Tata AIA Showcases Benchmark-Beating Fund Performance Across Its ULIP Offerings
Tata AIA Life Insurance continues to set benchmarks in fund performance through its Unit Linked Insurance Plans (ULIPs). The company’s funds have outperformed market benchmarks. This offers policyholders an ideal combination of long-term growth and life insurance protection
Performance of Tata AIA Funds:
| Last 5 Years Returns* (CAGR) | ||
| Tata AIA Funds | Fund Return (%) * | Benchmark Return (%) * |
| Multi Cap Fund | 28.22% | 17.12% |
| Top 200 Fund | 28.52% | 17.12% |
| India Consumption Fund | 26.95% | 17.12% |
*Data as on Nov 30, 2024. 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.
According to Morningstar, a global rating platform, Tata AIA Life has 96.19% of its Assets Under Management^ (AUM) rated as 4 or 5 stars as of 31st October 2024
Tata AIA Life Insurance’s NFOs, including the Emerging Opportunities Fund, Dynamic Advantage Fund, Sustainable Equity Fund, Small Cap Discovery Fund, and Flexi Growth Fund, have showcased exceptional performance across diverse categories. These funds reflect a strategic focus on innovation, sustainability, and adaptability, ensuring alignment with evolving investor needs.
Performance of TATA AIA’s NFO’s as of 30th Nov’ 24:
| Fund name | AUM (in Cr.) | Inception date | Returns since launch | Benchmark | Benchmark returns |
| Emerging Opportunities Fund | 1528.41 | 31-Dec-2022 | 39.16% | Nifty Midcap 100 – 95% CRISIL Liquid fund index – 5% | 34.10% |
| Dynamic Advantage Fund | 197.74 | 31-Mar-2023 | 29.35 % | Nifty 50 – 50% CRISIL Composite Bond fund Index – 50% | 15.08% |
| Sustainable Equity Fund | 67.35 | 31-Mar-2023 | 31.42% | Nifty 100 ESG Index | 27.18% |
| Small Cap Discovery Fund | 986.64 | 24-Jul-2023 | 56.27% | NIFTY Small Cap 100 -100% | 42.29% |
| Flexi Growth Fund | 529.49 | 31-Dec-2023 | 25.35% | Nifty 500 Index | 16.77% |
Tata AIA’s funds provide policyholders with access to high-growth equity opportunities, backed by robust life and health insurance benefits. The funds focus on high-performing stocks, offering a balance of risk and return across multi-cap and mid-cap indices.
Harshad Patil, EVP & CIO of Tata AIA, said,“ We at Tata AIA Life focus on delivering superior, consistent and risk adjusted long term returns, in line with the fund’s investment objective. We follow a bottom-up stock picking approach backed by well-defined research process. This has helped us in delivering outstanding fund performance across our funds.”
With a steadfast focus on policyholder benefits, Tata AIA Life Insurance continues to lead by delivering consistent, benchmark-beating returns and redefining life insurance through its integrated ULIP offerings.
Achieving a significant milestone, Tata AIA’s Assets Under Management as of Nov’24 is INR 1,17,867.73 Cr. compared to INR 86,728.92 Cr., showcasing a 35.91% YoY growth. This growth is powered by robust Individual New Business Premium income and exceptional investment performance.