Tata AIA Large Mid Cap Innovation Pension Fund 

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 Pension 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 Large Mid Cap Innovation Pension Fund - SFIN: ULIF 100 31/03/26 LMI 110

Tata AIA Smart Pension Secure (UIN: 110L182V08) - Non-Participating, Unit Linked, Individual Life Insurance Pension Plan

Asset Allocation: Equity & Equity related instruments: 60%-100%, Debt: 0%-40%, Cash / Money Market Instruments, Bank Deposits and Mutual Funds: 0 – 40%

¹Illustration shows a monthly premium of ₹15,000 for Tata AIA Smart Pension Secure for a 40-year-old male, standard life, premium payment term: 15 years, policy term: 25 years with 100% investment in Tata AIA Large midcap innovation fund in Future Secure plan option. 4% and 8% are assumed rates of return. 14.88% is the 5-year return of Nifty 500 Index as of February'26. Maturity amount: ₹40,75,243 at 4% returns, ₹82,00,059 at 8% returns and ₹ 2,70,60,375 at 14.88% returns. The fund value calculation is done by projecting the past returns of Nifty 500 Index after adjusting for all expenses in Tata AIA Smart Pension Secure. The above values have been calculated assuming 14.88% p.a. gross investment returns, which is the past 5-year return of Nifty 500 Index Fund as of February'26.

²All funds open for new business which have completed 5 years since inception are rated 4 or 5 Star by Morningstar as of August 2025.

³Benchmark Fund: NSE 500 Index. Data as of February, 2026. Source: https://www.niftyindices.com/market-data/return-profile

⁴Loyalty additions only available with Option 2: Smart Pension Secure Plus. Loyalty additions and maturity boosters are only available for purchase through online/digital channels

⁵Data as on February 2026, | Past performance is not indicative of future performance. • Fund Benchmark: Multi Cap Fund – S&P BSE 200; India Consumption Fund - S&P BSE 200; Top 200 Fund - S&P BSE 200. • SFIN: Multi Cap Fund – ULIF 060 15/07/14 MCF 110; Top 200 Fund - ULIF 027 12/01/09 ITT 110; India Consumption Fund - ULIF 06115/07/14 ICF 110. 

⁶Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015. Other funds are also available under this solution.   

⁷As on 31st Oct 2025, the company has a total Assets Under Management (AUM) of Rs 140,345 Crores

⁸©2025 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliates, including, without limitation, Morningstar India Private Limited (“Morningstar”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of Morningstar; (3) is not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources and (5) shall not be construed as an offer to buy or sell any security or other investment vehicle. Neither Morningstar, Inc. nor any of its affiliates (including, without limitation, Morningstar) nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other losses resulting directly or indirectly from the information.

⁹89,43,554 families protected till May 31, 2025

¹⁰Individual Death Claim Settlement Ratio is 99.41% for FY 2024- 25 as per the latest annual audited figures.

Please consult your own tax consultant to know the tax benefits available to you.

Linked Life Insurance products are different from traditional insurance products and are subject to risk factors.

The premium paid in Linked Life Insurance policies is subject to investment risks associated with capital markets and publicly available index. The NAV of the units may go up or down based on the performance of Fund and factors influencing the capital market/publicly available index and the insured is responsible for his/her decisions.

Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Smart Pension Secure is only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.

Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the insurance company.

The various funds offered under this contract are the names of the funds and do not in any way indicate the quality of these plans, their future prospects and returns.

Past performance is not indicative of future performance.

For more details on risk factors, terms and conditions please read Sales Brochure carefully before concluding a sale. Insurance cover is available under this product.

L&C/Advt/2026/Mar/1899