HDFC Life - Click 2 Invest

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Fund Performance Over Benchmark.

Under HDFC Life Click 2 Invest-ULIP plan, you have the option to select from 10 different fund options. You can track the performance of each fund over the past 5 years. This will help you understand how these funds have performed compared to the industry standards.

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Fund vs Benchmark Performance Date of Inception : Jan 05, 2010
Period	Returns (%)	Benchmark Return (%)#
Inception	11.12%	10.66%
10 Years	12.13%	11.74%
7 Years	12.77%	12.98%
5 Years	20.66%	21.75%
3 Years	15.07%	15.38%
2 Years	16.33%	17.12%
1 Year	9.41%	9.13%
6 months	1.41%	1.54%
1 month	2.42%	2.23%

Fund vs Benchmark Performance Date of Inception : Oct 26, 2023
Period	Returns (%)	Benchmark Return (%)#
Inception	28.81%	22.23%
10 Years	N.A.	N.A.
7 Years	N.A.	N.A.
5 Years	N.A.	N.A.
3 Years	N.A.	N.A.
2 Years	N.A.	N.A.
1 Year	9.49%	8.05%
6 months	0.40%	0.51%
1 month	3.13%	3.50%

Fund vs Benchmark Performance Date of Inception : Jan 05, 2010
Period	Returns (%)	Benchmark Return (%)#
Inception	14.07%	13.99%
10 Years	14.49%	15.85%
7 Years	14.72%	17.20%
5 Years	26.93%	34.04%
3 Years	20.97%	26.62%
2 Years	24.24%	30.41%
1 Year	10.43%	11.05%
6 months	0.00%	1.82%
1 month	5.56%	6.09%

Fund vs Benchmark Performance Date of Inception : Sept 08, 2010
Period	Returns (%)	Benchmark Return (%)#
Inception	9.80%	9.62%
10 Years	9.76%	10.18%
7 Years	10.36%	11.00%
5 Years	15.11%	15.66%
3 Years	12.23%	12.70%
2 Years	13.17%	13.72%
1 Year	10.00%	9.64%
6 months	2.72%	3.21%
1 month	1.68%	1.71%

Fund vs Benchmark Performance Date of Inception : July 01, 2014
Period	Returns (%)	Benchmark Return (%)#
Inception	13.82%	11.67%
10 Years	13.89%	11.74%
7 Years	13.73%	12.98%
5 Years	21.94%	21.75%
3 Years	15.77%	15.38%
2 Years	17.22%	17.12%
1 Year	9.48%	9.13%
6 months	1.41%	1.54%
1 month	2.37%	2.23%

Fund vs Benchmark Performance Date of Inception : Jun 23, 2014
Period	Returns (%)	Benchmark Return (%)#
Inception	7.18%	8.22%
10 Years	6.63%	7.84%
7 Years	6.95%	8.03%
5 Years	5.44%	6.54%
3 Years	7.68%	8.68%
2 Years	8.01%	8.61%
1 Year	10.28%	10.42%
6 months	5.65%	5.72%
1 month	0.85%	0.93%

Fund vs Benchmark Performance Date of Inception : Feb 07, 2019
Period	Returns (%)	Benchmark Return (%)#
Inception	17.59%	14.93%
10 Years	N.A.	N.A.
7 Years	N.A.	N.A.
5 Years	24.49%	22.70%
3 Years	18.23%	16.12%
2 Years	20.76%	18.73%
1 Year	9.33%	7.70%
6 months	0.78%	1.01%
1 month	3.20%	2.54%

Fund vs Benchmark Performance Date of Inception : Sep 03, 2018
Period	Returns (%)	Benchmark Return (%)#
Inception	23.11%	17.05%
10 Years	N.A.	N.A.
7 Years	N.A.	N.A.
5 Years	34.59%	34.04%
3 Years	23.83%	26.62%
2 Years	28.96%	30.41%
1 Year	13.92%	11.05%
6 months	2.38%	1.82%
1 month	5.82%	6.09%

Fund vs Benchmark Performance Date of Inception : Mar 17, 2025
Period	Returns (%)	Benchmark Return (%)#
Inception	N/A	N/A
10 Years	N/A	N/A
7 Years	N/A	N/A
5 Years	N/A	N/A
3 Years	N/A	N/A
2 Years	N/A	N/A
1 Year	N/A	N/A
6 months	N/A	N/A
1 month	N/A	N/A

Fund vs Benchmark Performance Date of Inception : May 15, 2025
Period	Returns (%)	Benchmark Return (%)#
Inception	N/A	N/A
10 Years	N/A	N/A
7 Years	N/A	N/A
5 Years	N/A	N/A
3 Years	N/A	N/A
2 Years	N/A	N/A
1 Year	N/A	N/A
6 months	N/A	N/A
1 month	N/A	N/A

^ Data as of 30th May, 2025

Past Performance is not indicative of future performance of the fund.

Top performing NAVs

Latest NAV as of 24th Sep, 2015

4 EASY STEPS TO START YOUR INVESTMENT PLAN

1Enter amount you want to invest.
2View your risk tolerance
3View Customized Plan
4Payment

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FAQs

Q1. What are the charges applicable in this plan?

HDFC Life Click 2 Invest - ULIP offers a minimal charge structure as stated below:
1. Premium Allocation Charge: Nil
2.Policy Administration Charge: Nil
3. Discontinuance Charge: Nil
4. Fund Management Charge: 1.35% p.a. of the fund value, charged daily
5. Mortality Charge: The amount of the charge taken each month depends on your age and level of cover.

In addition, only if you request for partial withdrawal, fund switch and premium redirection a charge of Rs 250 per request or a reduced charge of Rs 25 per request (if executed through the company's web portal) will be charged. First 4 partial withdrawals, 4 fund switches and 4 premium redirections in a policy year are free.
Q2. What are the features of this plan?

HDFC Life Click 2 Invest - ULIP offers:
1. Minimal Charge Structure
2. Premium Payment Term options of single/ 5 pay/ 7 pay and regular pay
3. Policy Term of 10 to 20 years
4. 10 Fund options
5. Wide entry age range from 30 days to 65 years
Q3. What do I get at the end of the policy term?

At the end of your policy term i.e. at maturity, you will receive your Fund Value.
Q4. Are there medicals involved to buy this plan?

Yes. The list of medical tests required is on case to case basis.
Q5. Can I save tax by investing in this policy?

Premiums paid by an individual or HUF under this plan are eligible for tax benefits under Section 80C of the Income Tax Act, 1961, subject to the conditions/ limits specified therein. Under Section 10 (10D) of the Income Tax Act, 1961, the benefits received from this policy are exempt from tax, subject to the conditions specified therein. However Section 10 (10 D) benefit is not applicable in case of Single Premium payment. Please note that the above mentioned benefits are as per the current tax rules. Your tax benefits may change if the tax rules are changed. You are requested to consult your tax advisor
Q6. How is the Fund Value calculated?

Fund Value will be calculated by multiplying balance units in your fund by the then prevailing NAV price.
Q7. Can I terminate my policy or partially withdraw from my fund?

You can surrender you policy subject to a lock in period of 5 years. No discontinuance charge is charged in this policy. Please refer to product brochure for more details on discontinuance of premiums and surrender of policy.

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1-Day Claim Settlement

is available for the following:

. . . . . . . . . . . . . . . . . .

Cumulative claim amount on all policies up to ₹2 crores
1 day claim settlement is exclusively available for policies bought online
Claim does not require field investigation
All requisite documents^# submitted by the nominee before 3 PM on a working day at HDFC Life branches. Intimations beyond 3 PM will be taken up the next business day
HDFC Life will pay an interest^{^} on your death claim amount for every day of delay beyond one working day

T&C Apply

1) For all claims^* fulfilling above mentioned conditions, provided we receive all the required documents, the claim will be processed within one working day and decision will be communicated accordingly. 2) Investigation / Open title / Rival / Court involved Claims are excluded. 3) Policy duration at the time of event is at least >=3 years. 4) Saturday, Sunday, public festivals and non-NAV days (for ULIP) are excluded (not treated as a working day)
^Interest rate would be at 6.25%per annum.

#Documentation Details

Claim form, Nominee photograph, Pan card copy, Identity and Address proof of nominee. (If nominee is minor, documents of appointee to be submitted). Death certificate issued by competent authority for death registrations. Medical cause of death certificate. Cancelled cheque/copy with the name of nominee/appointee mentioned on it as per the passbook of the nominee/appointee. Past & current complete medical records including discharge/death summary, indoor case papers, investigation reports, consultation notes. In case of an accidental death, additional documents will be required. Post Mortem Report, Panchnama, Police Inquest report, First/Final Information report, Viscera/Chemical Analysis report.

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Fund Performance Over Benchmark.

4 EASY STEPS TO START YOUR INVESTMENT PLAN

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Fund Performance versus Benchmark##

Fund Performance Projection##

Claim Settlement Ratio ( Percentage and average claim settlement time )

Fund Performance versus Benchmark^##

Fund Performance Projection^##

Claim Settlement Ratio
( Percentage and average claim settlement time )