🛡️ LIC Plan 849 (Single Premium ULIP)

LIC Nivesh Plus Calculator

Explore LIC's premium single-premium market linked plan. Simulate compound growth at realistic CAGRs, monthly mortality charges based on Sum at Risk, upfront allocation loads, and credits for designated Guaranteed Additions.

Plan Your Market-Linked Growth
Configure your single premium investment, choosing options carefully for death cover benefits and specialized sovereign tax advantages.
30 Years Old
Min: 90 Days (Age 0)Max Allowed: 35 Years
2.00 Lakhs
Min Entry Premium: ₹1,00,000Slider Limit: ₹20 Lakhs (Can type higher)

💡 Buying online saves 1.80% in allocation charges, redirecting more capital into active market units immediately.

15 Years Term
Min Term: 10 YearsMax Term allowed: 20 Years
Equity Allocation: 80% Debt / Money Market: 20%

ℹ️ Aggressive stock exposure. Formulated for long-term wealth maximization using market equities.

Plan 849 (ULIP)

Projected Maturity Fund Value

7,24,822

100% Tax-Free (10D)at age 45
Sovereign Tax-Shield Active: By choosing Option 2 and keeping the premium under ₹2.5 Lakhs, your maturity fund value is 100% tax-free under Sec 10(10D). Premium of ₹2,00,000 is fully deductible under Section 80C.
Single Premium Paid:2,00,000
Total Death Cover (SA):20,00,000
Guaranteed Additions:+₹24,000
Estimated Wealth Gain:5,24,822 (262.4% Gain)
Section 80C Tax Savings:1,50,000 Eligible
Capital Multiplier3.62x Return

Premium Allocation Breakdown (Allocation Efficiency)

Net Capital Invested: 98.23% Upfront Charges + GST: 1.77%

*Upfront charges include a 1.50% premium allocation fee and 18% GST (amounting to ₹3,540). The rest compounds dynamically in units.

Wealth Projection Timeline & Guaranteed Additions Milestones

Hover over columns to see exact fund value milestones. Gold highlighted steps represent years where Guaranteed Additions are credited.

Yr 1Yr 5Yr 10Yr 15
Blue line: Fund Value Gold dots: Guaranteed Additions Dash: Principal Premium

Comprehensive Investor's Guide to LIC Nivesh Plus (Plan 849)

LIC Nivesh Plus (Plan 849) is a unique Single Premium, Unit Linked, Individual Life Insurance Plan (ULIP). Developed for investors seeking long-term capital appreciation along with the safety of a guaranteed life cover, Nivesh Plus eliminates recurring premium commitments by requiring only a single, lump-sum up-front payment.

Your capital compounds within your preferred choice of four high-quality funds (Growth, Balanced, Secured, or Bond). Over the policy term, LIC credits guaranteed rewards called Guaranteed Additions directly into your unit fund. These additions are calculated as a fixed percentage of your single premium, acting as an extra growth accelerator.

Unlike traditional plans, the policy's cost structure is transparent. Upfront charges are restricted to a single allocation fee, while mortality and fund management costs are deducted monthly by canceling units.

Four Active Investment Funds

  • Growth Fund (80% Equity): Leverages major indices for capital growth. Best for investors with a long-term perspective (15-25 years).
  • Balanced Fund (50% Equity): Targets inflation-beating growth while controlling downside volatility using a 50-50 equity-debt buffer.
  • Secured Fund (20% Equity): Focuses primarily on safety. Capital is mostly deployed in short-term debentures and bonds.
  • Bond Fund (0% Equity): Pure fixed-income preservation. Completely insulates capital from direct stock market fluctuations.

Plan Eligibility & Constraints

ParameterOption 1Option 2
Sum Assured Limit1.25x Premium10.00x Premium
Min / Max Entry Age90 Days to 70 Years90 Days to 35 Years
Min / Max Maturity Age18 to 85 Years18 to 50 Years
Policy Investment Term10 to 25 Years10 to 25 Years*
Minimum Single Premium₹1,00,000 (No upper limit)

*Option 2 Policy term limits vary dynamically based on entry age (Entry Age 26-30: Term is 10-20 years; Entry Age 31-35: Term is strictly 10 years).

Key Sovereign Tax Attributes

Section 80C Tax Deduction Benefit

In Option 2, the premium represents exactly 10% of the Sum Assured, granting a full up to ₹1.5 Lakhs tax deduction limit. In Option 1, since the SA is only 1.25x the premium, the deduction is capped at 12.5% of the Single Premium.

Section 10(10D) Tax Exemption

Maturity yields of Option 1 policies are fully taxable because life coverage is less than 10 times the premium. Option 2 provides tax-exempt maturity returns under Section 10(10D) (subject to ₹2.5L budget limit constraints).

Frequently Asked Questions (FAQ)