Tata AIA Unveils Two New Funds Focused on IndiaÂ’s Sector Leaders, Combining Long-Term Wealth Creation with Life Insurance Protection
GST
Dated:- 18-9-2025
PTI
Mumbai, 18 September 2025: As India’s economy continues to expand, driven by rising consumption, increasing disposable incomes, and growing demand supported by lower interest rates, the country’s leading companies—sector leaders—are uniquely positioned to capitalise on these emerging opportunities and shape the future of the economy. With the possibility of increased affordability through expected reductions in GST rates across a range of product categories, these companies not only drive economic growth but also present investors with a significant opportunity to build long-term wealth. In light of this promising opportunity, Tata AIA Life Insurance (Tata AIA), one of India’s most trusted life insurers, is launching two new funds that allow investors to back India’s sector leaders while ensuring their families’ finan
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, “India’s growth is being driven by sector leaders who are strategically positioned to capitalise on rising demand and favourable policies. Our newly launched Sector Leaders Index Funds benefit from investing in an index which uses a disciplined approach to identify these top-performing companies and employ a systematic investment strategy to benefit investors. These funds enable our policyholders to capitalise on the wealth creation potential of the equity markets, while also offering financial protection for their families through investment in our ULIP solutions, ensuring they remain ‘Har Waqt Ke Liye Taiyaar.’” Why Invest in Tata AIA’s Sector Leader Funds? • Tap into India’s Growth Story: India’s economy is expanding rapidly, driven by rising consumption, formalisation and manufacturing push. These funds provide timely exposure to this transformation.
• Invest in Market Leaders: The funds track the BSE India Sector Leaders Customised Index, comprising up to three of the largest
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• Benchmark: BSE India Sector Leaders Customised Index • Asset Allocation: 80%–100% equity & equity-related instruments; 0%–20% cash & money market instruments Proven Performance of Tata AIA Funds As Tata AIA’s Sector Leaders Index Funds open for subscription, investors can rely on Tata AIA’s proven track record of delivering strong, long-term returns. The company’s funds have consistently demonstrated resilience in navigating market fluctuations, offering stable, growth-oriented returns.
With over 96% of Tata AIA's rated AUM receiving 4 or 5-star ratings from Morningstar, Inc. as of July 2025, the globally recognized fund rating agency, Tata AIAÂ’s performance stands as a testament to its ability to deliver value.
Tata AIAÂ’s disciplined fund management and strategic investment methodology have enabled investors to optimise their wealth creation. This consistent performance positions Tata AIA as the preferred choice for those seeking growth, stability, and protection. It underscores
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a AIA Smart Sampoorna Raksha Pro, Tata AIA iSIP, Tata AIA Smart SIP, Tata AIA Capital Guarantee Solution, Tata AIA Smart Sampoorna Raksha Flexi and Tata AIA Smart Pension Secure.
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 TataÂ’s pre-eminent leadership position in India and AIAÂ’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
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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
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