Mumbai, 21 August 2025 : India’s
remarkable economic growth is transforming it into one of the most attractive
markets for investors globally. With a young and dynamic population, rapid
urbanization, and a thriving middle class, the country is on the brink of
unlocking significant opportunities across various sectors. To harness this
growth potential, Tata AIA Life Insurance Co. Ltd. (Tata AIA), one of India’s
leading life insurers, introduces the Tata AIA Momentum 50 Index Fund
– a smart, opportunity-driven investment designed to help you build long-term
wealth.
This unique fund brings together the power of equity investments in
India’s high-growth sectors with the security of life insurance coverage,
ensuring that your investments grow while your loved ones remain protected
The New Fund Offer (NFO) will open for investment
on August 18, 2025, with a unit price of INR 10 during
the NFO period. The offer will remain open until August 25, 2025.
Why Choose the Tata AIA Momentum 50 Index Fund?
- Tap Into India’s
Bright Future
With the Indian economy projected to grow multi-fold over the coming
decades, companies are expected to scale rapidly, enhance earnings, and
create sustained value. This fund aims to help investors capitalise on
these opportunities. - Momentum-Driven
Investment Strategy
The fund is designed to tap into the momentum of 50 of India’s
top-performing stocks, selected from the BSE 500 Momentum 50
Customised Index. This strategy ensures that your investment is
focused on high-growth companies driving India’s economic boom. - Long-Term Wealth
Creation
By tracking momentum leaders, the fund seeks to generate competitive
returns over the long term, while maintaining diversification across
sectors. It’s built for those who are looking to grow their wealth
steadily over time. - Added Life
Insurance Protection
Investors enjoy the additional benefit of life cover, providing financial
security for their loved ones in the event of unforeseen circumstances.
Harshad Patil, Chief Investment Officer, Tata AIA Life Insurance, said,” India’s equity markets are entering an exciting
phase, fuelled by strong economic fundamentals and transformative policy
initiatives. The Tata AIA Momentum 50 Index Fund offers a disciplined,
rules-based approach to identify and invest in momentum-driven companies that
are well-positioned to benefit from this growth. This fund is designed to help
our policyholders participate in the wealth creation potential of the equity
markets, while also ensuring their families’ financial protection.”
Key details of the fund
- Investment
Objective: Long-term capital appreciation
through investment in high-momentum stocks - Benchmark: BSE 500 Momentum 50 Customised Index
- Asset Allocation: 100%-80% in equity & equity-related instruments, 0%–20% in
cash and money market securities
What is a Momentum Investing strategy?
Unlike an actively managed fund, which invests based on fundamental
research. Momentum Investing is based on the technical or price movement in the
stocks.
This strategy operates on the premise that stocks that have
performed well in the near past are likely to continue to do well and continue
the outperformance. It is a strategy to buy on strength, ride the trend and
exit only once the trend reverses.
What Consumers can expect
Consumers can look forward to exposure to 50 momentum-generating
stocks from the top 500 universe, offering the potential to benefit from
companies with sustained performance trends. The fund also provides strategic
diversification, investing across sectors while maintaining a sharp focus on
high-momentum opportunities. Designed for long-term investment horizons, it
offers the potential to generate superior returns compared to conventional
index funds, helping investors create wealth while safeguarding their financial
future through life insurance coverage.
The fund will be available with Tata AIA solutions such as Tata
AIA Smart Fortune Plus, Tata AIA Sampoorna Raksha Flex, Tata
AIA Smart SIP, Tata AIA Capital Guarantee Solution, and Tata
AIA ISIP.
Proven Performance of Tata AIA Funds
Tata AIA’s funds have consistently delivered strong, long-term
returns, making them a preferred choice for investors seeking growth,
stability, and protection. Backed by expert fund management and a disciplined
investment strategy, Tata AIA funds have successfully navigated market cycles
while maximising wealth creation for policyholders.
This track record of robust performance underscores Tata AIA’s
commitment to offering investment solutions that align with India’s evolving
economic landscape, ensuring investors can capitalise on emerging opportunities
with confidence.
|
Last 5 Years Returns* (CAGR) |
||
|
Tata AIA Funds |
Fund Return (%) * |
Benchmark Return (%) * |
|
Multi Cap Fund |
28.27% |
19.31% |
|
Top 200 Fund |
29.07% |
19.31% |
|
India Consumption Fund |
27.79% |
19.31% |
*Data as of 31st July, 2025. Past performance is not
indicative of future performance.
Fund Benchmark: Multi Cap Fund – BSE
200; India Consumption Fund- S&P BSE 200; Top 200 Fund- S&P BSE 200.
SFINN: Multi Cap Fund – ULIF 060 15/07/14 MCF 110; Top 200 Fund- ULIF 027
12/01/09 ITT 110; India Consumption Fund – ULIF 061 15/07/114 ICF
110.
Inception Dates: Top 200 Fund:
12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015.
Other fund are fund are also available this this solution
With the launch of the Momentum 50 Index Fund, Tata AIA continues to
uphold its mission of making its consumers ‘Har Waqt Ke Liye Taiyaar’—always
prepared for every phase of life with confidence and financial security.
About Tata AIA Life
Tata AIA Life Insurance Company Limited (Tata AIA) is a joint
venture Company formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata
AIA Life combines Tata’s pre-eminent leadership position in India and AIA’s
presence as the largest, independent listed pan-Asian life insurance group in
the world, spanning 18 markets in the Asia Pacific region.
Tata AIA reported a total Premium Income of INR 31,484 crore for
FY25, up 23% from FY24. The Company continues to rank among the Top 3 Private
Insurers in Individual Weighted New Business Premium (IWNBP) with an IWNBP
income of INR 8,511 crore. The Company also achieved industry-leading
Persistency performance (based on premiums), ranking #1 in four out of five
cohorts.
About the Tata Group
Founded by Jamsetji Tata in 1868, the Tata group is a global
enterprise, headquartered in India, comprising 30 companies across ten
verticals.
The group operates in more than 100 countries across six continents,
with a mission ‘To improve the quality of life of the communities we serve
globally, through long-term stakeholder value creation based on Leadership with
Trust’.
In 2023-24, the revenue of Tata companies, taken together, was more
than $165 billion. These companies collectively employ over 1 million people.
Each Tata company or enterprise operates independently under the
guidance and supervision of its own board of directors. There are 26 publicly
listed Tata enterprises with a combined market capitalisation of more than $365
billion as on March 31, 2024.
About AIA
AIA Group Limited and its subsidiaries (collectively “AIA” or the
“Group”) comprise the largest independent publicly listed pan-Asian life
insurance group. It has a presence in 18 markets –wholly-owned branches and
subsidiaries in Mainland China, Hong Kong SAR(3), Thailand, Singapore,
Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the
Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau
SAR(4), and a 49 per cent joint venture in India. In addition, AIA has a 24.99
per cent shareholding in China Post Life Insurance Co., Ltd.
The business that is now AIA was first established in Shanghai more
than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on
life insurance premiums and holds leading positions across the majority of its
markets. It had total assets of US$305 billion as of 31 December 2024.
AIA meets the long-term savings and protection needs of individuals
by offering a range of products and services including life insurance, accident
and health insurance and savings plans. The Group also provides employee
benefits, credit life and pension services to corporate clients. Through an
extensive network of agents, partners and employees across Asia, AIA serves the
holders of more than 43 million individual policies and 16 million
participating members of group insurance schemes.
AIA Group Limited is listed on the Main Board of The Stock Exchange
of Hong Kong Limited under the stock codes “1299” for HKD counter and “81299”
for RMB counter with American Depositary Receipts (Level 1) traded on the
over-the-counter market under the ticker symbol “AAGIY”
