Both funds will be open for investment from June 23 to June 30, 2025, during the New Fund Offer (NFO) period. The units will be priced at ₹10 each. Investments can be made through Tata AIA’s unit-linked insurance plans.
The new funds are benchmarked against the Nifty 200 Alpha 30 Index, which selects 30 high-performing stocks with a record of delivering market-beating returns. The asset allocation includes 80%–100% equity and up to 20% in cash or money market instruments.
The Top 200 Alpha 30 Index Fund is aimed at customers seeking capital growth alongside life cover. It is available through multiple Tata AIA plans, including Param Raksha Life Growth +, Param Raksha Life Pro, and Shubh Muhurat.
The Top 200 Alpha 30 Index Pension Fund is offered exclusively through the Smart Pension Secure Plan to help investors build a retirement corpus with equity-driven growth.
Harshad Patil, Chief Investment Officer at Tata AIA Life Insurance, said, “India stands at the threshold of a multi-decade economic growth phase. These funds aim to offer investors long-term value through equity investments based on data-driven stock selection and superior risk-adjusted returns.”
As of May 31, 2025, Tata AIA manages ₹1.30 lakh crore in assets, registering 27.08% growth year-on-year. According to Morningstar ratings, 99.93% of Tata AIA’s fund AUM is rated 4 or 5 stars over a 5-year period, compared to an industry average of under 30%.
Recent 5-year CAGR returns show Tata AIA’s Multi-Cap Fund delivered 31.40%, the Top 200 Fund 32.30%, and the India Consumption Fund 30.44%, all outperforming their respective benchmarks.
The insurer said the new funds are positioned to benefit from India’s economic momentum, urbanisation, and structural reforms, while offering insurance protection and long-term investment growth.
First Published: Jun 20, 2025 2:36 PM IST
