8423

*HDFC Fund Performance N.A.

vs

i *Market Benchmark N.A.

NIFTY MIDCAP150 MOMENTUM 50 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

11.5238

2024-07-25

52 wk High

2024-07-15

11.9933

52 wk Low

2024-04-19

9.8423

*HDFC Fund Performance N.A.

vs

i *Market Benchmark N.A.

NIFTY MIDCAP150 MOMENTUM 50 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

11.5238

2024-07-25

52 wk High

2024-07-15

11.9933

52 wk Low

2024-04-19

9.8423

*HDFC Fund Performance N.A.

vs

i *Market Benchmark N.A.

NIFTY MIDCAP150 MOMENTUM 50 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Flexi Cap Fund

ULIF07114/07/23FlexiCapFd101

NAV

14.9542

2024-07-25

52 wk High

2024-07-18

15.1416

52 wk Low

2023-11-01

9.9443

*HDFC Fund Performance 7.29%

vs

i *Market Benchmark 6.90%

NSE Nifty 500 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

14.9542

2024-07-25

52 wk High

2024-07-18

15.1416

52 wk Low

2023-11-01

9.9443

*HDFC Fund Performance N.A.

vs

i *Market Benchmark N.A.

NSE Nifty 500 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

14.9542

2024-07-25

52 wk High

2024-07-18

15.1416

52 wk Low

2023-11-01

9.9443

*HDFC Fund Performance N.A.

vs

i *Market Benchmark N.A.

NSE Nifty 500 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

14.9542

2024-07-25

52 wk High

2024-07-18

15.1416

52 wk Low

2023-11-01

9.9443

*HDFC Fund Performance N.A.

vs

i *Market Benchmark N.A.

NSE Nifty 500 (100%)

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

NAV

29.4937

17.09.2020

52 week High

07.02.2020

30.30

52 week Low

23.03.2020

19.51

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

Equity Plus Fund

ULIF05301/08/13EquityPlus101

NAV

32.6777

2024-07-25

52 wk High

2024-07-18

33.2483

52 wk Low

2023-10-26

25.2263

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Diversified Equity Fund

ULIF05501/08/13DivrEqtyFd101

NAV

40.8878

2024-07-25

52 wk High

2024-07-18

41.4653

52 wk Low

2023-10-26

30.8038

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Blue Chip Fund

ULIF03501/01/10BlueChipFd101

NAV

50.3916

2024-07-25

52 wk High

2024-07-18

51.1661

52 wk Low

2023-10-26

38.3439

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Opportunities Fund

ULIF03601/01/10OpprtntyFd101

NAV

75.4171

2024-07-25

52 wk High

2024-07-16

76.2101

52 wk Low

2023-07-27

53.2314

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Discovery Fund

ULIF06618/01/18DiscvryFnd101

NAV

38.6817

2024-07-25

52 wk High

2024-07-15

39.1789

52 wk Low

2023-08-03

26.2101

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Equity Advantage Fund

ULIF06723/03/18EqtyAdvtFd101

NAV

27.8024

2024-07-25

52 wk High

2024-07-18

28.1609

52 wk Low

2023-10-26

19.8826

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Midcap Momentum Fund

ULIF07317/01/24MidCpMoIdx101

NAV

11.5238

2024-07-25

52 wk High

2024-07-15

11.9933

52 wk Low

2024-04-19

9.8423

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Flexi Cap Fund

ULIF07114/07/23FlexiCapFd101

NAV

14.9542

2024-07-25

52 wk High

2024-07-18

15.1416

52 wk Low

2023-11-01

9.9443

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

Debts Funds

View All

Bond Fund

ULIF05601/08/13Bond Funds101

NAV

19.6656

2024-07-25

52 wk High

2024-07-25

19.6656

52 wk Low

2023-10-09

18.2725

*HDFC Fund Performance 0.83%

vs

i *Market Benchmark 0.73%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

19.6656

2024-07-25

52 wk High

2024-07-25

19.6656

52 wk Low

2023-10-09

18.2725

*HDFC Fund Performance 6.74%

vs

i *Market Benchmark 7.62%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

19.6656

2024-07-25

52 wk High

2024-07-25

19.6656

52 wk Low

2023-10-09

18.2725

*HDFC Fund Performance 4.57%

vs

i *Market Benchmark 5.64%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

19.6656

2024-07-25

52 wk High

2024-07-25

19.6656

52 wk Low

2023-10-09

18.2725

*HDFC Fund Performance 5.58%

vs

i *Market Benchmark 6.95%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Conservative Fund

ULIF05801/08/13ConsertvFd101

NAV

18.5968

2024-07-25

52 wk High

2024-07-25

18.5968

52 wk Low

2023-07-28

17.4881

*HDFC Fund Performance 0.57%

vs

i *Market Benchmark 0.63%

CRISIL Short Term Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

18.5968

2024-07-25

52 wk High

2024-07-25

18.5968

52 wk Low

2023-07-28

17.4881

*HDFC Fund Performance 6.06%

vs

i *Market Benchmark 7.31%

CRISIL Short Term Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

18.5968

2024-07-25

52 wk High

2024-07-25

18.5968

52 wk Low

2023-07-28

17.4881

*HDFC Fund Performance 4.36%

vs

i *Market Benchmark 5.77%

CRISIL Short Term Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

18.5968

2024-07-25

52 wk High

2024-07-25

18.5968

52 wk Low

2023-07-28

17.4881

*HDFC Fund Performance 5.35%

vs

i *Market Benchmark 6.87%

CRISIL Short Term Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Income Fund

ULIF03401/01/10IncomeFund101

NAV

27.3053

2024-07-25

52 wk High

2024-07-25

27.3053

52 wk Low

2023-10-09

25.4049

*HDFC Fund Performance 0.68%

vs

i *Market Benchmark 0.73%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

27.3053

2024-07-25

52 wk High

2024-07-25

27.3053

52 wk Low

2023-10-09

25.4049

*HDFC Fund Performance 6.60%

vs

i *Market Benchmark 7.62%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

27.3053

2024-07-25

52 wk High

2024-07-25

27.3053

52 wk Low

2023-10-09

25.4049

*HDFC Fund Performance 4.41%

vs

i *Market Benchmark 5.64%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

27.3053

2024-07-25

52 wk High

2024-07-25

27.3053

52 wk Low

2023-10-09

25.4049

*HDFC Fund Performance 5.56%

vs

i *Market Benchmark 6.95%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Secure Managed Fund

ULIF00202/01/04SecureMgtF101

NAV

85.8247

2024-07-25

52 wk High

2024-07-25

85.8247

52 wk Low

2023-08-17

79.2988

*HDFC Fund Performance 0.75%

vs

i *Market Benchmark 0.73%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

85.8247

2024-07-25

52 wk High

2024-07-25

85.8247

52 wk Low

2023-08-17

79.2988

*HDFC Fund Performance 7.48%

vs

i *Market Benchmark 7.62%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

85.8247

2024-07-25

52 wk High

2024-07-25

85.8247

52 wk Low

2023-08-17

79.2988

*HDFC Fund Performance 5.16%

vs

i *Market Benchmark 5.64%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

85.8247

2024-07-25

52 wk High

2024-07-25

85.8247

52 wk Low

2023-08-17

79.2988

*HDFC Fund Performance 6.26%

vs

i *Market Benchmark 6.95%

CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

NAV

29.4937

17.09.2020

52 week High

07.02.2020

30.30

52 week Low

23.03.2020

19.51

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

Bond Fund

ULIF05601/08/13Bond Funds101

NAV

19.6656

2024-07-25

52 wk High

2024-07-25

19.6656

52 wk Low

2023-10-09

18.2725

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Conservative Fund

ULIF05801/08/13ConsertvFd101

NAV

18.5968

2024-07-25

52 wk High

2024-07-25

18.5968

52 wk Low

2023-07-28

17.4881

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Income Fund

ULIF03401/01/10IncomeFund101

NAV

27.3053

2024-07-25

52 wk High

2024-07-25

27.3053

52 wk Low

2023-10-09

25.4049

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

Secure Managed Fund

ULIF00202/01/04SecureMgtF101

NAV

85.8247

2024-07-25

52 wk High

2024-07-25

85.8247

52 wk Low

2023-08-17

79.2988

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

Hybrid Funds

View All

Balanced Fund

ULIF03901/09/10BalancedFd101

NAV

38.2729

2024-07-25

52 wk High

2024-07-18

38.6129

52 wk Low

2023-10-26

31.4621

*HDFC Fund Performance 4.75%

vs

i *Market Benchmark 4.40%

60% BSE100 40% CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

38.2729

2024-07-25

52 wk High

2024-07-18

38.6129

52 wk Low

2023-10-26

31.4621

*HDFC Fund Performance 19.32%

vs

i *Market Benchmark 20.91%

60% BSE100 40% CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

38.2729

2024-07-25

52 wk High

2024-07-18

38.6129

52 wk Low

2023-10-26

31.4621

*HDFC Fund Performance 11.37%

vs

i *Market Benchmark 12.23%

60% BSE100 40% CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

NAV

38.2729

2024-07-25

52 wk High

2024-07-18

38.6129

52 wk Low

2023-10-26

31.4621

*HDFC Fund Performance 12.03%

vs

i *Market Benchmark 12.59%

60% BSE100 40% CRISIL Composite Bond Fund Index

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

NAV

29.4937

17.09.2020

52 week High

07.02.2020

30.30

52 week Low

23.03.2020

19.51

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

Balanced Fund

ULIF03901/09/10BalancedFd101

NAV

38.2729

2024-07-25

52 wk High

2024-07-18

38.6129

52 wk Low

2023-10-26

31.4621

*HDFC Fund Performance

vs

i *Market Benchmark

Note: returns over 1 year have been annualized

+0.20%

-0.20%

  • 1 Month
  • 1 Year
  • 3 Years
  • 5 Years

* Data as of 30th June 2024. Past Performance is not indicative of future performance of the fund.

Why HDFC Life Click 2 Invest - ULIP

A Unit Linked Non-Participating Individual Life Insurance Plan that offers you market linked returns along with financial protection for your family

Why HDFC Life Sanchay Legacy?
  • 14 fund options to match your investment preferences

  • Get fund value at maturity or in periodical installments based on your needs1

  • Make partial withdrawal from funds to meet financial emergencies if any2

  •  Tax benefits may be available as per prevailing tax laws3

  • Flexibility to save regularly, for limited period of 5, 6, 7, 8, 9, and 10 years or pay once under Single Pay

  • Minimal charges applicable

  • 14 fund options to match your investment preferences

  • Get fund value at maturity or in periodical installments based on your needs1

  • Make partial withdrawal from funds to meet financial emergencies if any2

  •  Tax benefits may be available as per prevailing tax laws3

  • Flexibility to save regularly, for limited period of 5, 6, 7, 8, 9, and 10 years or pay once under Single Pay

  • Minimal charges applicable

Why HDFC Life Sanchay Legacy?
  1. Opt for Settlement Option to receive maturity benefit in periodical installments.
  2. Partial withdrawals can be made from your funds after completion of 5 policy years, provided the Life Assured is at least 18 years of age.
  3. As per Income Tax Act, 1961. Tax benefits are subject to changes in tax laws.
  1. Opt for Settlement Option to receive maturity benefit in periodical installments.
  2. Partial withdrawals can be made from your funds after completion of 5 policy years, provided the Life Assured is at least 18 years of age.
  3. As per Income Tax Act, 1961. Tax benefits are subject to changes in tax laws.

Your Plan. Your Benefits

Flexibility to choose your policy and premium payment terms.

Select your core objective for buying an insurance cover

  • Maturity Benefit
  • Death Benefit
  • Partial Withdrawal

Maturity Benefit

Check Eligibility Criteria

Before buying HDFC Life Click 2 Invest - ULIP

ELIGIBILITY CRITERIA

Parameters

Minimum

Maximum

Age at Entry

0 years(30 days)

65 years

Age at Maturity

18 years

75 years

Premiums

 Single: ₹ 24,000

Annual: ₹ 12,000

Half-yearly: ₹ 6,000 

Quarterly: ₹ 3,000 

Monthly: ₹ 1,000

No limit, subject to Underwriting

Sum Assured (Fixed)– Single Premium 

125% of Single Premium

Sum Assured (Fixed)-Regular & Limited Premium (Age at Entry <= 55 years)

10 x annualized premium

Sum Assured (Fixed)- Regular & Limited Premium (Age at Entry > 55 years)

7x or 10 x annualized premium

Policy Term

5 to 40 years

Premium Payment Term

Single Pay

Limited: 5,6,7,8,9,10 years

Regular: 5 to 40 years

All ages mentioned above are age as of last birthday

For all ages, risk commences from the date of inception of the policy.

Annualized Premium means the premium amount payable in a year excluding the taxes, rider premiums and underwriting extra premium on riders, if any.

ULIPs are simple to understand!

Tune in to this video to know about our ULIPs.


Customise your cover with these riders

Riders in insurance have an important part in contingency planning. A ULIP is incomplete without them.
  • icon

    HDFC Life Income Benefit on Accidental Disability Rider

    UIN: 101B013V03

    Get additional income benefits over and above your Sum Assured in the event of total permanent disability due to an accident.

    DOWNLOAD
  • icon

    HDFC Life Critical Illness Plus Rider

    UIN: 101B014V02

    We pay a lump sum amount equal to Rider Sum Assured upfront if diagnosed with of any of the specified critical illnesses

    DOWNLOAD
  • icon

    HDFC Life Protect Plus Rider

    UIN: 101B016V01

    Get protected with a proportion of Rider Sum Assured in case of accidental death or partial/total disability due to accident or diagnosed with Cancer

    DOWNLOAD
Talk to Advisor

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Talk to an
Advisor right away

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We help you to choose best insurance plan based on your needs

Personal details

Years
Years

Financial details

Your Required life cover to protect your family’s future is

0

The values shown here are only for illustration. The results are generated based on the information provided. It is not intended to be and must not alone be taken as the basis for an investment decision.

Frequently Asked Questions

We’ll tell you everything you need to know about HDFC Life Click 2 Invest

1 What are the charges applicable for this plan?

HDFC Life Click 2 Invest - ULIP - an online ULIP offers a minimal charge structure as stated below:

  1. Premium Allocation Charge: Nil
  2. Policy Administration Charge: Nil
  3. Discontinuance Charge: Nil
  4. Fund Management Charge –
    • 0.80% p.a. of the fund value, charged daily for Secured Managed Fund.
    • 1.35% p.a. of the fund value, charged daily, for all other funds.
    • 0.50% p.a. of the fund value for Discontinued Policy Fund.
  5. Mortality Charge: The amount of the charge taken each month depends on your age and level of cover.

 

2 Why is this plan good for me?

HDFC Life Click 2 Invest - ULIP, lets you enjoy market linked returns along with valuable financial protection for your family. This plan has minimal Charges which help your fund value grow faster. The key features of this plan are:

1. Minimal Charge Structure

2. Choose from a range of 13 fund options

3. Premium payment options of Single Pay, 5, 6, 7, 8, 9, 10 Limited Pay or Regular Pay

4. Policy Term of 5 to 40 years

5. Tax exemption under Sec 80C and Sec 10(10D) of Income Tax Act, 19613

3 What are the various fund options in this plan?

There are 14 fund options to choose from in this plan:

  1. Equity Plus Fund
  2. Diversified Equity Fund
  3. Blue Chip Fund
  4. Opportunities Fund
  5. Balanced Fund
  6. Bond Fund
  7. Conservative Fund
  8. Discovery Fund
  9. Equity Advantage Fund
  10. Secure Managed Fund
  11. Flexi Cap Fund
  12. Income Fund
  13. Midcap Momentum Fund
  14.  Nifty Alpha 30 Fund

5 What do I get at the end of the policy term?

At the end of your policy term i.e. at maturity, you will receive your Fund Value.

6 For how many years can I stay invested in this plan?

You can choose a policy term of 5 years to 40 years under this plan.

7 What will my family receive in case of my unfortunate demise?

In case of the Life Assured's unfortunate demise, we will pay to the nominee the highest of the following:

1. Sum Assured

2. Fund Value

3. 105% of the premium(s) paid.

8 Can I terminate my policy?

You can surrender you policy subject to a lock in period of 5 years. No discontinuance charge is charged in this policy. Please refer to product brochure for more details on discontinuance of premiums and surrender of policy.

9 Can I do a partial withdrawal from my fund?

You can withdraw money from your funds to meet any future financial emergencies. Lump sum partial withdrawals1 can be made from your funds after 5 complete policy years, provided the Life Assured is at least 18 years of age.The partial withdrawals shall not be allowed which would result in termination of the policy .

10 Is there a loan facility in my policy?

No policy loans are available for this product.

11 What is a settlement option?

Under settlement option, you can also take your fund value at maturity in periodical installments1.

Disclaimer:

1. Please refer to section under settlement option in product brochure for more details

12 What is the limited mode of premium pay?

A limited premium payment policy requires you to pay premiums for a term lesser than your policy term.

13 Can I buy more than one policy?

You can buy more than one policy subject to successful underwriting.

14 Are there medicals involved to buy this plan?

Yes. The list of medical tests required is on case to case basis.

15 How is the Fund Value calculated?

Fund Value will be calculated by multiplying balance units in your fund by the then prevailing NAV price.

16 What is the minimum premium that needs to be paid?

Minimum premium amounts for various premium payment frequencies are as follows:

1. Single: ₹ 24,000

2. Annual: ₹ 12,000

3. Half Yearly: ₹ 6,000

4. Quarterly: ₹ 3,000

5. Monthly: ₹  1,000

17 I am a NRI. Can I Invest in this plan?

NRIs can invest in this plan by filling a mandatory NRI questionnaire.

18 What is the frequency in which I can invest my money?

Single, Annual, Half-yearly, Quarterly or Monthly

19 What is the maximum amount I can invest?

There is no limit on maximum amount that you can invest in this plan, subject to underwriting.

20 What are the key features of this plan?

HDFC Life Click 2 Invest - ULIP offers:

1. Minimal Charge Structure

2. Premium payment options of Single Pay, 5,6,7,8,9,10 Limited Pay or Regular Pay

3. Policy Term of 5 to 40 years

4. 13 Fund options

5. Wide entry age range from 0(30 days) to 65 years

21 Is there any protection cover in this plan?

Yes. In case of the Life Assured's unfortunate demise, we will pay to the nominee the highest of the following:

1. Sum Assured,

2. Fund Value,

3. 105% of the premium(s) paid.



22 Can I surrender this policy?

Yes you can surrender your policy. Once you surrender your policy, your risk cover will cease and surrender benefit will be paid out depending upon the year in which the policy is surrendered. Please refer to product brochure for more details.

The Unit Linked Insurance products do not offer any liquidity during the first five years of the contract. The policyholders will not be able to surrender/withdraw the monies invested in Unit Linked Insurance Products completely or partially till the end of fifth year.

HDFC Life Click 2 Invest - ULIP (UIN: 101L100V05) a Unit Linked Non-Participating Individual Life Insurance Plan. Life insurance coverage is available in this product.

Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. The premium paid in Unit Linked Life Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors influencing the capital market and the insured is responsible for his/her decisions. HDFC Life Insurance Company Limited is only the name of the Insurance Company, HDFC Life is only the name of the brand and HDFC Life Click 2 Invest - ULIP (UIN: 101L100V05)is only the name of the unit linked life insurance contract. The name of the company, name of the brand and name of the contract does not in any way indicate the quality of the contract, its future prospects or returns. Please know the associated risks and the applicable charges, from your insurance agent or the intermediary or policy document of the insurer. The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns.

  1. Partial withdrawals can be made from your Funds after completion of 5 policy years, provided the Life Assured is at least 18 years of age.
  2. Tax exemption under Sec 80C and Sec 10(10D) of Income Tax Act, 1961

ARN: PP/07/24/13250