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Investments open from June 23–30, 2025, during NFO period; Units priced at ₹10 each
Chandigarh: Tata AIA Life Insurance has announced the launch of two new equity-oriented funds aimed at supporting long-term wealth accumulation and retirement planning: the Top 200 Alpha 30 Index Fund and the Top 200 Alpha 30 Index Pension Fund.
Both funds will be available for investment during a New Fund Offer (NFO) period from June 23 to June 30, 2025, with units priced at ₹10 each. Investors can access these funds exclusively through Tata AIA’s unit-linked insurance plans (ULIPs).
Targeting High-Growth Stocks for Long-Term Returns
The two new offerings are benchmarked against the Nifty 200 Alpha 30 Index, which comprises 30 high-potential stocks selected from the Nifty 200 based on their ability to outperform the broader market. The funds follow a high-equity allocation strategy with 80%–100% invested in equities, and the balance in cash or money market instruments to manage liquidity and risk.
While the Top 200 Alpha 30 Index Fund supports general long-term wealth creation, the Top 200 Alpha 30 Index Pension Fund is tailored specifically for retirement planning and is available exclusively through Tata AIA’s Smart Pension Secure Plan. The goal is to help investors build a sizeable retirement corpus through equity-driven growth.
Expert Outlook on India’s Economic Potential
Commenting on the launch, Harshad Patil, Chief Investment Officer, Tata AIA Life Insurance, stated:
“India stands at the threshold of a multi-decade economic growth phase. These new funds aim to deliver long-term value to investors by leveraging data-driven stock selection strategies focused on superior risk-adjusted returns.”
The timing of the fund launch aligns with India’s ongoing structural reforms, rising urbanisation, and a strong economic outlook, making equity-based investments particularly attractive for long-term investors.
Strong Track Record in Fund Management
As of May 31, 2025, Tata AIA manages ₹1.30 lakh crore in assets, reflecting a 27.08% year-on-year growth. The company’s performance in fund management has also been highly rated, with 99.93% of its assets under management (AUM) receiving 4- or 5-star ratings from Morningstar over a five-year period—far exceeding the industry average of under 30%.
Tata AIA’s existing funds have consistently outperformed benchmarks. Recent five-year compound annual growth rates (CAGR) include:
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Top 200 Fund: 32.30%
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Multi-Cap Fund: 31.40%
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India Consumption Fund: 30.44%
These returns highlight Tata AIA’s expertise in managing equity-linked portfolios with a focus on high growth and investor protection.
Combining Protection with Investment
Alongside long-term investment growth, both new funds are embedded within Tata AIA’s insurance framework, offering the dual benefit of wealth creation and life protection. This holistic approach ensures that investors not only participate in market growth but also secure their families against unforeseen risks.
Positioned for the Future
Tata AIA believes the Top 200 Alpha 30 Index Fund and Pension Fund are well-positioned to capture the upside of India’s dynamic economy, offering investors a disciplined way to grow their wealth or retirement savings while benefiting from life insurance protection.
Interested investors can subscribe during the NFO window from June 23 to June 30, 2025, through Tata AIA’s ULIP products.
