Page 72 - HDFC Bank | Take the cut out of your tax cut
P. 72
Disclaimer:
Mutual Funds
Disclaimer: This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be
reliable. HDFC Bank Limited (“HDFC Bank”) does not warrant its completeness and accuracy. This information is not intended as an offer or solicitation for
the purchase or sale of any financial instrument / units of Mutual Fund. Recipients of this information should rely on their own investigations and take their
own professional advice. Neither HDFC Bank nor any of its employees shall be liable for any direct, indirect, special, incidental, consequential, punitive
or exemplary damages, including lost profits arising in any way from the information contained in this material. HDFC Bank and its affiliates, officers,
directors, key managerial persons and employees, including persons involved in the preparation or issuance of this material may, from time to time, have
investments / positions in Mutual Funds / schemes referred in the document. HDFC Bank may at any time solicit or provide commercial banking, credit
or other services to the Mutual Funds / AMCs referred to herein. Accordingly, information may be available to HDFC Bank, which is not reflected in this
material, and HDFC Bank may have acted upon or used the information prior to, or immediately following its publication. HDFC Bank neither guarantees
nor makes any representations or warranties, express or implied, with respect to the fairness, correctness, accuracy, adequacy, reasonableness, viability
for any particular purpose or completeness of the information and views. Further, HDFC Bank disclaims all liability in relation to use of data or information
used in this report which is sourced from third parties. HDFC Bank House, 1 st Floor, C.S. No. 6 \ 242, Senapati Bapat Marg, Lower Parel, Mumbai 400 013.
Phone: (91)- 22-66527100, ext - 7111, Fax: (91)-22-24900983 \ 24900858
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully
before investing.
Life Insurance
Subject to change in Income Tax Laws.
The policy holder may avail of benefits are as provided under the tax laws. Tax laws are subject to change basis the amendments made from time to time.
Please contact your tax consultant for an exact calculation of your tax liabilities.
HDFC Bank Limited (“HDFC Bank”) is registered with Insurance Regulatory & Development Authority of India (IRDAI) as a Composite Corporate Agent,
IRDAI Registration No. CA0010 for distribution of Insurance Products. HDFC Bank currently has arrangement with nine insurance companies viz HDFC
Life Insurance Co. Ltd, Tata AIA Life Insurance Co. Ltd. and Aditya Birla Sun Life Insurance Co. Ltd for distribution of Life Insurance products. HDFC ERGO
General Insurance Co. Ltd, ICICI Lombard General Insurance Co Ltd and Bajaj Allianz General Insurance Co. Ltd. for distribution of General Insurance
products and Aditya Birla Health Insurance Co. Ltd., Niva Bupa Health Insurance Co. Ltd. (formerly known as Max Bupa Health Insurance Co HDFC Bank
does not underwrite the risk or act as an insurer. The insurance is underwritten by respective Insurance Companies. The contract of insurance is between
the Insurance Company and the insured only, and not between HDFC Bank and the insured. HDFC Bank is not responsible or liable for performance of
any obligations under the contract of insurance. Insurance is sold as a stand-alone product and not linked to any of the Banking products. Participation in
Insurance is purely on a voluntary basis. Purchase of Insurance is not a pre-condition of availing any of the banking products / services. Details related
to product features published in this magazine is based on the input received from insurance companies. HDFC Bank is not responsible or liable for any
omission or commission in the information shared. For more details on risk factors, product details, terms and conditions and exclusions please read the
relevant product brochure carefully before conclusion of sale.
HDFC Standard Life Insurance Company Limited. In Partnership with Standard Life plc. HDFC Life Click 2 Protect Life (UIN: 101N139V01). HDFC Life
Saral Jeevan Bima (UIN: 101N140V01). HDFC Life Sanchay Plus (UIN:101N134V09), HDFC Life Sanchay Fixed Maturity Plan (UIN: 101N142V01).
HDFC Life Classic Assure Plus (Form No 501- UIN:101N089V05), HDFC Life Super Income Plan (Form No P501-121-01 UIN:101N098V05), HDFC Life
Sanchay Par Advantage (UIN: 101N136V01). HDFC Life YoungStarUdaan (UIN:101N099V04), HDFC Life SampoornSamridhi Plus (Form No: 501 & UIN :
101N102V05), HDFC Life Personal Pension Plus (Form No P501UIN:101N091V04), HDFC Life Guaranteed Pension Plan (Form No P501 UIN:101N092V07),
HDFC Life Smart Woman Plan (Form No P501 UIN:101L082V03), HDFC Life ProGrowth Plus (Form No P501 UIN:101L081V05), HDFC SL ProGrowth
Super II (Form No P501 UIN:101L066V04), HDFC Life SampoornNivesh (Form No-501-125,UIN No-101L103V02), HDFC Life Capital Shield (Form No.
501-140, UIN:101L112V02) HDFC Life Assured Pension Plan (Form No – P501, UIN : 101L109V05), HDFC Life Easy Health (Form No:P501-136 UIN
No:101N110V02), HDFC Life Cancer Care (Form No-501,UIN:101N106V04), HDFC SL Crest (Form No: P501 UIN:101L064V03), HDFC SL YoungStar
Super Premium (Form No. P 501 UIN: 101L068V03), HDFC SL ProGrowth Flexi (Form No: 501 UIN: 101L072V05), HDFC Life New Immediate Annuity
Plan (UIN No: 101N084V22, Form No: P501), HDFC Life Uday (UIN:101N105V04, Form No. 501), HDFC Life Pragati (UIN No: 101N114V04, Form No:
501-141-01), HDFC Life Classic One (UIN:101L132V03), HDFC Life Click 2 Invest - ULIP (Form No. P501-127 UIN : 101L100V03), , Click 2 Protect
Health (UIN: 101Y115V05), Click 2 Protect Corona Kavach (UIN:101Y119V01). HDFC Life Cardiac Care (UIN 101N117V02, Form No. P501-143-01),
HDFC Life Pension Guaranteed Plan (UIN:101N118V09). HDFC Life Saral Pension (UIN: 101N141V01).
Tata AIA Life Insurance Company Limited (IRDAI Regn. No.110 • CIN: U66010MH2000PLC128403). Registered & Corporate Office: 14th Floor,
Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai – 400013. Tata AIA Life Insurance Sampoorna Raksha Supreme UIN:
110N160V02,Tata AIA Life Insurance Smart Income Plus UIN: 110N126V02, Tata AIA Life Insurance Fortune Guarantee Plus UIN: 110N158V02, Tata
AIA Life Insurance Value Income Plan UIN: 110N153V01, Tata AIA Life Insurance Gold Income Plan UIN: 110N131V01, Tata AIA Life Insurance Fortune
Maxima UIN: 110L113V02, Tata AIA Life Insurance Fortune Pro UIN: 110L112V02, Tata AIA Life Insurance Wealth Maxima UIN: 110L114V02, Tata AIA
Life Insurance Wealth Pro UIN: 110L111V02, Tata AIA Life Insurance Smart Sampoorna Raksha UIN: 110L156V01, Tata AIA Life Insurance Smart Health
Shield Plan UIN : 110N135V01. Tata AIA Life Insurance Fortune Guarantee UIN: 110N120V04 Tata AIA Life Insurance Guaranteed Return Insurance Plan
UIN: 110N152V08, Tata AIA Life Insurance Diamond Savings Plan UIN: 110N133V02, Tata AIA Life Insurance Smart Annuity Plan UIN: 110N150V05,
Tata AIA Life Insurance Saral Pension Plan UIN: 110N159V03, The respective insurance plans are not guaranteed issuance plans and will be subject to
respective insurance company’s underwriting and acceptance.
72
*Based on Retail Loan book size (excluding mortgages). Source: Annual Reports FY 20-21 and No.1 on market capitalisation based on BSE data as on 31st Dec, 2021