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NAV of ₹10 available for policies issued on 31st July 2024
Flexi Growth Fund - II
The primary investment objective of the Fund is to generate capital appreciation in the long term by investing in a portfolio of stocks across market capitalization. The Tata AIA Flexi Growth - II fund maintains flexibility to invest in carefully selected companies that offer opportunities across large, mid or small capitalization space.
The fund will invest 70%-100% in Equity and Equity related instruments and 0%-30% in Debt and 0%-30% Money Market Instruments, Bank deposits and Mutual Funds.
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Tata AIA Funds Have Delivered Benchmark Beating Performance
|
Last 5 Years Returns* |
Since Inception** Returns |
||
Tata AIA Funds |
Fund Return (%)* |
Benchmark Return (%)* |
Fund Return (%)* |
Benchmark Return (%)* |
Multi Cap Fund |
28.74% |
17.65% |
22.91% |
14.40% |
Top 200 Fund |
28.98% |
17.65% |
19.96% |
16.18% |
India Consumption Fund |
28.30% |
17.65% |
22.29% |
14.40% |
*Data as on June 30, 2024. 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. • **Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund:
05 Oct 2015, India Consumption Fund: 05 Oct 2015.
Important Dates
NFO Opens – 16th July
NFO Closes – 30th July
Fund Launch – 31st July
Flexi Growth Fund Is Available With The Following Tata AIA Life Insurance Products
Frequently Asked Questions (FAQs)
What is the investment objective of Flexi Growth Funds?
Flexi Growth Funds aims for long-term wealth creation by investing in a portfolio of stocks, being dynamically overweight/underweight across market capitalization.
How can I invest in the Flexi Growth Fund – II ?
You can invest in the Flexi Growth Fund – II by investing in our popular life insurance plan:
What risk management strategies can be used by a Fund Manager to navigate market uncertainty?
The Flexi Growth Fund – II is expected to mitigate volatility by dynamically navigating across market capitalization. Moreover, it’s well-diversified portfolio in sectors across market caps would also help to navigate market uncertainty. The Fund would invest predominantly in mid/small caps in buoyant markets leading to better capital appreciation while it would have a large cap bias to limit the downside in tepid economic cycles.
How is a Flexi Growth Fund different from a Multi-cap Fund?
Multicap fund provides a unique opportunity for our investors to participate across market caps in a single fund. However, the Fund has mandatory restriction in terms of a minimum allocation in each of the market caps.
Flexi Growth Fund offers unconstrained market cap allocation wherein a Flexi Growth Fund at any given point in time, can be dynamically overweight/underweight across Large/Mid/Small cap depending on their relative valuation, Investment opportunities across the spectrum and understanding of the broad market sentiments, market outlook and market cycles
Furthermore, three distinct funds can be replaced by one all-weather offering – Flexi Growth Fund, for your long-term wealth creation needs.
Who can be the correct target audience for this Fund?
Any investor with a high-risk appetite who has long term wealth creation objectives would be the target audience for this fund. To re-iterate, Flexi Growth Fund, being an all-weather fund would be preferred fund among most long-term investors.
Disclaimers
- 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.
- Flexi Growth Fund - II is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure.
- TATA AIA Flexi Growth Fund - II (ULIF 068 25/04/23 FGF 110). Tata AIA Smart SIP (A Non-Participating, Unit Linked Individual Life Insurance Savings Plan, UIN: 110L174V01) Asset Allocation: Equity & Equity related instruments: 70-100%, Debt: 0-10%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-30%.
- Unit Linked Life Insurance products are different from traditional insurance products and are subject to risk factors. The premium paid in Unit Linked Life Insurance policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors in uencing the capital market and the insured is responsible for his/her decisions. 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.
- The underlying Fund’s NAV will be affected by interest rates and the performance of the underlying stocks. • The fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the Company").
- The performance of the managed portfolios and funds is not guaranteed and the value may increase or decrease in accordance with the future experience of the managed portfolios and funds.
- Past performance is not indicative of future performance. Returns are calculated on an absolute basis for a period of less than (or equal to) a year, with reinvestment of dividends (if any).
- 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 inuencing the market.
- Please know the associated risks and the applicable charges, from your Insurance agent or the Intermediary or policy document issued by the insurance company.
- Goods and Services Tax and cesses, if any will be charged extra by redemption of units, as per applicable rates. Tax laws are subject to amendments from time to time. Income Tax bene ts would be available as per the prevailing income tax laws, subject to ful llment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benets available to you.
- Buying a Life Insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the Surrender Value payable may be less than the all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale. The products are underwritten by Tata AIA Life Insurance Company Limited. The plans are not guaranteed issuance plans and it will be subject to Company's underwriting and acceptance. Whilst every care has been taken in the preparation of this content, it is subject to correction and markets may not perform in a similar fashion based on factors inuencing the capital and debt markets; hence this advertisement does not individually confer any legal rights or duties, This is not an investment advice, please make your own independent decision after consulting your -nancial or other professional advisor.
- ~Data as on June 30, 2024. 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. • **Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015
- #©2024 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 oficers, 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.
- L&C/Advt/2024/Jul/1980
