Our Investment Strategy
At Aviva, we believe in bringing 'prosperity' and 'peace of mind' to our customers. 'Capital preservation' and 'generation of steady returns over the long-term' are the two doctrines that underline our investment philosophy. To achieve this, we follow an extremely disciplined investment approach, entailing a stringent research process, vital for long-term investments. Our fund management philosophy is based purely on fundamentals and follows a conservative and consistent, long-term investment approach for security selection.
What We Offer
Our range of funds are designed to satisfy your risk appetite
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Funds
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Investment Objective
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Debt and Money Market
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Equity
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MidCap Fund
ULIF03323/01/2024LIFEMIDCAP122 -
To generate long term capital appreciation from a portfolio that is invested predominantly in Mid Cap Equity and Mid Cap Equity linked securities.
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0-40%
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60-100%
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Bond Fund II
ULIF01608/01/2010LIFDEBT-II122 -
To generate a steady income through investments in high quality fixed income securities
Risk Profile: Low
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100%
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Protector Fund II
ULIF02108/01/2010LIPROTE-II122 -
To provide progressive returns through higher investments in debt securities and minimum exposure to equities
Risk Profile: Low
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80-100%
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0-20%
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Balanced fund II
ULIF01508/01/2010LIBALAN-II122 -
To provide capital growth by availing opportunities in debt and equity markets while maintaining a good balance between risk and return
Risk Profile: Medium
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55-100%
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0-45%
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Growth Fund II
ULIF01808/01/2010LIGROWT-II122 -
To provide high capital growth through higher exposure to equities.
Risk Profile: High
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15-70%
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30-85%
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Enhancer Fund II
ULIF01708/01/2010LIFENHN-II122 -
To provide aggressive, long term capital growth with high equity exposure
Risk Profile: High
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0-40%
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60-100%
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PSU Fund
ULIF01608/01/2010LIFDEBT-II122 -
To generate steady returns through investment in PSU and related equities
Risk Profile: Low
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0-40%
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60-100%