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+91 9910423232
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INVESTGURU RECOMMENDATION
Best Investment Options for Retirement Planning
RETIREMENT FUND CALCULATOR
Calculate retirement fund requirement for yourself
Retirement planning comprises identification of your expenses, future cost of these expenses and fund to be created to meet these future costs. Depending upon one’s age, a suitable portfolio of various investments should be created to create the desired fund.

Tabled below are various investments suited to create retirement fund.

You may also talk to us for a personalised investment solution. Feel free to call us on +919910423232 and we shall be happy to assist you.
Regular Monthly Investment OneTime Lumpsum Investment
For Age upto 45 Years For Age 46 - 55 Years For Age 55+ Years
Mutual Fund : Growth Options
      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
MIRAE ASSET EMERGING BLUECHIP FUND - GROWTH Equity 29.32 27.68 31.32 1265068 /-
Calculate..
CANARA ROBECO EMERGING EQUITIES - GROWTH Equity 28.33 25.42 29.41 1210765 /-
Calculate..
MIRAE ASSET INDIA OPPORTUNITIES FUND - REGULAR - GROWTH Equity 22.77 17.34 21.84 1015222 /-
Calculate..
CANARA ROBECO EQUITY DIVERSIFIED - GROWTH Equity 20.70 11.52 15.39 871372 /-
Calculate..
UTI OPPORTUNITIES FUND - GROWTH Equity 12.28 8.64 13.91 841083 /-
Calculate..
* Compounded Annualized Returns More Funds ››


Mutual Fund : Debt Options
      Product Name CATEGORY 1 Yr (%) 3 Yr (%) 5 Yr (%) FUND VALUE OF RS 10,000 INVESTED PER MONTH
(5 Years)
CALC
BIRLA SUN LIFE MEDIUM TERM PLAN - REGULAR - GROWTH Debt 9.20 10.33 10.35 772107 /-
Calculate..
BIRLA SUN LIFE SHORT TERM FUND - REGULAR - GROWTH Debt 8.58 9.59 9.46 755692 /-
Calculate..
BIRLA SUN LIFE SHORT TERM OPPORTUNITIES FUND - REGULAR - GROWTH Debt 7.93 9.66 9.85 762831 /-
Calculate..
UTI SHORT TERM INCOME FUND - RETAIL - GROWTH Debt 8.18 8.94 9.22 751327 /-
Calculate..
BNP PARIBAS SHORT TERM INCOME FUND - REGULAR - GROWTH Debt 7.85 8.86 8.71 742107 /-
Calculate..
* Compounded Annualized Returns More Funds ››


Life Insurance Options
      Product Name Category SALIENT FEATURES BROCHURE
BIRLA SUNLIFE WEALTH SECURE PLAN Unit Linked
  • Whole Life coverage
  • Limited Pay term
Download Brochure
Unit Linked
Min Age 1 years
Max Age 60 years
Min Premium Rs. 20000
Min Term -
Max Term -
Min Sum Assured -
Max Sum Assured -
Maturity Benefit Fund Value
Death Benefit Sum Assured or Fund Value, whichever is higher
Riders Available
Premium Payment Options Yearly/Half yearly/Quarterly/Monthly
Investment Options 3 Investment Options
Surrender Facility Available
Loan on Policy Not Available
Partial Withdrawal Available after 5 policy years
Tax Benefit on Investment Available under section 8C of Income Tax Act
Taxation on Income Tax free under section 10(10D)
Suitability For individuals looking for regular pay policy and whole life risk cover
Pros Limited Pay Term, Whole Life Cover, Guaranteed Additions
Cons
Contact Us Application Form
Contact Us Download Brochure Disclaimer
 
BIRLA SUNLIFE WEALTH ASSURE PLAN Unit Linked
  • Wide Choice of Investment Options, Guaranteed Additions
  • Minimum Premium is Rs. 1 Lac per annum
Download Brochure
Unit Linked
Min Age 8 years
Max Age 65 years
Min Premium Rs. 100000
Min Term 10 years
Max Term 30 years
Min Sum Assured -
Max Sum Assured -
Maturity Benefit Fund Value
Death Benefit Basic Sum Assured plus Fund Value
Riders Available
Premium Payment Options Annual/Monthly
Investment Options 3 Investment Options
Surrender Facility Available
Loan on Policy
Partial Withdrawal Available
Tax Benefit on Investment Available under section 80C(subject to conditions)
Taxation on Income Taxfree under section 10(10D) (subject to conditions)
Suitability For young and middle aged individuals looking for insurance and investment in one plan
Pros Guaranteed Additions, Sum Assured plus Fund Value as Death Benefit, Wide choice of Investment Options
Cons Minimum premium to invest is 1 Lac
Contact Us Application Form
Contact Us Download Brochure Disclaimer
 
BIRLA SUNLIFE EMPOWER PENSION PLAN Unit Linked
  • Smart rebalancing of investments depending upon age
  • Low cost, market linked plan
Download Brochure
Unit Linked
Min Age 25 years
Max Age 70 years
Min Premium Rs. 18000
Min Term 5 years
Max Term 30 years
Min Sum Assured -
Max Sum Assured -
Maturity Benefit Higher of Guaranteed Vesting Benefit or Fund Value
Death Benefit Guaranteed Death Bnefit or Fund Value, whichever is higher
Riders Not Available
Premium Payment Options Annual/Half yearly/Quarterly/Monthly
Investment Options Conservative/Moderate/Aggressive
Surrender Facility Available
Loan on Policy Not Available
Partial Withdrawal Not Available
Tax Benefit on Investment Available under section 80CCC of Income Tax Act
Taxation on Income Available under section 10(10A)
Suitability For young and medium age individuals looking for creating fund for retirement
Pros Smart Investment Option rebalances the fund allocation in debtt:equity as per the age
Cons Only 1/3 portion of fund could be commuted on vesting. Mandatory to purchase pension of rest of the amount
Contact Us Application Form
Contact Us Download Brochure Disclaimer
 
More Policies ››


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Risk Factor : All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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