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    Plan 360° protection with health, wealth and life cover

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      Tata AIA Midcap Momentum Index Fund


      If you have been racing through investments, it is time to charge momentum for worry-free capital appreciation. Introducing Tata AIA Midcap Momentum Index Fund

      Plan your financial future with a momentum-based, sector-diversified investment strategy and comprehensive life cover from Tata AIA.
       

      About Tata AIA Midcap Momentum Index Fund


      The Tata AIA Midcap Momentum Index Fund invests in a portfolio of stocks that is indexed to the Nifty Midcap 150 Momentum 50 Index. The index tracks the top 50 companies within the Nifty Midcap 150 based on their Normalised Momentum Score.

      The score reflects the momentum investing strategy, which is based on choosing stocks that have demonstrated strong performance in the recent past and expecting this upward trend to continue.

      The fund utilises this momentum investing strategy to capitalise on the growth opportunities offered by a diversified portfolio of mid-cap stocks.

      So, here is the road to get exposed to the momentum-driven mid-cap segment of the financial market.

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      Key Features

      Benchmark

      Nifty Midcap 150 Momentum 50 - 100%

      Fund Management Charges

      1.20% per annum

      Risk Profile

      High

      Asset Allocation

      Equity and equity-related financial instruments - 80 -  100%

      Cash/ Money Market Instruments, Bank Deposits, and Mutual Funds - 0 - 20%

      Why Invest In Tata AIA Midcap Momentum Index Fund
       


       

      • Capitalise on Momentum Strategy

        Momentum refers to a pattern of the best-performing stocks that keep doing well and are expected to do so in the near future. By deploying the momentum strategy, you can earn profits by staying invested in an existing and continuing trend until it ends, regardless of how long the period lasts in the market.

      • Optimise Returns with Sector-Agnostic Investment

        Sector-agnostic investment refers to an approach that does not specialise in any specific industry. It diversifies the portfolio across a wide range of sectors, reducing market volatility and optimising long-term returns.

      • Harness High Growth Potential

        The Nifty Midcap 150 Momentum 50 Index has shown an impressive 11x return over the past 10 years. It is found to have higher growth potential than large-cap companies and lower volatility than small-cap companies.

      • Ensure Financial Security with a Life Cover

        The Tata AIA Midcap Momentum Index Fund is offered with different product options, including our ULIPs and protection-based health solutions. This way you can combine wellness, life cover and financial security for all-round protection.

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      Benefits Of Investing In Tata AIA Midcap Momentum Index Fund

       

      TATA AIA FUNDS HAVE DELIVERED BENCHMARK BEATING PERFORMANCE
        Last 5 Years Returns* (CAGR) Since Inception** Returns (CAGR)
      Tata AIA Funds Fund Return (%)* Benchmark Return (%)* Fund Return (%)* Benchmark Return (%)*
      Multi Cap Fund 27.80% 16.10% 22.64% 13.78%
      Top 200 Fund 27.14% 16.10% 19.62% 15.85%
      India Consumption Fund 26.92% 16.10% 21.81% 13.78%


      *Data as on April 30, 2024. Past performance is not indicative of future performance.
       

      Fund Benchmark: Multi Cap Fund, India Consumption Fund, Top 200 Fund: S&P BSE 200.
       

      **Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015.


       

      • 01

        Auto-Balancing

        The index’s auto-balancing feature and the fund’s sector-agnostic approach keep the portfolio diversified across different sectors for consistent returns.
      • 02

        No Human Bias

        The fund strategy is aligned with the momentum index, and there is no human intervention. This ensures that the fund capitalises on the upward trend to optimise investment outcomes.
      • 03

        Long-term Wealth Creation with Momentum Investing

        When you invest in the Nifty Midcap 150 Momentum 50 Index Fund, you can capitalise on the growth potential of top mid-cap stocks depending on their Normalised Momentum Score, targeting wealth creation over the long term. 
      • 04


        Dual-Benefit Solution addressing for Wealth and Health Needs
         

        As the Tata AIA Midcap Momentum Index Fund is offered with a ULIP plan, you can benefit from a life cover, the opportunity to wealth creation and also secure healthy well-being with optional covers or in-built solutions, such as Tata AIA Pro-Fit.
      • 05

        Maximise Tax Benefits

        By investing in a ULIP policy with the Tata AIA Midcap Momentum Index Fund, you can benefit from a tax deduction benefit under Section 80C for the premium paid and a tax exemption under Section 10(10d) on the death or maturity benefits.

        The Tax exemption is subject to conditions specified under section 10(10D) and other applicable provisions of the Income Tax Act,1961**.

        In addition, if you have availed of a health-based rider, you can benefit from an additional tax deduction benefit under Section 80D on the exclusive premium paid for the health rider.

      Who Should Opt For The Tata AIA Midcap Momentum Index Fund
       

      Individuals who prefer seeking a comprehensive solution with life cover and the opportunity to invest in a diversified portfolio of mid-cap stocks with strong momentum for high returns can opt for the Tata AIA Midcap Momentum Index Fund. However, it can be particularly optimal for the following types of investors.

      Investors with a high-risk profile

      High Net-worth Individuals (HNIs)

      Women

      Non-Resident Indians (NRIs)

      Important Dates

      • NFO Opens – 1st june
      • NFO Closes – 15th June


      Tata AIA Midcap Momentum Index Fund Is Offered With The Following Tata AIA Life Insurance Products

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      Frequently Asked Questions

      • What is the investment objective of the Tata AIA Midcap Momentum Index Fund?

        The investment objective of the fund is to capitalise on long-term wealth creation by investing in a diversified portfolio of stocks indexed to the Nifty Midcap 150 Momentum 50 Index. It will track the performance of the top 50 companies based on their normalised momentum score within the Nifty Midcap Momentum 50 Index and invest in them.

      • How does momentum investing work?

        Momentum reflects a pattern of the top-performing stocks continuing to deliver high performance over the near future. Investors buy stocks when the trend shows upward performance and stay invested as long as the trend remains positive, selling at a higher price before the trend goes downward.

        With respect to the Nifty Midcap 150 Momentum 50 Index, the momentum score is calculated based on price return and its standard deviation and the top 50 stocks are selected. Finally, the portfolio is created depending on the weight allocation diversified across different sectors.

      • What is the proportion of investment between equity and debt components?

        The fund’s composition is 80-100% equity and equity-related financial instruments and 0-20% cash or money market instruments, bank deposits, and mutual funds.

      • Why should you consider adding momentum to your midcap investments?

        The Nifty Momentum index has been found to outperform the Nifty Midcap 150 index over the long term. Since inception, the CAGR for the Nifty Midcap 150 Momentum 50 Index has been 23.6% as against 16.6% for the Nifty Midcap 150 Index.

      • Disclaimers

        • Tata AIA Midcap Momentum Index Fund (SFIN: ULIF 0XX 17/06/24 MMIF 110). Midcap Momentum Fund is part of various funds which the policyholder can choose from. For further details on funds, refer to the sales brochures.
        • TATA AIA Rising India Fund. Asset Allocation: Equity & Equity related instruments: 80% - 100%, Debt: 0% , Cash/Money Market Instruments, Bank Deposits and Mutual Funds: 0% - 20%.
        • ©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 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.
        • Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health is only the name of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.
        • Tata AIA Pro-Fit comprises of Tata AIA Smart Health, A Unit-linked, Non-participating, Individual Health Insurance Plan (UIN: 110L168V02), Tata AIA Sampoorna Health, A Non-Linked, Non- Participating Individual Health rider (UIN: 110A167V02) & TATA AIA OPD Care, A Linked, Non-Participating Individual Health rider (UIN: 110A166V02). Tata AIA Smart Health is also available individually for sale.
        • Param Rakshak Plus solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L156V03), Tata AIA Vitality Protect Plus, A Non-Linked, Non- Participating Individual Health rider (UIN: 110A048V03) and Tata AIA Vitality Health Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A047V02).
        • Param Rakshak II solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit- linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V03) and Tata AIA Vitality Protect Plus, A Linked, Non-participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak ROP solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-Linked, Non-Participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V03) and Tata AIA Vitality Protect Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak IV solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V03) and Tata AIA Vitality Protect Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak Pro solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-Participating, Individual Life Insurance Plan (UIN: 110L172V01) and Tata AIA Vitality Protect Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak Elite solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-Participating, Individual Life Insurance Plan (UIN: 110L172V01) and Tata AIA Vitality Protect Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03).
        • Param Rakshak Prime solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan (UIN: 110L172V01) and Tata AIA Vitality Protect Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Tata AIA Smart Sampoorna Raksha and Tata AIA Smart Sampoorna Raksha Pro plans are also available individually for sale. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are 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. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%.
        • THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICYHOLDER WILL NOT BE ABLE TO SURRENDER/WITHDRAW THEIR MONEY INVESTED IN LINKED INSURANCE PRODUCTS COMPLETELY OR PARTIALLY TILL THE END OF THE FIFTH YEAR.
        • 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 the fund and factors influencing 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.
        • **As per Income Tax Act, 1961 exemption under section 10(10D) will not be available to the ULIP policies issued on or after 1st February 2021 if the amount of aggregate annual premium payable in the financial year for all such policies exceeds INR 2,50,000/-.  Policy becomes ineligible for section 10(10D). Once policy becomes ineligible, it will remain so till term of policy except death claim. Such ineligible ULIP policies would be a capital asset and accordingly will be taxable as capital gain in the hands of policyholders. In case of death, total death proceeds will remain exempted.
        • The fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the Company").
        • 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 influencing 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 benefits would be available as per the prevailing income tax laws, subject to fulfilment of conditions stipulated therein. Tata AIA Life Insurance Company Ltd. does not assume responsibility for tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you.
        • 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 influencing the capital and debt markets; hence, this advertisement does not individually confer any legal rights or duties.
        • This is not investment advice. Please make your own independent decision after consulting your financial or other professional advisors.
        • 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 all the Premiums Paid.
        • Insurance cover is available under the product. For more details on risk factors, terms and conditions, please read the 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 they will be subject to the Company's underwriting and acceptance.
        • L&C/Advt/2024/May/1536

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