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  • Pure Stock Pension Fund II
IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICY HOLDER.

Pure Stock Pension Fund II

The investment objective of this fund is to specifically exclude companies dealing in Gambling, Contests, Liquor, Entertainment (Films, TV etc.), Hotels, Tobacco and Tobacco related Institutions.

 

SFIN No:ULIF010017/04/25PURSTK PEN2116

Fund Details
BenchmarkNifty 50 Index
Risk ProfileHigh
Face Value10
 

... Read More

 Stated (%)
Equity75-100
Bank deposits and money market instruments0-25
Total100

 

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Bajaj Allianz Life Pure Stock Pension Fund II
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Disclaimer

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 Allianz Life Insurance Company Limited is only the name of the Life Insurance Company and Bajaj Allianz Life Goal Assure II- A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN No.: 116L180V02) is only the name of the unit linked insurance contract 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.

Bajaj Allianz Life Goal Assure II - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L180V02)

**Return of Mortality Charges at Maturity (ROMC) is payable at maturity, provided all due premiums have been paid

Bajaj Allianz Life Insurance Co. Ltd. | IRDAI Reg. No. 116

Why Pure Stock Pension Fund II

Sectorial Diversification*

No sectoral restriction.

Active Fund Management

Quick reaction to market movements, thereby managing volatility & seizing opportunities.

Long Term Investment

ULIPs need longer investment horizon, with customers benefiting from the compounding returns.

Large Cap Orientation

Offers stability and long-term growth

Pure Stock Fund II - AUM Growth

Pure Stock Fund II AUM Growth

Top 10 Sectors

Top Ten Sectors

Asset and Rating Class

Asset Class

 

Rating Class

Portfolio

Company/IssuerExposure (%)

Equity

94.19%

Reliance Industries Ltd

7.45%

Infosys Ltd

4.86%

Larsen & Toubro Ltd

4.52%

Bharti Airtel Ltd

3.93%

Hindustan Unilever Ltd.

3.20%

Tata Consultancy Services Ltd

3.15%

Asian Paints Ltd

2.61%

TITAN COMPANY LIMITED

2.50%

Maruti Suzuki India Ltd

2.14%

NTPC Ltd

2.10%

UltraTech Cement Ltd

1.83%

Nestle India Ltd

1.77%

Power Grid Corporation of India Ltd

1.73%

Sun Pharmaceuticals Industries Ltd

1.58%

Tata Motors Ltd

1.54%

Dr Reddys Laboratories Ltd

1.43%

Hindalco Industries Ltd

1.43%

Coal India Ltd

1.40%

Mahindra & Mahindra Ltd

1.28%

HCL Technologies Ltd

1.28%

Godrej Consumer Products Ltd

1.26%

Ksb Limited

1.23%

Tata Steel Ltd

1.18%

Lupin Ltd

1.13%

Oil & Natural Gas Corpn Ltd

1.08%

Sapphire Foods India Limited

1.07%

Procter & Gamble Hygiene and Health Care Ltd

1.07%

ETERNAL LIMITED

1.02%

Tech Mahindra Ltd

0.99%

Varun Beverages Limited

0.97%

AVENUE SUPERMARTS LIMITED

0.90%

Axis Nifty IT ETF

0.89%

JSW Steel Ltd

0.88%

MRF Ltd

0.86%

Bayer CropScience Ltd

0.84%

Restaurant Brands Asia Limited

0.84%

Crompton Greaves Consumer Electricals Limited

0.81%

Zydus Lifesciences Ltd

0.80%

 

Company/IssuerExposure (%)

MEDPLUS HEALTH SERVICES LIMITED

0.79%

Bharat Electronics Ltd

0.73%

Wipro Ltd

0.72%

Devyani International Ltd.

0.71%

Hitachi Energy India Limited

0.69%

Sanofi India Ltd

0.68%

Apollo Tyres Ltd

0.67%

Jubilant Foodworks Ltd

0.65%

BASF India Ltd

0.65%

ICICI Prudential IT ETF

0.65%

Britannia Industries Ltd

0.64%

Larsen & Toubro Infotech Mindtree Limited

0.64%

Gland Pharma Limited

0.61%

Schaeffler India Limited

0.61%

Travel Food Services Ltd

0.59%

Aditya Birla Lifestyle Brands Limited

0.57%

AIA Engineering Ltd

0.56%

KOTAK IT ETF

0.56%

Cipla Ltd

0.55%

Bharat Petroleum Corporation Ltd

0.55%

TATA CONSUMER PRODUCTS LIMITED.

0.54%

Petronet LNG Ltd

0.52%

Swiggy Ltd

0.50%

Colgate-Palmolive (India) Ltd

0.50%

Mahanagar Gas Ltd

0.49%

Grasim Industries Ltd.

0.48%

Aurobindo Pharma Ltd

0.47%

ABB India Ltd

0.46%

Adani Ports & Special Economic Zone Ltd

0.46%

Brainbees Solutions Ltd

0.43%

Sanofi Consumer Healthcare India Ltd

0.42%

Trent Ltd

0.42%

Samvardhana Motherson International Limited

0.42%

Varroc Engineering Limited

0.41%

Marico Ltd

0.41%

Nippon India ETF Nifty IT

0.39%

The Ramco Cements Ltd

0.39%

Others

4.15%

Money Market, Deposits & Other

5.81%

Total

100%

Performance

Period2 Years3 Years4 Years5 Years10 YearsInception
Fund16.25%16.36%12.65%17.76%-12.65%
Benchmark11.96%12.98%11.94%17.46%-12.21%

Since inception returns Vs Benchmark

Fund
Return since inception
Benchmark
Return since inception
12.65%12.21%
Performance Chart

Life Insurance Guide

  • Articles

  • Calculators

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Policyholder in a ULIP Policy gets units for the premium invested. While some may choose to invest in equities

For instance, say an individual buys a life insurance policy for Rs. 50 lakhs for 20 years. If the life insured happens to die within the policy tenure

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IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS 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 Allianz Life Insurance Company Limited is only the name of the Life Insurance Company and Bajaj Allianz Life Smart Pension- A Unit -Linked, Non-Participating Individual Pension Plan (UIN- 116L209V02) is 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. For more details on risk factors, terms and conditions please read sales brochure & policy document (available on www.bajajallianzlife.com) carefully before concluding a sale.

Pure Stock Pension Fund II is available only with Bajaj Allianz Life Smart Pension- A Unit -Linked, Non-Participating Individual Pension Plan (UIN116L209V02)

In addition to other funds, Pure Stock Pension Fund II is now available with Bajaj Allianz Life Smart Pension. Customer has an option to choose from other available funds apart from Pure Stock Pension Fund II.

Please note that the fund aims to replicate the performance of benchmark index fund, subject to tracking error.

*Sectorial diversification based on fund mandate and IRDA regulation

Past returns of a fund are not necessarily indicative of the future performance of the fund. | Please consult the financial advisor before

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Please refer to BALIC Privacy Policy

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Disclaimer

Bajaj Allianz Life eTouch- A Non Linked, Non-Participating, Individual Life Insurance Term Plan (UIN: 116N172V04)

*Tax benefits as per prevailing Section 10(10D) and Section 80C of the Income Tax Act shall apply. You are requested to consult your tax consultant and obtain independent advice for eligibility before claiming any benefit under the policy.Above Tax benefit is calculated considering deduction of Rs. 150,000 and applicable tax rate of 31.20%.

~Individual Death Claim Settlement Ratio for FY 2023-2024

1Premium Holiday has to be selected at inception to avail this benefit and also depends on other policy terms & conditions


Bajaj Allianz Life Insurance Co. Ltd. | IRDAI Reg. No. 116


X
Disclaimer

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 Allianz Life Insurance Company Limited is only the name of the Life Insurance Company and Bajaj Allianz Life Goal Assure II- A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN No.: 116L180V02) is only the name of the unit linked insurance contract 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.

^Minimum premium mentioned is applicable for Bajaj Allianz Life Goal Assure II - A Unit-linked Non-Participating Individual Life Savings Insurance Plan (UIN: 116L180V02)

1Loyalty Additions are payable only for premium of  ₹ 5 Lakhs & above and wherein the Policy term is 10 years & above.


Bajaj Allianz Life Insurance Co. Ltd. | IRDAI Reg. No. 116

 

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