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Invest In India's Growth Story - Introducing The Rising India Fund NFO

The Rising India Fund is Tata AIA's new NFO in the market. It offers investors a distinct opportunity to invest in India's growth story, companies that offer long-term growth potential at reasonable valuations.

India has emerged as one of the fastest-growing economies and is projected to be one of the world's top economic giants! The development established across the various sectors has seen alluring investments that extend to financial growth.

Despite global uncertainties, India's appeal as an investment hub has strengthened and stabilised the influx of funds.

We at Tata AIA are proud to introduce the new NFO in the market, Rising India Fund, to harness this growth potential and invest in India's Growth Story.

Join us on this journey to invest in India's promising future!
 

What Is The Rising India Fund NFO? 

The Rising India Fund NFO is the latest NFO introduced by Tata AIA. It is designed to offer exclusive opportunities for investors who want to be part of India's growth story.

By growth story, we mean investing in India's traditional and new-age companies that have proven to have sustainable growth. It is a stable growth backed by strong domestic demand and the large industrial sector.

What Is Captivating About The Latest NFO? 

The Rising India Fund will invest primarily 70%—100% in equity and equity-linked financial securities, 0%—30% in debt, and the remaining 0%—30% in money market instruments, bank deposits, cash, and mutual funds.

Furthermore, it is aimed at maximising returns by investing in high-growth potential stocks across large, mid, and small-cap companies in the traditional and new-age sectors.

How Does This New NFO In Market Tap The Growth Potential?

With a strategic allocation and a diversified investment approach, the Rising India Fund is designed to tap the growth potential in the following ways:
 

  • Sustainable investment approach - The Rising India Fund invests in companies focused on sustainable growth and long-term wealth appreciation.

  • Dynamic investment strategy—The fund focuses on identifying the right mix of high-growth potential stocks across small, mid-, and high-cap companies to generate superior and consistent returns.

  • Mitigating market volatility—With expertise and extensive research capabilities, the fund managers have maintained a well-balanced portfolio comprising equities and debt, with other cash equivalents, to navigate price fluctuations across different market cycles.

Why Should You Invest In The Rising India Fund?
 

  • Potential for high returns - India has provided a platform for the growth of many manufacturing and other industries across various sectors to boost growth. Therefore, many companies have established strong market positions with resilient business models.

    The Rising India Fund fosters this growth by investing the funds in small, mid-, and large-cap companies.

  • Insurance and investment advantage—At Tata AIA, we offer NFOs with ULIP* Plans. ULIP* plans provide dual benefits: life cover to secure the family's future in the event of the policyholder's unexpected demise and the option to invest in the financial securities market.

  • Partial Withdrawals—A ULIP* policy has a five-year lock-in period. After this period, investors can choose to withdraw funds to fulfil their compelling financial emergencies or commitments.

  • Tax# Benefits—Investing in a ULIP* investment plan allows policyholders to claim tax# deductions and exemption benefits under Section 80C and Section 10(10) of the Income Tax Act of 1961, subject to the prevailing tax# laws.

  • The Tata AIA Advantage—Tata AIA has a track record of delivering value benchmark-beating performance. Expert fund managers, with their research capabilities and rigorous investment processes, are committed to high standards of professionalism and integrity.

    Check out our NFO corner for more details.

Conclusion

The Rising India Fund, the latest NFO, is a new launch by Tata AIA. It offers investors a compelling opportunity to participate in India's dynamic growth story, which has the potential for high returns. The well-researched asset allocation strategy, investment approach, and diversified portfolio management are focused on sustainable growth. It is well-positioned to deliver appealing returns over the long term. If you are someone looking forward to investing in traditional and new-age sectors for sustainable growth, then the Rising India Fund is undoubtedly a perfect choice!


 

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Tata AIA Life Insurance

A joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA),  Tata AIA Life Insurance  is one of the leading life insurance providers in India. We post everything you need to know about life insurance, tax savings and a variety of lateral topics such as savings and investments in this space. You can access and read a host of different blogs, articles and pages at the Tata AIA Life Insurance Knowledge Center or get in touch with us with any queries or questions!

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Frequently Asked Questions

  • What are the benefits of investing in the Rising India NFO?

    The Rising Fund NFO is targeted toward investing in traditional and new-age companies that have proven to establish sustained growth.

    It is offered with our Tata AIA ULIP* policies. Therefore, it provides the option to secure life cover for your family's well-being while also investing in the financial market.

    In addition, our ULIP* policies offer health and wellness benefits that can help maintain a rewarding and healthy lifestyle.

  • Is investing in the Rising India NFO good for the long term?

    Investors seeking mid to long-term investment options from Indian companies driving the growing economy can invest in the Rising India Fund NFO.

  • How can I invest in Tata AIA's latest NFO?

    The Rising India NFO is introduced with Tata AIA ULIP* Plans. Some of the popular product solutions that offer this NFO are:
     

  • Disclaimers

    • Insurance cover is available under the product.
    • The products are underwritten by Tata AIA Life Insurance Company Ltd.
    • The plans are not guaranteed issuance plans, and they will be subject to the Company’s underwriting and acceptance.
    • For more details on risk factors, terms and conditions please read the sales brochure carefully before concluding a sale.
    • This blog is for information and illustrative purposes only and does not purport to any financial or investment services and does not offer or form part of any offer or recommendation. The information is not and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action.
    • Please know the associated risks and the applicable charges from your insurance agent or the Intermediary or policy document issued by the insurance company.
    • Every effort is made to ensure that all information contained in this blog is accurate at the date of publication. However, Tata AIA Life shall not have any liability for any damages of any kind (including but not limited to errors and omissions) whatsoever relating to this material.
    • #Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfilment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere in this document. Please consult your own tax consultant to know the tax benefits available to you.
    • *ULIP:
      • IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER
      • 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.
      • Past performance is not indicative of future performance.
      • All investments made by the Company are subject to market risks. The Company does not guarantee any assured returns. The investment income and price may go down as well as up depending on several factors influencing the market.
      • Please make your own independent decision after consulting your financial or other professional advisor.