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Highest NAV Guaranteed Plans – Current NAV , Highest NAV Updates


There was a great craze of highest NAV guaranteed plan in the years of 2010 and 2011.

We have take a view of current NAVs and highest NAVs those have offered by these plans.

Plan Name Plan Launched Date Highest NAV Current NAV
Aviva wealth Protect July2010 11.952 11.233
Bajaj Allianz Max Gain Dec-2009 12.5459 11.6222
Bharti Axa True Wealth Oct-2010 10 Min NAV Guaranteed by company at maturity =12 8.1013
Birla SL Platinum Advantage fund Feb-2010 10.95 9.8399
HDFC SL Crest – Highest NAV Guaranteed Fund Sept2010 10.9828 10.2834
ICICI-Pru Pinnacle super – highest NAV Guaranteed fund Mar-2011 11.24 10.29
IDBI Federal Wealthsurance –MAXiNAV Guaranteed Fund May-2011 12.0218 11.6776
ING-Vyasa Market shield fund Dec-2010 10.9216 10.5285
LIC Wealth Plus fund Dec2010 11.0526 9.8711
LIC Samridhi Plus Dec2011 11.8001 11.0596
Reliance Life Guaranteed NAV Plan Dec2010 12.1513 12.0092
SBI Life smart Wealth Assure Mar-2011 12.2006 11.5017

Few imp notes:

  1. Possibly there are great challenging conditions ahead across all the markets whether its bond market or equity market.Bond market is also witnessing severe volatility and tough conditions for fund managers.
  2. Though highest NAVs of few companies are more than that issued nav of 10 …most of the investors are likely in the loss though highest NAV is well ahead than issued NAV. This is because of premium allocation charges ,fund management charges ,mortality charges.companies charging few charges like premium allocation charges upfront which results in allocation of less premium while few charges like mortality charges are applicable through cancellation of units which results in reduction of units.

Category: Insurance

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Information provided on this blog is for general purpose only & not investment advice.Please take advice of SEBI Registered Investment Advisors before taking any investment decision.
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