I read Birla Sunlife Platinum IV will invest in stocks only Rs. 92,000 if one invests 1 lakh. True?



I read Birla Sunlife Platinum IV will invest in stocks only Rs. 92,000 if one invests 1 lakh. True?
I read somewhere that Birla Sunlife Platinum IV will invest in stocks only Rs. 92,000 if one invests 1 lakh in the scheme. The rest will go as overheads or processing charges. Is this true? Are they a reliable mutual fund house? If I invest, will I end up being taken for a ride?

4 Replies to “I read Birla Sunlife Platinum IV will invest in stocks only Rs. 92,000 if one invests 1 lakh. True?”



  1. Dear,
    Any ULIP somewhat like this.not only Birla ,So that they can pay commission and other cost.
    So you can select Birla sun life mutual funds .now no entry charge.

    GOOD LUCK


  2. Hi,

    Birla Sunlife is good fund house as well as good insurance company. They have already proven in the market. The previous platinum plans such as Platinum III and Platinum II has given good returns so far. Moreover this is highest NAV guaranteed plan. You will get good return after the 10th year. Birla is also good in portfolio selection. Check valueresearchonline.com to know more about the fund house. They have lot of 5 star funds rated by Value Research. They have the best tax fund called Birla Sun Life Tax Relief 96. So you dont have to worry about the returns. They take 8% as front loading charges and hence they invest 92,000 and the stock market will easily give a return of 20% year on year if you hold for 10 years. Sensex has given a return of 22.5% over 15-20 years. Birla sun life funds have always beaten the Sensex returns. So happy investing





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