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*The output generated through calculator are on the basis of the data inputted by you and is being provided to you solely for your reference purpose and not to be construed as investment advice. Please seek independent advice from your insurance consultant before making any investment decisions. While proper caution has been taken in designing this calculator, Bajaj Life Insurance Limited. assumes no liability for the accuracy of the information and data provided in this tool.

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Hurry! Limited Period Opportunity. New Fund @₹10 NAV** Closes In –

Why Bajaj Life Opportunities Fund? Why Bajaj Life Opportunities Fund?
Zero GST# + New Fund Offer @₹10 NAV**
Investment Calculator*

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Why Bajaj Life Opportunities Fund?

The Bajaj Life Opportunities Fund is designed to capture high-potential growth across the Indian economy by identifying market-cap-agnostic opportunities. By combining a multi-engine approach with active stock selection, the fund aims to deliver superior risk-adjusted returns by pivoting between steady compounders and high-alpha special situations.

▸Multi-Stage Growth Engine
Utilizes four distinct strategic engines to capture value from established leaders, emerging winners, and tactical cyclical shifts.

▸All-Season Appeal
Designed for long-term investors seeking a core equity holding that can adapt to different market cycles and volatility levels.

▸Diverse Opportunity Set
Strategically diversified across sectors and market caps, including special situations and mispriced turnaround ideas.

1. Expansive Investment Universe
✓ Access to a vast universe of stocks across the Indian market, providing the flexibility to identify winners beyond standard index heavyweights.
✓ This broad reach allows the fund to remain agile, capitalizing on emerging alpha stories while maintaining a foundation in high-quality estab- lished businesses.

2. Market Cap Agnostic Strategy
✓ Combines top-down macroeconomic analysis with rigorous bottom-up stock selection to identify the best opportunities regardless of compa- ny size.
✓ This flexible approach allows the fund to invest where growth potential is highest, shifting within market caps.

3. Investment Insight

The Indian opportunity story is evolving rapidly, driven by structural reforms and economic expansion. This fund is positioned to capture this transformation through a diversified, high-conviction portfolio that targets both consistent compounders and opportunistic alpha generators.

Opportunities Fund: Four-Engine approach to finding alpha across market caps

  1. Established Compounders (Large-Cap Leaders)
    Targets high-quality large companies with strong competitive moats, consistent cash flows, and visible earnings.
  2. Cyclical & Thematic Opportunities
    Companies benefiting from economic cycles, policy shifts, capex revival, or sectoral tailwinds.
  3. Emerging Winners (Mid-Cap Growth Stories)
    Mid-sized companies entering their high-growth phase or undergoing business transformation.
  4. Special Situations & Mispriced Ideas
    Targets stock-specific price-to-fundamental disconnects where the best returns come from change-driven events.

Strategic Framework for Sector Preference

The Bajaj Life Opportunities Fund leverages 4-engine framework to identify high-potential investment opportunities and sector preferences :

✓ Disciplined & Dynamic Allocation: We utilize a disciplined sector allocation approach with the flexibility to adjust focus across sectors as market conditions evolve.

✓ Optimal Positioning: Our dynamic approach ensures optimal positioning for long-term value creation by capturing emerging opportunities and aligning preferences with evolving consumer trends.

✓ Strategic Focus: Current positioning emphasizes sectors that offer a balance of near-term catalysts and long-term structural growth, spe-
cifically targeting those with:

  • ▸Strong earnings visibility
  • ▸ Reasonable valuations
  • ▸ Sustainable competitive advantages

Why Opportunities Fund vs Pure Large or Pure Mid Cap Fund ?

The core idea - Pure Large Cap and Pure Midcap funds each solve only half the investor problem.

The Opportunities Fund is designed to solve both — by combining stability and growth in one actively managed portfolio.

IdentifiersPure Large Cap FundPure Midcap FundOpportunities Fund (Large + Mid)
Primary StrengthStability, liquidityHigher growth potentialStability and growth
Typical RiskLower volatility, but limited upsideHigher volatility, drawdownsBalanced risk through diversification
Market DependenceWorks best in defensive phasesWorks best in strong bull cyclesDesigned for all market regimes
Investor ExperienceSteady but can feel slowExciting but emotionally taxingSmoother journey with higher upside potential
Portfolio FlexibilityLowLowHigh – active rotation across caps
Return DriversFew large leadersSelect fast growersMultiple opportunity engines

The Opportunities Fund removes that burden by staying invested in both — and actively tilting toward wherever risk-adjusted returns look better.

A Balanced Fit: Stability of Large-Caps with high- Growth from Mid-Caps

Stability of Large Caps with High Growth from Mid Caps

 

▸Nifty 100 (Large Cap), Nifty Mid Cap 150 & Nifty Large–Mid Cap 250 Index delivered, 13%, 18% & 15% CAGR return over 10 years.

▸Nifty Large –Mid Cap 250 Index outperformed pure Large Cap Index however underperformed pure Mid Cap Index, delivered balanced return (mix of both Large & Mid Cap).

Source :- NSE | Bajaj Life Research | Data as on 30 Jan 2026 | Past performance is not indicative of future performance

Capitalizing on Market-Cap Rotation: A Dynamic Flexi Cap Approach

Calendar Year Return
PeriodNifty 100 IndexNifty Mid Cap 150 IndexNifty Large & Mid Cap 250 Index
CY15-2.4%8.4%2.8%
CY163.6%5.4%4.7%
CY1731.0%54.3%42.4%
CY181.1%-13.3%-6.2%
CY1910.4%-0.3%4.9%
CY2014.9%24.4%19.7%
CY2125.0%46.8%35.7%
CY223.6%3.0%3.4%
CY2320.0%43.7%31.6%
CY2411.8%23.8%17.7%
CY259.0%5.4%7.3%

Source :- NSE | Bajaj Life Research | Past performance is not indicative of future performance.

▸Market Leadership Cycles: Historical data highlights frequent performance rotation between Large and Mid-cap indices, creating a wide return spread between the Nifty 100 and Nifty Mid Cap 150.

▸Dynamic Market Capitalization: Our fund leverages this divergence by actively shifting allocations, capturing mid-cap growth during market rallies while pivoting to large-cap stability during volatile periods.

Is This Fund Right For You ?

✓ Long-Term Capital Growth
Ideal for investors with a time horizon of five years and above, providing sufficient time to navigate market cycles and capture the full potential of high-growth investment themes

✓ Diversified Equity Exposure
Perfect for those seeking dynamic access to multiple market segments—from established large-cap leaders to emerging mid-cap win-
ners—within a single, professionally managed portfolio.

✓ Growth & Opportunity Theme
Designed for investors who want to capitalize on evolving market shifts, special situations, and mispriced ideas that offer superior return po-
tential beyond traditional index heavy weights.

✓ Risk-Agile Profile
Suited for investors with a high-risk appetite who are comfortable with equity volatility and seek to benefit from active management that tar-
gets both tactical cycles and structural transformations.

Now Available With

Bajaj Life

Future Wealth Gain IV

A Unit- linked Non- Participating Individual Life Savings Insurance Plan

Bajaj Life

Goal Assure IV

A Unit-linked Non-Participating Individual Life Savings Insurance Plan

Bajaj Life

LongLife Goal III

A Unit-linked Non-Participating Whole Life Insurance Plan

Bajaj Life

Invest Protect Goal III

A Unit-linked Non-Participating Individual Life Savings Insurance Plan

Bajaj Life

Magnum Fortune Plus III

A Unit-linked Non-Participating Individual Life Savings Insurance Plan

Bajaj Life

Goal Based Saving III

A Unit-linked Non-Participating Individual Life Savings Insurance Plan

Bajaj Life

Fortune Gain II

A Unit-linked Non Participating Individual Life Savings Insurance Plan

Bajaj Life

Smart Wealth Goal V

A Unit-linked Non-Participating Individual Life Savings Insurance Plan

Bajaj Life

GAIN

A Unit- Linked Non- Participating Individual Life Savings Insurance Plan

Bajaj Life

Supreme

A Unit- Linked Non- Participating Individual Life Savings Insurance Plan

In addition to the already existing funds, Opportunities Fund is now available with the above mentioned products. Customer has an option to choose from other available funds apart from Opportunities Fund.

Why Bajaj Life Insurance ?

Bajaj Life Insurance, one of India's leading Private Life Insurers, is committed to offering value-packed and innovative products to help you achieve your Life Goals.

99.29%

Claim Settlement Ratio~

Claim Settlement Ratio
1 Day

Get 1 Day Claim Approval%

One Day Claim Approval
AAA

Stable Rating by CARE$$

CARE Stable Rating
₹1,37,866 Cr

Assets Under Management (AUM)***

Assets Under Management (AUM)
3.47 Cr

Number of Lives Covered##

Number of Lives Covered
343%

Solvency Ratio of 343%^^^

Solvency Ratio
Claim Settlement Ratio 2024-25
Disclaimer:~Individual death claim settlement ratio FY-2024-25, as on 31 March, 2025 | %99.29% of non-investigative individual claims approved in one working day for FY 2024-25. 1 day is counted from date of intimation of claim before 3 PM on a working day (excluding Non-NAV days for ULIP) at Bajaj Life Insurance offices. 96% of non - investigative claims notified were processed within one day in FY’25 | $$For details refer to press release published by CARE | ***Asset under management (AUM) ₹1.37 lakh crore as on February, 2026 | ^^^Solvency ratio 343% as at 30 June, 2025 against IRDAI mandated 150%. As on 30 June, 2025 | ##Individual and group, as on February, 2026.
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Customer Speaks

Helpful, Best Policy
The reason to choose Bajaj Life Insurance is because of the claim settlement ratio and the easy after sales support which Bajaj Life Insurance provides. The process is speedy and the customer support provides 360 information on term insurance policy. All the term insurance variants were well explained by the Bajaj team with or without accidental death benefit and critical illness benefit.
Ankurjit Singh
5
Seamless experience
I am a happy customer who is satisfied with the after sales service. I have full trust in Bajaj Life Insurance Company.
Rahul Kumar
4.5
Great experience
Bajaj Life Insurance provides a seamless experience when it comes to buying term plan. The customer representative explained the term plan product to me in my native language and the doubts regarding Claim Settlement Ratio, Term Premium calculator, Term Plan Premium Payment terms and Exit value. I was completely unaware about the checklist to have while buying term plan but Bajaj Life Insurance made it very easy , fast & trustworthy process
Nandini Dhar
4.5
Helpful, Best Policy
Bajaj Life Insurance Policy purchase journey is quite smooth and fast for buying term plan. Health Check-up and medicals happened quickly and timely. The support team also guides me at each and every step for buying the term plan. All the term plan variants were explained by the sales team and what is recommended as per my income level.
Rajesh Kumar Dahayat
5
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Frequently Asked Questions

  • Unit-Linked Insurance Plans

1. What are the key features of ULIPs?

plus

ULIP is a life insurance product, that also comes with an option of market linked investment. ULIPs help you secure the financial future of your loved ones through the insurance component and at the same time generate long-term wealth for your financial goals. The key features[12] of unit-linked insurance plans (ULIPs) are:

  • ULIP has a lock-in period of 5 years within which you can’t withdraw funds.
  • Post the lock-in period, partial withdrawals are allowed in emergencies or financial requirements and subject to terms and conditions of the policy.
  • You can pay premiums in an annual, half-yearly, quarterly, or monthly schedule as per your affordability.
  • If you feel your portfolio is underperforming, you can reallocate your money from one fund to another.

2. What are the different types of funds under ULIPs?

plus

Unit Linked Insurance Plan allow you to secure the future of your dependants with a life insurance and meet your financial goals through a market linked investment option. When investing in a ULIP, you will be able to choose from the below fund options available[13]:

  • Debt Funds : Invests majorly in debt funds, government securities, bonds, and money market instruments.
  • Equity Funds : Invests mostly in equities and company stocks.
  • Balanced Funds : Invests in a mix of debts and equities.

3. How does a ULIP differ from traditional plans?

plus

A ULIP differs from traditional plans in terms of its market-linked features. Unlike traditional plans, ULIPs[14] invest a portion of premiums paid in market-linked funds to earn returns, with no fixed maturity benefit, have a 5-year lock-in period, allow fund switches, and enable policyholders to track their portfolio.

4. What is the difference between Sum Assured and Maturity Benefit in a ULIP?

plus

A sum assured in ULIP[15] is the life cover or the minimum assured amount payable upon the death of the life assured . The maturity benefit refers to the total return earned on maturity through the investment component of the policy.

5. What returns can I expect from a ULIP?

plus

The returns from a ULIP[13] are based on the mix of the portfolio chosen by the policyholder. Equities, or high-risk assets, may earn high returns over the long term, while debt funds or other less risky assets can fetch lower returns.

6. Are ULIPs tax-free?

plus

The maturity and death benefits are tax-free in ULIP[13] under section 10(10D) of the Income Tax Act, 1961 (subject to satisfaction of conditions mentioned therein). Additionally, annual premium payment is also subject to deductions under section 80C (in case of old tax regime).

7. How do I choose my preferred ULIP?

plus

To choose your preferred ULIP, you may focus on the following steps:

  • Identify the investment goals.
  • Choose the right amount of life insurance coverage
  • Carefully check the fund options and pick the ones that align with your investment objectives and risk appetite.
  • Research and review how your previous funds have performed in the past** of the ULIP plans
  • Understand and compare the charges associated.

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Disclaimer
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Bajaj Life Insurance Limited (Formerly known as Bajaj Allianz Life Insurance Company Limited)

BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS / FRAUDULENT OFFERS
IRDAI or its officials do not involve in activities like selling insurance policies, announcing bonus or investment of premiums. Public receiving such phone calls are requested to lodge a police complaint.

Risk Factors and Warning Statements: Bajaj Life Insurance Limited Regd. Office Address: Bajaj Insurance House, Airport Road, Yerawada, Pune - 411006. IRDAI Reg. No.: 116. CIN : U66010PN2001PLC015959 | Mail us : customercare@bajajlife.com | Call on : Customer Care Number: 020-6712 1212 | The Logo of Bajaj Life Insurance Limited is provided on the basis of license given by Bajaj Finserv Ltd. to use its “Bajaj” Logo. For more details on risk factors, terms and conditions please read sales brochure & policy document (available on www.bajajlifeinsurance.com) carefully before concluding a sale. All charges/ taxes, as applicable, will be borne by the Policyholder.

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

ULIPs are different from the traditional insurance products and are subject to the risk factors. The premium paid in ULIPs 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. Bajaj Life Insurance Limited is only the name of the Life Insurance Company and Bajaj Life Future Wealth Gain IV - A Unit- linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L202V01), Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01), Bajaj Life LongLife Goal III is A Unit-linked Non-Participating Whole Life Insurance Plan (UIN:116L203V01), Bajaj Life Invest Protect Goal III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L205V01), Bajaj Life Magnum Fortune Plus III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L207V02), Bajaj Life Goal Based Saving III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN:116L206V01),  Bajaj Life Fortune Gain II- A Unit-linked Non Participating Individual Life Savings Insurance Plan (UIN- 116L196V04), Bajaj Life Smart Wealth Goal V - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L201V04), Bajaj Life GAIN -A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L213V02), Bajaj Life Supreme- A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN: 116L211V01) are only the name of the unit linked insurance contracts and 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 issued by the insurance company. 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.

Opportunities Fund is available with Bajaj Life Future Wealth Gain IV - A Unit- linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L202V01), Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01), Bajaj Life LongLife Goal III is A Unit-linked Non-Participating Whole Life Insurance Plan (UIN:116L203V01), Bajaj Life Invest Protect Goal III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L205V01), Bajaj Life Magnum Fortune Plus III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L207V02), Bajaj Life Goal Based Saving III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN:116L206V01), Bajaj Life Fortune Gain II- A Unit-linked Non Participating Individual Life Savings Insurance Plan (UIN- 116L196V04), Bajaj Life Smart Wealth Goal V - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L201V04), Bajaj Life GAIN -A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L213V02) and Bajaj Life Supreme- A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN: 116L211V01)

In addition to the already existing funds, Opportunities Fund is now available with the above mentioned products. Customer has an option to choose from other available funds apart from Opportunities Fund

#As per Government of India Notification No. 16/2025, GST is not applicable on individual life insurance policies effective 22 September 2025.

**Not available if policy issued after 16th March 2026. Past returns of a fund are not necessarily indicative of the future performance of the fund. | Please consult the financial advisor before investing

1Small Cap Fund:-

Benchmark- NIFTY SMALL CAP 100 INDEX

SFIN: ULIF08717/01/23SMALLCAPFU116 

Risk Profile: Very High

Fund Performance vs Benchmark- NIFTY SMALL CAP 100 INDEX

Period1 Month6 Month1 Year2 Years3 Years4 Years5 Years7 Years10 YearsInception
Fund0.23%-1.80%15.68%8.94%-----25.20%
Benchmark -
NIFTY SMALL CAP 100 INDEX		0.30%-1.73%15.16%2.94%-----21.16%

Returns less than or equal to 1 year are absolute. Returns greater than 1 year are compounded annualised growth rate (CAGR). Past returns of a fund are not necessarily indicative of the future performance of the fund. | Please consult the financial advisor before investing

Small Cap Fund is available with Bajaj Life Future Wealth Gain IV - A Unit- linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L202V01), Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01), Bajaj Life Invest Protect Goal III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L205V01), Bajaj Life Magnum Fortune Plus III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L207V02), Bajaj Life Goal Based Saving III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN:116L206V01), Bajaj Life Fortune Gain II- A Unit-linked Non Participating Individual Life Savings Insurance Plan (UIN- 116L196V04), Bajaj Life Smart Wealth Goal V - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L201V04), Bajaj Life GAIN -A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L213V02) and Bajaj Life Supreme- A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN: 116L211V01)

In addition to the already existing funds, Small Cap Fund is now available with the above mentioned products. Customer has an option to choose from other available funds apart from Small Cap Fund.

2Pure Stock Fund:-

Benchmark- Nifty 50 Index

SFIN: ULIF02721/07/06PURESTKFUN116

Risk Profile: Very High

Fund Performance vs Benchmark- Nifty 50 Index

Period1 Month6 Month1 Year2 Years3 Years4 Years5 Years7 Years10 YearsInception
Fund-0.93%-0.34%11.24%5.47%16.81%12.52%13.76%14.32%14.56%14.88%
Benchmark -
NIFTY 50 INDEX		-0.56%-3.08%13.80%7.03%13.32%10.65%11.61%12.86%13.67%11.56%

Returns less than or equal to 1 year are absolute. Returns greater than 1 year are compounded annualised growth rate (CAGR). Past returns of a fund are not necessarily indicative of the future performance of the fund. | Please consult the financial advisor before investing

Pure Stock Fund is available with Bajaj Life Future Wealth Gain IV - A Unit- linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L202V01), Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01), Bajaj Life LongLife Goal III is A Unit-linked Non-Participating Whole Life Insurance Plan (UIN:116L203V01), Bajaj Life Invest Protect Goal III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L205V01), Bajaj Life Magnum Fortune Plus III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L207V02), Bajaj Life Goal Based Saving III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN:116L206V01), Bajaj Life Fortune Gain II- A Unit-linked Non Participating Individual Life Savings Insurance Plan (UIN- 116L196V04), Bajaj Life Smart Wealth Goal V - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L201V04), Bajaj Life GAIN -A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L213V02) and Bajaj Life Supreme- A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN: 116L211V01)

In addition to the already existing funds, Pure Stock Fund is now available with the above mentioned products. Customer has an option to choose from other available funds apart from Pure Stock Fund

3Equity Growth Fund II:-

Benchmark- Nifty 50 Index

SFIN: ULIF05106/01/10EQTYGROW02116

Risk Profile: Very High

Fund Performance vs Benchmark- Nifty 50 Index

Period1 Month6 Month1 Year2 Years3 Years4 Years5 Years7 Years10 YearsInception
Fund-0.24%-3.11%13.13%6.19%12.64%10.46%11.25%12.65%14.04%13.09%
Benchmark -
NIFTY 50 INDEX		-0.56%-3.08%13.80%7.03%13.32%10.65%11.61%12.86%13.67%11.56%

Returns less than or equal to 1 year are absolute. Returns greater than 1 year are compounded annualised growth rate (CAGR). Past returns of a fund are not necessarily indicative of the future performance of the fund. | Please consult the financial advisor before investing

Equity Growth Fund II is available with Bajaj Life Future Wealth Gain IV - A Unit- linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L202V01), Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01), Bajaj Life LongLife Goal III is A Unit-linked Non-Participating Whole Life Insurance Plan (UIN:116L203V01), Bajaj Life Invest Protect Goal III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L205V01), Bajaj Life Magnum Fortune Plus III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L207V02), Bajaj Life Goal Based Saving III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN:116L206V01), Bajaj Life Fortune Gain II- A Unit-linked Non Participating Individual Life Savings Insurance Plan (UIN- 116L196V04), Bajaj Life Smart Wealth Goal V - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L201V04), Bajaj Life GAIN -A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L213V02) and Bajaj Life Supreme- A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN: 116L211V01)

In addition to the already existing funds, Equity Growth Fund II is now available with the above mentioned products. Customer has an option to choose from other available funds apart from Equity Growth Fund II

4Focused 25 Fund:-

Benchmark- NSE 100 Index

SFIN: ULIF09606/02/25FOCUSED25F116

Risk Profile: Very High

Fund Performance vs Benchmark- NSE 100 Index

Period1 Month6 Month1 Year2 Years3 Years4 Years5 Years7 Years10 YearsInception
Fund-0.03%4.26%-------13.06%
Benchmark -
NSE 100 INDEX		-0.02%3.58%-------9.13%

Returns less than or equal to 1 year are absolute. Returns greater than 1 year are compounded annualised growth rate (CAGR). Past returns of a fund are not necessarily indicative of the future performance of the fund. | Please consult the financial advisor before investing

Focused 25 Fund is available with Bajaj Life Future Wealth Gain IV - A Unit- linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L202V01), Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01), Bajaj Life LongLife Goal III is A Unit-linked Non-Participating Whole Life Insurance Plan (UIN:116L203V01), Bajaj Life Invest Protect Goal III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L205V01), Bajaj Life Magnum Fortune Plus III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L207V02), Bajaj Life Goal Based Saving III - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN:116L206V01), Bajaj Life Fortune Gain II- A Unit-linked Non Participating Individual Life Savings Insurance Plan (UIN- 116L196V04), Bajaj Life Smart Wealth Goal V - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L201V04), Bajaj Life GAIN -A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN:116L213V02) and Bajaj Life Supreme- A Unit- Linked Non- Participating Individual Life Savings Insurance Plan (UIN: 116L211V01)

In addition to the already existing funds, Focused 25 Fund is now available with the above mentioned products. Customer has an option to choose from other available funds apart from Focused 25 Fund

Starts ₹3,000/month- Minimum premium mentioned is applicable for Bajaj Life Goal Assure IV - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L204V01) and is subject to policy terms and conditions.

Zero LTCG tax-Subject to Section 10 (10D) conditions i.e. aggregate annual premium for ULIP policies issued on or after 1st February 2021 does not exceed Rs. 2.5 Lakhs.

10X Life Cover-  Source:  https://economictimes.indiatimes.com/investments-markets/eight-crucial-numbers-to-ensure-financial-%20success/10-times-the-annual-%20income-is-your-life-insurance/slideshow/16699748.cms . Subject to availability in Bajaj Life ULIPs. For more details on risk factors, terms and conditions please read sales brochure & policy document (available on www.bajajlifeinsurance.com ) carefully before concluding a sale.

$There are other active funds available with life cover under Bajaj Life ULIPs. For more details, please visit -https://www.bajajlifeinsurance.com/content/dam/balic-web/pdf/individual-factsheet.pdf

BLIC-OT-EC-20752/26

Bajaj Life Insurance Limited (Formerly known as Bajaj Allianz Life Insurance Company Limited).| All Rights Reserved. | IRDAI Reg. No. 116 | An ISO 9001:2015 and ISO 27001:2013 Certified IT Department

CIN: U66010PN2001PLC015959 | Registered Office Address: Bajaj Insurance House, Airport Road, Yerawada, Pune - 411006, Maharashtra

Email: customercare@bajajlife.com | Customer Care Number: 020-6712 1212

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