Tata AIA Delivers Benchmark-Beating Fund Performance Across Its ULIP Offerings

*Data as of February 28, 2025. 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.

Tata AIA has established its prowess in investment-linked plans, demonstrating consistent benchmark beating fund performance. 99.93% of the company’s funds AUM is rated 4 or 5 star (on 5-year basis) by Morningstar, the globally renowned Rating Agency. This is much higher than industry average of less than 30% of funds AUM being rated 4 or 5 star.

Performance of TATA AIA’s NFO’s as of 28 Feb 2025:

Tata AIA's offerings 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 all market caps.

Harshad Patil, EVP & CIO of Tata AIA, said," In line with Tata AIA Life's investment objective, we strive to deliver superior, consistent, and risk-adjusted long-term returns. Based on an established research process, we follow a bottom-up approach to stock picking. By doing so, we have been able to deliver outstanding fund performance across our portfolio.”

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.

As of 28^th February 2025, Tata AIA has grown its Assets Under Management (AUM) significantly to INR 114,905 Crores, translating to 19.70% YoY growth. This has been possible due to robust Individual New Business Premium income and exceptional investment performance.

How Tata AIA NFOs have performed during the market Volatility:

How investments made in Tata AIA fund during the Market volatilities have resulted in superior investment returns:

Therefore, it is advisable to average down one’s portfolio and take benefit of the attractive valuation available whenever there are market volatilities.

For more information please contact:

Niladri Bhattacharya

98302 30283

Niladri.Bhattacharya@tataaia.com

Sailee Nayak

+91 993 016 7115

sailee.nayak@adfactorspr.com