Tata AIA Life Insurance (Tata AIA), one of India’s leading life insurers, has launched two new funds that focus on value investing. This strategy focuses on identifying companies, whose current value does not reflect their growth potential. By tracking a proven index of 50, large, mid, and small-cap companies selected using key financial parameters, these funds aim to help investors take part in the growth story of potential future leaders, while also offering the security of life insurance.
Tata AIA Life Enhanced Value Index Fund:
This fund provides value-based exposure to 50 companies selected through a transparent index method. It is suitable for wealth creation goals such as child education planning, asset building, and long-term financial security, while also offering life insurance protection through Tata AIA Life’s unit linked life insurance solutions.
Tata AIA Life Enhanced Value Index Pension Fund:
Exclusively available through Tata AIA Life’s unit linked pension solutions, this fund is ideal for consumers planning for a worry-free retirement. It combines long term equity growth potential with life insurance cover, enabling policyholders to systematically build a retirement corpus while safeguarding their family’s financial future.
The New Fund Offer period will run from 9 to 16 February 2026 and the policies will be issued at the NAV of ₹10 on 16 February 2026.
Key details of the fund
● Investment objective: Long-term capital appreciation by investing in stocks aligned to the Enhanced Value Index
● Benchmark: BSE 500 Enhanced Value 50 Customised Index
● Asset allocation: 70%-100% equity and equity-related instruments; 0%-30% cash and money market instruments
Commenting on the launch, Harshad Patil, Chief Investment Officer, Tata AIA Life Insurance, said, “Equity markets reward patience and discipline over time. Many investors struggle with stock selection or market timing. Our Enhanced Value Index strategy simplifies this by offering a systematic, fundamentals-driven approach. These new funds aim to make long-term equity investing more transparent, accessible, and straightforward for everyone.”
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