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Bengaluru, 20 June 2025 – As India rises to become the 4th largest economy in the world, Tata AIA Life Insurance—one of India’s leading life insurance companies—brings you a powerful opportunity to grow your wealth and secure your future through life insurance-linked investment products. India’s strong economic growth presents a wealth of opportunities, and we are here to help you tap into this potential with two new funds designed to take full advantage of India’s growth story.
Introducing two new funds designed to help you make the most of India’s economic ascent:
- For those looking to grow their wealth while securing their family’s financial future – Tata AIA Top 200 Alpha 30 Index Fund
- For those focused on building a strong retirement corpus with equity-driven growth – Tata AIA Top 200 Alpha 30 Index Pension Fund
These funds will open for investment on June 23, 2025, and are available at just INR 10 per unit during the New Fund Offer (NFO) period, ending June 30, 2025. Investments will be made through Tata AIA Life Insurance’s unit linked insurance plans, offering you the dual benefit of life insurance coverage and potential wealth growth.
Why Should You Invest?
- Tap into India’s Bright Future
India’s economy is poised for growth, supported by a young workforce, rapid urbanisation, strong policy reforms, and key initiatives like ‘Make in India’ and PLI schemes. These funds are your opportunity to benefit from this promising growth.
- Invest in the Best of the Best
These funds are powered by the Nifty 200 Alpha 30 Index, which picks 30 top-performing stocks with a history of delivering better-than-market returns (alpha). That means smarter stock selection and potential for higher growth. - Built for Long-Term Wealth Creation
Whether you want to build a strong financial foundation for your family or create a retirement fund, these funds are crafted to help you grow your money over time—thanks to their focused, high-growth equity exposure. - Life Insurance Protection: Beyond wealth creation, consumers can secure their families’ financial future with life cover.
The Tata AIA Top 200 Alpha 30 Index Fund and Tata AIA Top 200 Alpha 30 Pension Fund are strategically designed to capitalize on these trends, investing in companies poised to benefit from India’s growth story. Whether you’re focused on growing your wealth or building a strong retirement fund, these funds offer the ideal combination of performance, protection, and growth.
Harshad Patil, Chief Investment Officer at Tata AIA Life Insurance, explains, “India stands at the threshold of a transformative multi-decade economic growth phase. Our new funds are positioned to capitalise on this promising trajectory, offering investors an equity instrument based on rigorous data analysis and superior risk-adjusted returns. These funds aim to capitalise on a promising trend, offering investors significant long-term value by consistently enhancing their financial security.”
Key Details of the Funds:
- Investment Objective: Long-term capital appreciation through investment in high-alpha stocks
- Benchmark: Nifty 200 Alpha 30 Index
- Asset Allocation: 80%-100% in equity & equity-related instruments, 0%-20% in cash & money market securities
What Customers can expect:
- Exposure to Alpha-Generating Stocks: Tapping into companies with proven track records of outperforming market expectations.
- Strategic Diversification: Investments across sectors while maintaining focus on high-conviction opportunities.
- Long-Term Wealth Creation: Designed specifically for retirement planning with superior long-term performance potential.
Investment in Top 200 Alpha 30 Index Fund:
Consumers can invest in the fund and be part of India’s long-term growth story. The fund is available with the following Tata AIA solutions: Tata AIA Param Raksha Life Growth +, Tata AIA Param Raksha Life Pro, Tata AIA Param Raksha Life Pro+, Tata AIA Param Raksha Life Maxima+, Tata AIA Param Raksha Life Advantage+, Tata AIA Pro Fit, Tata AIA Shubh Muhurat and Tata AIA Shubh Fortune.
Investment in Top 200 Alpha 30 Index Pension Fund:
Investment in the Top 200 Alpha 30 Index Pension Fund is exclusively available with Tata AIA’s unit-linked pension solution, Smart Pension Secure Plan, which enables consumers to build a robust retirement fund with long-term growth potential.
Proven Performance of Tata AIA Funds
Tata AIA’s funds have consistently delivered benchmark-beating returns. 99.93% of the company’s fund AUM is rated 4 or 5 star (on 5-year basis) by Morningstar*, the globally renowned Rating Agency. This is significantly higher than the industry average of less than 30% of funds’ AUM being rated 4 or 5 stars.
This consistent track record of strong performance underscores Tata AIA’s commitment to delivering investment solutions that align with India’s evolving economic landscape, enabling investors to confidently capitalise on emerging opportunities.
Performance of Tata AIA Funds:
| Last 5 Years Returns* (CAGR) | ||
| Tata AIA Funds | Fund Return (%) * | Benchmark Return (%) * |
| Multi-Cap Fund | 31.40% | 22.70% |
| Top 200 Fund | 32.30% | 22.70% |
| India Consumption Fund | 30.44% | 22.70% |
*Data as of May 30, 2025. Past performance is not indicative of future performance.
Fund Benchmark: Multi Cap Fund, India Consumption Fund, Top 200 Fund: S&P BSE 200.
Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015.
As of 31st May 2025, Tata AIA has grown its Assets Under Management (AUM) significantly to INR 130,053 Crores, translating to 27.08% YoY growth. This has been possible due to robust Individual New Business Premium income and exceptional investment performance.
