Podcast
Questions and Answers
What is the fund type of Emerging Leaders fund?
What is the fund type of Emerging Leaders fund?
- Debt Fund
- Balanced Fund
- Liquid Fund
- Equity Fund (correct)
What is the Segregated Fund Index Number (SFIN) of India Multi-Cap Equity Fund?
What is the Segregated Fund Index Number (SFIN) of India Multi-Cap Equity Fund?
- ULIF02020/12/17EMLEDEQFND136
- ULIF01816/08/16IMCAPEQFND136 (correct)
- ULIF02218/03/24MIDMIEQFND136
- ULIF00607/01/10EQUTYIIFND136
Which of the following funds is classified as a Balanced Fund?
Which of the following funds is classified as a Balanced Fund?
- Balanced Plus Fund (correct)
- Large Cap Advantage Fund
- Growth Plus Fund
- Midcap Momentum Growth Index Fund
What is the type of fund that Liquid Fund is classified as?
What is the type of fund that Liquid Fund is classified as?
Which of the following funds has a SFIN of ULIF02109/06/20LARCPADFND136?
Which of the following funds has a SFIN of ULIF02109/06/20LARCPADFND136?
Where can you access the value of your policy wise units and fund wise NAV?
Where can you access the value of your policy wise units and fund wise NAV?
What is the type of fund that Debt Fund is classified as?
What is the type of fund that Debt Fund is classified as?
Which of the following funds has a SFIN of ULIF00409/07/08INDEBTFUND136?
Which of the following funds has a SFIN of ULIF00409/07/08INDEBTFUND136?
What is the type of fund that Midcap Momentum Growth Index Fund is classified as?
What is the type of fund that Midcap Momentum Growth Index Fund is classified as?
Which of the following funds has a SFIN of ULIF00514/07/08LIQUIDFUND136?
Which of the following funds has a SFIN of ULIF00514/07/08LIQUIDFUND136?
What is the term used to refer to both Source STO Fund and Target STO Fund together?
What is the term used to refer to both Source STO Fund and Target STO Fund together?
What is the minimum Premium Payment Term (PPT) for which the switching of funds takes place?
What is the minimum Premium Payment Term (PPT) for which the switching of funds takes place?
What is the purpose of switching funds from Source STO Fund to Target STO Fund?
What is the purpose of switching funds from Source STO Fund to Target STO Fund?
What is the frequency of switching funds from Source STO Fund to Target STO Fund?
What is the frequency of switching funds from Source STO Fund to Target STO Fund?
What determines the percentage of units to be switched from Source STO Fund to Target STO Fund?
What determines the percentage of units to be switched from Source STO Fund to Target STO Fund?
Which of the following is NOT a Target STO Fund?
Which of the following is NOT a Target STO Fund?
What is the maximum percentage of units switched from Source STO Fund to Target STO Fund in a policy month?
What is the maximum percentage of units switched from Source STO Fund to Target STO Fund in a policy month?
What happens to the units in the Source STO Fund when they are switched to the Target STO Fund?
What happens to the units in the Source STO Fund when they are switched to the Target STO Fund?
What happens to the policy in the event of a claim for death being admitted by the insurer?
What happens to the policy in the event of a claim for death being admitted by the insurer?
Which of the following charges will continue to be deducted from the unit account until the Maturity Date?
Which of the following charges will continue to be deducted from the unit account until the Maturity Date?
In which fund will the premiums funded by the insurer be invested?
In which fund will the premiums funded by the insurer be invested?
What is the percentage of Loyalty Addition for Emerging Leaders Equity Fund, India Multi Cap Equity Fund, Midcap Momentum Growth Index Fund, Equity II Fund, Growth Plus Fund, and Balanced Plus Fund?
What is the percentage of Loyalty Addition for Emerging Leaders Equity Fund, India Multi Cap Equity Fund, Midcap Momentum Growth Index Fund, Equity II Fund, Growth Plus Fund, and Balanced Plus Fund?
What happens to the loyalty additions if the policy is in discontinuance or reduced paid-up state?
What happens to the loyalty additions if the policy is in discontinuance or reduced paid-up state?
What is the percentage of Loyalty Addition for Large Cap Advantage Fund, Debt Fund, and Liquid Fund?
What is the percentage of Loyalty Addition for Large Cap Advantage Fund, Debt Fund, and Liquid Fund?
What will happen to the fund value at maturity?
What will happen to the fund value at maturity?
When will the Premium Funding Benefit cease?
When will the Premium Funding Benefit cease?
Study Notes
Fund Details
- The table displays fund details, including name, initial fund allocation, number of units, NAV, and amount.
- Funds listed include Emerging Leaders Equity Fund, India Multi-Cap Equity Fund, Midcap Momentum Growth Index Fund, Equity II Fund, Growth Plus Fund, Balanced Plus Fund, Large Cap Advantage Fund, Debt Fund, and Liquid Fund.
Segregated Fund Index Number (SFIN)
- Each fund has a unique SFIN number.
- SFIN numbers are listed for each fund, including Emerging Leaders Equity Fund, India Multi-Cap Equity Fund, Midcap Momentum Growth Index Fund, and others.
STO Funds
- Source STO Fund and Target STO Fund are referred to as "STO Funds".
- Source STO Fund consists of Liquid Fund, and Target STO Fund consists of Equity II Fund, India Multi-Cap Equity Fund, Emerging Leaders Equity Fund, or Large Cap Advantage Fund.
- For policies with a premium payment term (PPT) greater than or equal to 10 years, the fund value available in the Source STO Fund at the beginning of each month will be switched to the Target STO Fund.
Premium Funding Benefit (PFB)
- PFB is applicable under the plan option only.
- In the event of a death claim, the policy will continue to be kept in-force by funding all future premiums as and when due from the date of death until the end of the premium payment term.
- All charges except mortality charges and PFB charges will continue to be deducted from the unit account until the maturity date.
- Loyalty additions will not be added to the unit-linked fund(s) if the policy is in discontinuance or reduced paid-up state.
Loyalty Additions
- Loyalty additions are applicable to certain funds, including Emerging Leaders Equity Fund, India Multi-Cap Equity Fund, and others.
- Loyalty additions are 0.50% for some funds and 0.25% for others.
- Loyalty additions will not be added to the unit-linked fund(s) if the policy is in discontinuance or reduced paid-up state.
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Description
This quiz covers the details of various mutual funds, including their names, initial allocations, number of units, NAV, and amounts. It also includes SFIN numbers for each fund.
