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LIC's MARKET PLUS 1 BOND FUND Presentation on. Why Bond Fund? Equity Market full of ups and downs. Interest Rates are changing very fast. This trend of.

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Presentation on theme: "LIC's MARKET PLUS 1 BOND FUND Presentation on. Why Bond Fund? Equity Market full of ups and downs. Interest Rates are changing very fast. This trend of."— Presentation transcript:

1 LIC's MARKET PLUS 1 BOND FUND Presentation on

2 Why Bond Fund? Equity Market full of ups and downs. Interest Rates are changing very fast. This trend of decreasing Interest Rates to continue in near future. Market Value of High Yield Bond / Debenture will increase in the regime of falling rate of Interest. People have a fear of Stock Markets. Bond fund has consistently shown good returns. Over all better return than fixed deposit / small savings e.g. NSC/PPF/C.T.D.

3 See the difference? Previous performance is much better in comparison to other Tax Saving Instruments i.e. NSC,PPF,FD, Mutual Funds etc. Investment in Market Plus 1 expected to generate a Big Pension Corpus. One can switch over to Growth Fund, when market will become favorable. It is safe investment with no risk.

4 Eligibility Conditions Min Entry Age 18 Years Completed Max Entry Age 80 Yrs nbd Without life cover 65 Yrs nbd With Life Cover Min Deferment Pd 5 Years Min Vesting Age 40 Years Max Vesting Age 85 Yrs nbd Without Life Cover 75 Yrs nbd With Life Cover

5 Unique Features High Liquidity – Lock In Period Just 3 Years Lower Charges In Comparison To Similar products Min Allocation Charges – 3.3% For Single Premium Unlimited Top-up Fund Switching facility available (4 Switching in a year FREE.) SV Available After 3 Years – No Surrender Charges Available With and Without Life Cover AB & Critical Illness Rider Optional On Death Before Vesting - Benefit may be got in a Lump Sum or in the form of Pension or a combination of both.

6 Some Misconceptions India looses the match if Sachin scores 100 ULIP’s of Private players are better than LIC

7 Safe & Consistent Return of Bond funds PLANDate of Launch NAV (24.05.10) Market +05.07.200614.2590 Fortune +23.08.200712.5579 Profit +23.08.200712.9253 Money + 122.05.200812.8722 Market + 117.06.200811.9517 Child Fort. +01.11.200810.2960

8 Forget Misconceptions- Look at stats Statistics have shown that whenever Sachin has performed well India has won the match. Similarly statistics have shown that LIC’s ULIP’s have been good performers. Also administrative charges applicable are among the most economical compared to other insurance companies.

9 Market Plus 1-Bond Fund Portfolio Security Type (BONDS)% Holding 12.60% Tata Sons 2010 26.15 Tata Motors 13.75% NCD-05.11.2009 25.62 11.45% REC. 26.11.2010 17.15 11.15% HDFC Redm NCD 10.07.2008 17.03 12.25% NCD ADITYA BIRLA NUVO-12.12.2011 8.79 11.75% HDFC 20115.26 TOTAL100.00

10 Market Plus 1 Bond Fund has given Consistent Returns even during high volatility

11 Conclusion Invest in Bond Fund of Market Plus-1 Plan which offers Excellent Returns Comparable to Jeevan Astha Safe investment for Higher Age Group and to those averse to investment in stocks

12 Advantage LIC Highest percentage of claims settled among all life insurance companies in India.

13 Get the Double Advantage with Market Plus 1 - Bond Fund Investment Bhi + and Pension Bhi + Amid Uncertainties & Global Recession it is better to opt for investment which gives safer & higher returns.

14 Thank you


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