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Age Charge

10 1.4
11 1.4
12 1.4
13 1.4
14 1.4
15 1.4
16 1.4
17 1.45
18 1.5
19 1.5
20 1.55
21 1.6
22 1.6
23 1.6
24 1.65
25 1.65
26 1.7
27 1.75
28 1.8
29 1.85
30 1.95
31 2.05
32 2.2
33 2.35
34 2.5
35 2.75
36 2.95
37 3.2
38 3.5
39 3.85
40 4.2
41 4.6
42 5.1
43 5.6
44 6.2
45 6.85
46 7.55
47 8.35
48 9.2
49 10.1
50 11.05
51 12.1
52 13.2
53 14.4
54 15.75
55 17.25
56 18.85
57 20.55
58 22.4
59 24.6
60 27.1
61 29.9
62 33
63 36.45
64 40.25
65 44.45
66 49.05
67 54.35
68 60.05
69 66.25
Net Fund at Probable
Basic Data Yr
Age of
LA
Prem
Paid
Life Cover AB
Allocation Mortality & Adm
Charge AB Chrg Ch.
the
Beginning
NAV
Growth
Fund Value
at End
Death Benefit
with AB
Surrender
Value*

Age 51 1 51 0 120000 120000 2880 1512 720 -5112 13.38 -6837 233163 -6837
Mode Yly 2 52 0 120000 120000 600 1512 300 -9249 16.75 -11583 228417 -11583
Yly Prm : 24000 3 53 0 120000 120000 600 1512 309 -14004 20.13 -16826 223174 -16826
SA 120000 4 54 120000 120000 600 1512 318 -19256 23.50 -22486 217514 -22486
MIN SA MAX SA 5 55 120000 120000 600 1512 328 -24925 26.88 -28505 211495 -28505
120000 120000 6 56 120000 120000 600 1512 338 -30955 30.25 -34842 205158 -34842
AB Yes 7 57 120000 120000 600 1512 348 -37302 33.63 -41464 198536 -41464
ABSA 120000 8 58 120000 120000 600 1512 358 -43934 37.00 -48344 191656 -48344
Heighest NAV 37 9 59 120000 0 0 120000
Projection BP-Rsk 10 60 120000 0 0 120000

Present NAV 10 Licence expired… Please Contact .. +919977287137 ..+919433721891 for renewal..
ROI Err:523 IF BIMA PLUS RISK FUND NAV MOVEMENT IS PROJECTED IN WEALTH PLUS, WE FIND THAT
Yr. FUND MAX. 55
Stock market movements are End VAL. NAV
volatile and very unpredictable. For 2003 0 22.1134 APPX. FUND 50
common men, this uncertainty is 2004 -2412 22.4977 ON 45
not acceptable. At the same time, 2005 -2421 26.3792 MATURITY 40
Stock Market, as an asset class, WILL BE
2006 -2430 38.9064
can provide highest possible 2007 -2440
CALCULATE
48.7380 D ON MAX.
35
return. To solve this dichotomy,
LIC of India presents “WEALTH
2008 -2450 50.3579 NAV. 30
PLUS”, a plan where highest NAV 2009 -2460 52.1250 25
only is used to calculate the 2010 -2470 53.2247
20
maturity value. In other words, 2010 0 47.28 0
even if NAV goes down at a 15
subsequent days, only the 2010 Maturity Value -9835
10
HIGHEST NAV is considered on
maturity. in x g in x g in x g in x g in x g in x g in x g in x g in g x
-M -Ma -Av -M -Ma -Av -M -Ma -Av -M -Ma -Av -M -Ma -Av -M -Ma -Av -M -Ma -Av -M -Ma -Av -M -Av -Ma
02 02 02 03 03 03 04 04 04 05 05 05 06 06 06 07 07 07 08 08 08 09 09 09 10 10 10
Prepared on 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20
In other words, if Wealth Plus had been introduced in 2002 (8 years ago), and had performed as Bima Plus (another ULIP of LIC of India), the performance would
Wednesday, December 08, 2021 have been as given above. Clearly it shows that, irrespective of the volatility, the peak NAV is higher.
Please contact:
Mobile: For Internal Circulation Only…. Insurance is Subject matter of solicitation
BP-Rsk 3 IF BIMA PLUS RISK FUND NAV M
Minium-10 11.6939 Min-02 2002-Min 11.4054 RISK
High-10 14.2055 Max-02 2002-Max 14.2055
Average-10 12.6824 Avg-02 2002-Avg 12.6103
Minium-11 13.4254 Min-03 2003-Min 13.4254
High-11 22.1134 Max-03 2003-Max 22.1134
Average-11 16.85343 Avg-03 2003-Avg 16.8534 55
Minium-12 16.1081 Min-04 2004-Min 16.1081 50
High-12 22.4977 Max-04 2004-Max 22.4977 45
Average-12 19.40455 Avg-04 2004-Avg 19.4046 40
Minium-13 19.8945 Min-05 2005-Min 19.8945 35
High-13 26.3792 Max-05 2005-Max 26.3792 30
Average-13 22.53643 Avg-05 2005-Avg 22.5364 25
Minium-14 25.7287 Min-06 2006-Min 25.7287 20
High-14 38.9064 Max-06 2006-Max 38.9064 15
Average-14 30.72496 Avg-06 2006-Avg 30.7250 10
Man-15 35.3518 Min-07 2007-Min 35.3518 in ax vg in ax vg in ax vg in
2-M -M2-A 3-M -M3-A 4-M -M4-A 5-M -M
High-15 48.738 Max-07 2007-Max 48.7380 0 0 0 0 03 0 0 04 0 0 05 0
2
Average-15 40.62926 Avg-07 2007-Avg 40.6293 20 20 20 20 20 20 20 20 20 20 20 20
Minium-16 29.7764 Min-08 2008-Min 29.7764
High-16 50.3579 Max-08 2008-Max 50.3579
Average-16 39.08849 Avg-08 2008-Avg 39.0885
Minium-17 29.9895 Min-09 2009-Min 29.9895
High-17 52.125 Max-09 2009-Max 52.1250
Average-17 41.24995 Avg-09 2009-Avg 41.2500
2010-Min 52.1827
2010-Avg 52.71397
2010-Max 53.2247
Secured
Secured Min Max Avg 2002-Min 11.2857
2002 11.2857 13.6366 12.43703 2002-Max 13.6366
2003 13.2785 18.084 15.06308 2002-Avg 12.4370
2004 13.8292 17.5613 16.11799 2003-Min 13.2785
2005 16.1164 18.4715 17.09594 2003-Max 18.0840
2006 18.4715 22.993 20.53576 2003-Avg 15.0631
2007 21.4027 24.9721 23.16938 2004-Min 13.8292
2008 22.2191 25.2265 23.93192 2004-Max 17.5613
2009 23.2466 29.4451 26.3225 2004-Avg 16.1180
Balance Min Max Avg 2005-Min 16.1164
2002 10.8343 12.8903 11.75253 2005-Max 18.4715
2003 12.3532 18.9419 14.51697 2005-Avg 17.0959
2004 13.7185 18.9419 16.13762 2006-Min 18.4715
2005 17.1892 20.8882 18.7749 2006-Max 22.9930
2006 20.8335 28.2157 23.59593 2006-Avg 20.5358
2007 25.3714 33.1871 28.80499 2007-Min 21.4027
2008 25.1071 34.0927 29.19646 2007-Max 24.9721
2009 25.8014 36.6368 31.08201 2007-Avg 23.1694
Risk Min Max Avg 2008-Min 22.2191
2002 11.4054 14.2055 12.61033 2008-Max 25.2265
2003 13.4254 22.1134 16.85343 2008-Avg 23.9319
2004 16.1081 22.4977 19.40455 2009-Min 23.2466
2005 19.8945 26.3792 22.53643 2009-Max 29.4451
2006 25.7287 38.9064 30.72496 2009-Avg 26.3225
2007 35.3518 48.738 40.62926 2010-Min 29.4785
2008 29.7764 50.3579 39.08849 2010-Avg 29.568267
2009 29.9895 52.125 41.24995 2010-Max 29.6868

01.01.2010 29.4785 36.5768 52.1827


02.01.2010 29.4785 36.5768 52.1827
03.01.2010 29.4785 36.5768 52.1827
04.01.2010 29.4785 36.5768 52.1827
05.01.2010 29.6868 37.0775 53.2247
06.01.2010 29.6868 37.0775 53.2247
07.01.2010 29.6868 37.0775 53.2247
08.01.2010 29.57 36.9993 53.0104
09.01.2010 29.57 36.9993 53.0104
IF BIMA PLUS RISK FUND NAV MOVEMENT IS PROJECTED IN WEALTH PLUS, WE FIND THAT

55
50
45
40
35
30
25
20
15
10
in ax vg in ax vg in ax vg in ax vg in ax vg in ax vg in ax vg in ax vg in vg ax
2-M -M2-A 3-M -M3-A 4-M -M4-A 5-M -M5-A 6-M -M6-A 7-M -M7-A 8-M -M8-A 9-M -M9-A 0-M0-A -M
0 0 0 0 03 0 0 04 0 0 05 0 0 06 0 0 07 0 0 08 0 0 09 0 1 1 10
2
20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20

Balance Risk
10.8343 11.4054
12.8903 14.2055
11.7525 12.6103
12.3532 13.4254
18.9419 22.1134
14.5170 16.8534
13.7185 16.1081
18.9419 22.4977
16.1376 19.4046
17.1892 19.8945
20.8882 26.3792
18.7749 22.5364
20.8335 25.7287
28.2157 38.9064
23.5959 30.7250
25.3714 35.3518
33.1871 48.7380
28.8050 40.6293
25.1071 29.7764
34.0927 50.3579
29.1965 39.0885
25.8014 29.9895
36.6368 52.1250
31.0820 41.2500
36.5768 52.1827
36.837589 52.713967
37.0775 53.2247

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