Mumbai, 25 March 2026 :
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).
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
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
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Equity allocation
between 60% and 100%
●
Up to 40%
allocation to debt and money market instruments
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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
●
Fund is
managed by Nitin Bansal
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
●
Fund is
managed by Rajeev Tewari
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.
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.”
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.
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.
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. For more information on Tata
AIA Life’s product portfolio and retirement solutions, please visit www.tataaia.com.
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”.
For more information, please contact:
●
Niladri
Bhattacharya – Vice President, Head – Corporate Communications and social media (Niladri.Bhattacharya@tataaia.com) +91 9830230283
●
Sailee
Nayak – Senior Account Director
(Sailee.nayak@adfactorspr.com) +91 9930167115
