Tata AIA Life Insurance has launched two new funds, the Tata AIA Sector Leaders Index Fund and the Tata AIA Sector Leaders Index Pension Fund, which allow investors to invest in India’s top-performing companies while ensuring their families’ financial security with life insurance protection. The funds will be available for subscription at an initial price of ₹10 per unit during the New Fund Offer (NFO) period, which ends on September 22nd, 2025. The new GST norm coming into effect on the same day will exempt these fund charges from GST.
The funds track the BSE India Sector Leaders Customised Index, comprising up to three of the largest companies from each sector in the top 500 list, with exposure to 61 companies across 21 industries. This provides investors with a diversified portfolio and the potential for long-term wealth creation. The funds are designed to capitalize on India’s growth story, driven by rising consumption, formalization, and manufacturing push.
The key benefits of investing in these funds include tapping into India’s growth story, investing in market leaders, diversification with discipline, long-term wealth creation, and added life insurance protection. The funds will be available with Tata AIA ULIP solutions, such as Tata AIA Smart Fortune Plus, Tata AIA Smart Sampoorna Raksha Pro, and Tata AIA iSIP.
Tata AIA Life Insurance has a proven track record of delivering strong, long-term returns, with over 96% of its rated AUM receiving 4 or 5-star ratings from Morningstar, Inc. as of July 2025. The company’s disciplined fund management and strategic investment methodology have enabled investors to optimize their wealth creation.
The launch of these new funds is part of Tata AIA’s commitment to providing innovative investment solutions that align with India’s evolving economic landscape. The company aims to empower investors to confidently capitalize on emerging opportunities and create long-term wealth.
The funds are available for a limited time during the NFO period, and investors can participate through Tata AIA Life Insurance’s unit-linked solutions. The company’s Chief Investment Officer, Harshad Patil, believes that India’s growth is being driven by sector leaders who are strategically positioned to capitalize on rising demand and favorable policies. The newly launched Sector Leaders Index Funds are designed to benefit from investing in an index that uses a disciplined approach to identify these top-performing companies and employ a systematic investment strategy to benefit investors.
In addition to the new funds, Tata AIA Life Insurance has 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 has also achieved industry-leading Persistency performance, ranking #1 in four out of five cohorts.
Overall, the launch of the Tata AIA Sector Leaders Index Fund and the Tata AIA Sector Leaders Index Pension Fund provides investors with an opportunity to tap into India’s growth story and create long-term wealth while ensuring their families’ financial security with life insurance protection.