Mumbai :
Tata AIA Life Insurance, a leading private life insurance company in India,
today launched three new funds offering investors a unique opportunity to
capitalize on India’s growth potential and global technological advancements,
all while benefiting from life insurance protection through Tata AIA’s Unit
Linked Insurance Plans (ULIPs).
Investors can explore more
information about these funds and Tata AIA’s investment solutions at www.tataaia.com.
The Tata AIA Large Mid Cap
Innovation Fund, Tata AIA Large Mid Cap Innovation Pension Fund, and
Tata AIA Global AI & Technology Leaders Fund are strategically
designed to help investors capture opportunities from India’s innovation-driven
sectors and global technological breakthroughs.
These funds governed and regulated as per IFSC regulations.
Tata AIA Large
Mid Cap Innovation Fund- (SFIN: ULIF
099 31/03/26 LMI 110) | Tata AIA Large Mid
Cap Innovation Pension Fund- (SFIN: ULIF
100 31/03/26 LMP 110)
* TATA AIA Global AI and Technology Leaders
Fund- (SFIN: ULIF 504 31/03/26 TGT
110)
New Fund Offer (NFO) Details:
- NFO
Period: 24 March to 31 March 2026
- Units
Issued at NAV: ₹10 for domestic funds, $10 for global
fund at midnight on 31 March 2026
Harshad Patil, Chief
Investment Officer, Tata AIA Life Insurance, commented, “Innovation is reshaping economies, both in
India and globally. With the launch of the Tata AIA Large Mid Cap Innovation
Fund, Tata AIA Large Mid Cap Innovation Pension Fund, and the Tata
AIA Global AI & Technology Leaders Fund, we are providing our
policyholders with the opportunity to invest in these transformative sectors
while continuing to benefit from the protection of life insurance. This is the
right moment for investors to capitalize on these opportunities and secure
their financial future.”
Tata AIA Large Mid Cap Innovation
Fund: Capitalizing on India’s Innovation-Driven Growth
India’s economy is undergoing
significant digital transformation, with innovative companies driving growth
across various sectors. The Tata AIA Large Mid Cap Innovation Fund is
focused on investing in India’s large and mid-cap companies that are leading
this transformation, aiming for long-term capital appreciation.
This fund is an excellent
option for investors looking to tap into India’s next phase of economic growth
driven by innovation.
Tata AIA Large Mid Cap
Innovation Pension Fund: Supporting Long-Term Retirement Planning
Exclusively available
through Tata AIA Life’s unit-linked pension solutions, the Tata AIA Large
Mid Cap Innovation Pension Fund has been designed for those planning for
retirement. It provides exposure to India’s innovative companies while enabling
policyholders to build long-term wealth through a structured pension plan
framework. This fund combines long-term equity growth potential with life
insurance cover, ensuring that policyholders can systematically build their
retirement corpus while safeguarding their family’s financial future. This fund
is ideal for individuals looking to build a strong retirement corpus while
participating in India’s innovation-driven growth story.
Key Features:
·
Actively managed equity strategy targeting
innovative companies
- Equity
allocation between 60% and 100%
- Up
to 40% allocation to debt and money market instruments
- Benchmark:
NSE 500 Index
- Available
through Tata AIA’s ULIP solutions, combining wealth creation with life
insurance protection
**Benchmark Fund: NSE 500 Index. Data as of February, 2026.Source: https://www.niftyindices.com/market-data/return-profile
Tata AIA Global AI & Technology Leaders
Fund: Seizing Global Opportunities in AI and Semiconductors
Alongside India’s domestic
innovation, Tata AIA offers investors global exposure through the Tata AIA
Global AI & Technology Leaders Fund, which focuses on artificial
intelligence and semiconductor innovations. The fund tracks an index of global
leaders in these sectors, providing diversified exposure to companies driving
advancements in AI technology, semiconductors, cloud infrastructure, and
digital platforms.
Key
Features:
- Passive investment strategy tracking
global AI and technology leaders
- Equity exposure between 70% and 100%
- Available through Tata AIA Shubh Global
Invest, combining global exposure with life insurance protection
This fund offers a unique
opportunity to diversify portfolios globally while benefiting from the
transformative potential of AI and semiconductor technologies.
Tata AIA Shubh Global Invest (USD Denominated) - Non-Participating, Unit
Linked, Individual Life Insurance Savings Plan (UIN: TALL003V02)
Why Now is the Right Time to Invest
Both India and the world are experiencing rapid
technological advancements. The Tata AIA Large Mid Cap Innovation Fund
offers exposure to India’s innovation-driven growth, while the Tata AIA
Global AI & Technology Leaders Fund allows investors to tap into global
technological opportunities. Additionally, the Tata AIA Large Mid Cap
Innovation Pension Fund provides a structured way for investors to plan for
retirement while capitalizing on India’s growing innovation ecosystem.
Investing now offers a timely opportunity to benefit from
these long-term megatrends, while securing life insurance protection through
Tata AIA’s ULIP solutions. Both funds are well-positioned to capture
significant growth, making this the ideal time to invest.
For more details, visit www.tataaia.com.
Product
Availability
The Tata AIA Large Mid Cap
Innovation Fund will be available across several of the company’s unit
linked insurance plans, including solutions within Tata
AIA Shubh Muhurat ,Tata AIA Shubh Fortune, Tata AIA Smart Sampoorna Raksha Pro,
Tata AIA Param Raksha Life Pro, Tata AIA
Smart Sampoorna Raksha Supreme, Tata AIA Shubh Health Plus ,Tata AIA Premier
SIP, Tata AIA Param Raksha Life Advantage+, Tata AIA Param Raksha Life Maxima+,
Tata AIA iSIP (Systematic Insurance Plan), Tata AIA Param Raksha Plus 2.0, Tata
AIA Smart Sampoorna Raksha, Tata AIA Smart SIP, Tata AIA Param Raksha Life,
Tata AIA Param Raksha Life Growth+, Tata AIA Param Raksha Life Pro Advance,
Tata AIA Health Pro, Tata AIA Pro-Fit, Tata AIA Fortune Pro, Tata AIA Fortune
Maxima, Tata AIA Wealth Pro, Tata AIA Wealth Maxima, Tata AIA Smart Sampoorna
Raksha Plus, Tata AIA Smart Fortune Plus.
This enables customers across protection, savings and wealth oriented solutions
to integrate innovation led equity exposure into their long term financial
planning.
The Tata AIA Large Mid Cap Innovation Pension
Fund will be offered through Tata AIA’s unit linked pension solutions,
including Tata AIA Smart Pension Secure Plan and Tata AIA Premier Pension
Secure, enabling policyholders to build a retirement corpus through market
linked investments.
Customers
can review availability across solutions and detailed fund information on www.tataaia.com.
Strong
Growth in Assets Under Management
As of 28
February 2026, Tata AIA Life Insurance’s Assets Under Management (AUM)
stood at ₹145,795 crore, reflecting 23% year on year
growth. This growth has been supported by strong individual new business
premium income and consistent investment performance across its fund portfolio.
Risk Note
Investors
should carefully assess their risk appetite before investing as the fund
carries a high-risk profile. Past performance is not indicative of future
results.
Disclaimers:
·
The linked insurance product do not offer any liquidity during the
first five years of the contract. The policy holder will not be able to
surrender/withdraw the monies invested in linked insurance products completely
or partially till the end of the fifth year.
·
Tata AIA Large Mid Cap Innovation Fund is a part of a
various funds which a policyholder can choose from. For further details on
funds, refer the sales brochure.
·
Tata AIA Premier SIP is a combination of the Tata AIA
Smart SIP, a non-participating, unit-linked, individual life insurance savings
plan (UIN: 110L174V02), and Tata AIA Health Buddy, Non-participating,
Non-Linked, Individual Health Product (UIN:110N183V01). Both Tata AIA Smart SIP
and Tata AIA Health Buddy are also available for sale individually.
·
Param Raksha Life Pro + is designed for combination of
benefits of following individual and separate products named (1) Tata AIA Smart
Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life
Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, Non-Participating,
Non-Linked, Individual Health Product (UIN: 110N183V01). These products are
also available for sale individually without the combination offered/
suggested.
·
Param Raksha Life Pro is designed for combination of
benefits of following individual and separate products named (1) Tata AIA Smart
Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life
Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, A Non-linked,
Non-participating, Individual Health Product (UIN:110N183V01). These products
are also available for sale individually without the combination offered/
suggested.
·
Param Raksha Life Maxima + is designed for combination of
benefits of following individual and separate products named (1) Tata AIA Smart
Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life
Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, A Non-linked,
Non-participating, Individual Health Product (UIN:110N183V01). These products
are also available for sale individually without the combination offered/
suggested.
·
Param Raksha Life Growth + is designed for combination of
benefits of following individual and separate products named (1) Tata AIA Smart
Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life Insurance
Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, A Non-linked,
Non-participating, Individual Health Product (UIN:110N183V01). These products
are also available for sale individually without the combination offered/
suggested.
·
Param Raksha Life Advantage + is designed for combination
of benefits of following individual and separate products named (1) Tata AIA
Smart Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life
Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, A Non-linked,
Non-participating, Individual Health Product (UIN:110N183V01). These products
are also available for sale individually without the combination offered/
suggested.
·
Param Raksha Life Pro Advance is designed for combination
of benefits of following individual and separate products named (1) Tata AIA
Smart Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life
Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Health Buddy, A Non-linked,
Non-participating, Individual Health Product (UIN:110N183V01). These products
are also available for sale individually without the combination offered/
suggested.
·
Tata AIA Smart Fortune Plus - Non-Participating, Unit
Linked Individual Life Insurance Savings Plan (UIN: 110L177V01)
·
Tata AIA Pro-Fit comprises of Tata AIA Health Pro, A
Non-Participating, Unit-linked, Individual Health Insurance Plan (UIN:
110L180V01), Tata AIA Health Secure, A Non- Participating, Unit Linked,
Individual Health rider (UIN: 110A050V01) & Tata AIA Health Buddy, - Non-participating,
Non-Linked, Individual Health Product (UIN:110N183V01).
·
The complete name of Tata AIA Wealth Pro is Tata AIA Life
Insurance Wealth Pro (UIN: 110L111V05) – Non-Participating, Unit Linked,
Individual Life Insurance Savings Plan
·
The complete name of Tata AIA Fortune Pro is Tata AIA
Life Insurance Fortune Pro (UIN: 110L112V07) – Non-Participating, Unit Linked
Individual Life Insurance Savings Plan.
·
The complete name of Tata AIA Wealth Maxima is Tata AIA
Life Insurance Wealth Maxima – Non-Participating, Unit Linked Individual Life
Insurance Savings Plan (UIN:110L114V05)
·
The complete name of Tata AIA Fortune Maxima is Tata AIA
Life Insurance Fortune Maxima - Non-Participating, Unit Linked Individual Life
Insurance Savings Plan (UIN: 110L113V09)
·
Tata AIA Smart SIP - Non-Participating, Unit Linked
Individual Life Insurance Savings Plan (UIN:110L174V02)
·
Shubh Muhurat Solution is a combination of Tata AIA Life
Insurance Fortune Guarantee Secure (Individual, Non-Linked, Non-Participating,
Life Insurance Savings Plan) UIN:110N206V03 and Tata AIA Life Insurance Smart
Fortune Plus (Unit Linked, Individual Life Insurance Savings
Plan)-UIN:110L177V01. Tata AIA Life Insurance Fortune Guarantee Secure and Tata
AIA Life Insurance Smart Fortune Plus are also available for sale individually.
·
Shubh Fortune Solution is a combination of Tata AIA Life
Insurance Fortune Guarantee Secure (Individual, Non-Linked, Non-Participating,
Life Insurance Savings Plan) UIN:110N206V03 and Tata AIA Life Insurance Smart
Fortune Plus (Unit Linked, Individual Life Insurance Savings
Plan)-UIN:110L177V01. Tata AIA Life Insurance Fortune Guarantee Secure and Tata
AIA Life Insurance Smart Fortune Plus are also available for sale individually.
·
Tata AIA i Systematic Insurance Plan - Non-Participating.
Unit Linked Individual Life Insurance Savings Plan (UIN:110L164V10)
·
Tata AIA Health SIP - A Non-participating, Unit Linked,
Individual Health Insurance Plan (UIN:110L184V01)
·
Tata AIA Shubh Health Plus comprises of Tata AIA Health
SIP - A Non-Participating, Unit-linked, Individual Health Insurance Plan (UIN:
:110L184V01), Tata AIA Health Buddy, A Non-linked, Non-participating,
Individual Health Product (UIN: 110N183V01 or any other later version). Tata
AIA Health SIP and Tata AIA Health Buddy are also available individually for
sale.
·
Tata AIA Smart Pension Secure (UIN: 110L182V08) -
Non-Participating, Unit Linked, Individual Life Insurance Pension Plan
·
Tata
AIA Shubh Global Invest is the Unit linked insurance product with Tata AIA as
its prefix - is only the name of the Unit Linked Life Insurance contract and
does not in any way indicate the quality of the contract, its future prospects
or returns. Shubh Global Invest is also available through online mode on the
Company’s website www.international.tataaia.com
·
Tata
AIA Premier Pension Secure is a combination of Tata AIA Smart Pension Secure
(UIN: 110L182V08) is a Non-Participating, Unit Linked, Individual Life
Insurance Pension Plan and Tata AIA Health Buddy, A Non-linked,
Non-participating, Individual Health Product (UIN: 110N183V01.