Mutual Fund Products |
Insurance (ULIP) Products |
One time investment and medium term in nature (i.e. just 1-3 years). |
Continuous investment and Long term in nature (5 to 10 years) |
Substitute for direct investment in shares. |
Alternate for a traditional insurance policy. |
Primary objective is capital appreciation or return on investment. |
Primary objective is life cover. |
No entry load on investment. |
Load by way of premium allocation charges, fund management charges, surrender charges etc. |
80C Tax benefits not available except for Tax Savings Schemes. |
80C tax benefits available (except for Single Premium policies) |
Better return than from ULIP (No. Risk Cover) |
Lower return than similar Mutual fund products but includes risk cover. |