Max Life UL Life Secure Plus Fund

• The primary focus of this scheme is to protect investor wealth through investments in sovereign papers issued by the Government of India.

• Due to primarily investing in debt securities guaranteed by the Government of India. Investment risk is deemed to be low as these sovereign-backed instruments carry an implicit guarantee by the Indian government with respect to repayment of principal and interest dues.

• Direct investments in the scheme are currently not allowed and only existing investments in other Max Life UL funds can be transferred to this fund via STP method.

The portfolio of the Max Life UL Secure Plus Fund can only invest in different debt instruments such as government securities (G-Secs), money market instruments and corporate bonds. Minimum portfolio allocation towards G-Secs needs to be maintained at 60%. The remaining 40% of the portfolio can be allocated either entirely to corporate bonds or money market instruments or in a mix of either.

Note: Returns more than 1 year are CAGR returns. Above Fund Returns are after deduction of Fund Management Charges (FMC). Above returns are after deduction of Fund Management Charges (FMC) and as of 31 March, 2024. Past performance does not guarantee future returns.