Bal Bhagyodaya (Anticipated Endowment)

12.5% market share100.0% claims settledEst. 1988

In simple terms: you pay a fixed amount each year, and at the end of the term you get your cover amount back together with the bonus the insurer adds along the way. If you are ever unable to keep paying, the plan carries on by itself and your child still receives the full amount when the term ends. A child-focused anticipated endowment plan providing maturity benefits and declared bonuses under a participating (with-profit) traditional endowment structure.

Declared bonus

Rate by policy term

Declared FY 2081/82

Policy termRate / 1,000Prev. year
5-14Rs 60
15-20Rs 60Rs 64
21-25Rs 70Rs 64
26 and aboveRs 85

Recent years

FY 2081/82
Rs 60–85/ 1,000
FY 2080/81
Rs 63–85/ 1,000
FY 2079/80
Rs 63–85/ 1,000
FY 2078/79
Rs 63–64/ 1,000
FY 2077/78
Rs 63–64/ 1,000

Bonus rates are declared annually and are not guaranteed. Past rates do not guarantee future rates.

Maturity estimator

Rs
Rs 1.00 lakhRs 2.00 crore
years

Estimated value at maturity

What's included

Key highlights

  • Child endowment plan
  • Maturity benefit with bonuses
  • Participating traditional policy

Features

  • Child-focused life insurance plan
  • Guaranteed sum at maturity plus declared bonuses
  • Traditional participating (with-profit) endowment
  • Multiple premium payment frequency options
  • Entry ages adapted for young children

What happens in each case

Each plan pays out differently depending on what happens during the term. These are the situations that matter for this kind of plan.

  1. If the insured passes away during the term

    The nominee receives the sum assured plus the bonus built up to that date, and the policy ends. Most child plans are written on the parent's life, so see the next case for how the child is protected.

    Typical for child plans — confirm the exact terms in the brochure.

  2. If the parent or guardian passes away

    Future premiums are waived and the policy continues on its own. The child still receives the full maturity amount at the set age. Many child plans also pay the child a regular income until then — the brochure states the rate.

    Typical for child plans — confirm the exact terms in the brochure.

  3. If the policy runs to maturity

    The child receives the sum assured plus the bonus built up to that date, timed to the age set when the policy was taken out.

    Typical for child plans — confirm the exact terms in the brochure.

Optional riders

Accidental death (ADB)PTD / PWBCritical illness (CI)

No optional riders are attached to this plan.

Questions about this plan

What kind of plan is Bal Bhagyodaya (Anticipated Endowment)?

Bal Bhagyodaya (Anticipated Endowment) from National Life Insurance Company Limited is a child plan that is taken out by a parent or guardian to fund a child's education and future.

Who can buy Bal Bhagyodaya (Anticipated Endowment)?

The entry age for Bal Bhagyodaya (Anticipated Endowment) is 12 – 65 years.

How long does Bal Bhagyodaya (Anticipated Endowment) run?

The policy term for Bal Bhagyodaya (Anticipated Endowment) is 15.

What bonus rate does Bal Bhagyodaya (Anticipated Endowment) earn?

For FY 2081/82, National Life Insurance Company Limited declared Rs 60–85 / 1,000 of sum assured on Bal Bhagyodaya (Anticipated Endowment). Bonus rates are set each year and are not guaranteed.

Premium

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