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Tata AIA Nifty Alpha 50 Index Fund
The primary investment objective of the Fund is to generate capital appreciation in the long term by investing in a portfolio of stocks indexed to the Nifty Alpha 50 Index. The fund will invest 80%-100% in Equity and Equity related instruments and 0%-20% in Cash and Money Market Securities.
Want to bring high alpha stocks to your portfolio?
Our experts are happy to help you!
Tata AIA Nifty Alpha 50 Index Fund Details
Benchmark |
Nifty Alpha 50 - 100% |
Fund Management Charges |
1.35% 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 Nifty Alpha 50 Index Fund?
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![Allocation in Different Market Cap: Formula-based Investing]( "Financial Security: Term Insurance Death Benefit for Debts, and Future Needs")
Allocation in Different Market Cap
Invest in the top-performing 50 stocks out of the Top 300 stocks in the universe. Participate in all 3 categories: Large, Mid, & Small Cap, & Get the highest alpha generators.
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![Promote Winning Stocks]( "Affordable Premiums: Obtain Higher Coverage with Term Insurance's Lower Premiums")
Promote Winning Stocks
Includes stocks that have delivered superior stock performance & removes stocks with relatively poor performance.
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![Reflecting Market Sentiments]( "Borrowing Security: Term Insurance Protects Family from Inheriting Financial Liabilities")
Reflecting Market Sentiments
When rebalancing, the allocation is increased toward midcap and small-cap stocks during bull markets. During bear markets, investment allocation is more toward large-cap stocks.
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![Quarterly Index Rebalancing]( "Income Replacement: Term Insurance Supports Family Living Expenses & Education")
Quarterly Index Rebalancing
The index fund is rebalanced every quarter on the last trading day of Feb, May, August, November.
Tata AIA Funds Have Delivered Benchmark Beating Performance
|
Last 5 Years Returns5 |
Since Inception6 Returns |
||
Tata AIA Funds |
Fund Return (%)5 |
Benchmark Return (%)5 |
Fund Return (%)6 |
Benchmark Return (%)6 |
Multi Cap Fund |
31.79% |
20.44% |
23.39% |
14.76% |
Top 200 Fund |
31.69% |
20.44% |
20.21% |
16.36% |
India Consumption Fund |
31.19% |
20.44% |
22.74% |
14.76% |
5Data as of Aug 31, 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.
6Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015.
Ensure Long-term Investment Security
The Tata AIA Nifty Alpha 50 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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![Param Raksha Life Maxima +]( "Param Raksha Life Maxima +")
Tata AIA
Param Raksha Life Maxima +
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![Param Raksha Life Pro +]( "Param Raksha Life Pro +")
Tata AIA
Param Raksha Life Pro +
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![Param Raksha Life Growth +]( "Param Raksha Life Growth +")
Tata AIA
Param Raksha Life Growth +
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![Param Raksha Life Advantage +]( "Param Raksha Life Advantage +")
Tata AIA
Param Raksha Life Advantage +
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![Param Raksha Life Pro]( "Param Raksha Life Pro")
Tata AIA
Param Raksha Life Pro
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![Smart Fortune Plus]( "Smart Fortune Plus")
Tata AIA
Smart Fortune Plus
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![Pro-fit]( "Pro-fit")
Tata AIA
Pro-Fit
NFO is available under other ULIPs as well.
Who Should opt For the Tata AIA Nifty Alpha 50 Index Fund?
Individuals who prefer seeking a comprehensive solution with life cover and the opportunity to invest for long-term can opt for the Tata AIA Nifty Alpha 50 Index Fund. However, it can be particularly optimal for high-risk profile investors.
Want to bring high alpha stocks to your portfolio?
Our experts are happy to help you!
Important Dates
- NFO Window: 23rd September to 30th September
Frequently Asked Questions
What is the investment objective of the Upcoming NFO: Tata AIA Nifty Alpha 50 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 Alpha 50 Index Fund.
How does NIFTY Alpha 50 Index Fund invest work?
The NIFTY Alpha 50 Index Fund focuses on investing in stocks from the NIFTY 300 that have demonstrated high "alpha," meaning they have outperformed the market on a risk-adjusted basis. Stocks are selected based on their one-year alpha score, with the top performers included in the index.
The fund will be rebalanced quarterly, basis the rebalancing of the index. Each stock's weight in the fund is determined by its alpha, with higher alpha stocks receiving a greater allocation to maximise potential returns.
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 Nifty Alpha 50 to your investment portfolio?
Policyholders should consider investing Tata AIA’s NIFTY Alpha Index Fund for Long Term Wealth Creation by Investing in Attractive Opportunities across Market Caps & Sectors.
Disclaimers
- This advertisement is designed for Tata AIA Param Raksha Life Advantage +, Tata AIA Param Raksha Life Growth +, Tata AIA Param Raksha Life Pro + , Tata AIA Param Raksha Life Maxima +, and Tata AIA Param Raksha Life Pro which are the combination of benefits of two individual and separate products named (1) Tata AIA Smart Sampoorna Raksha Supreme - A Non-participating, Unit Linked Individual Life Insurance Savings Plan (UIN: 110L179V01) and (2) Tata AIA Vitality Protect Advance - Individual, Non-linked, Non-participating, Health Insurance (UIN: 110N178V01). These products are also available for sale individually without the combination offered/ suggested. This benefits illustration is the arithmetic combination and chronological listing of combined benefits of individual products. The customer is advised to refer the detailed sales brochure of respective individual products mentioned herein before concluding sale.
- Tata AIA Pro-Fit comprises of Tata AIA Smart Health, Non-participating, Unit-linked, Individual Health Insurance Plan (UIN: 110L168V03), 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 and Tata AIA Smart Sampoorna Raksha Supreme plan are also available individually for sale.
- Tata AIA Smart Fortune Plus - Non-Participating, Unit Linked Individual Life Insurance Savings Plan (UIN: 110L177V01).
- Tata AIA Nifty Alpha 50 Index Fund is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure. • Nifty Alpha 50 Index Fund (SFIN: ULIF 077 30/09/24 NAF 110).
- 1© 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.
- 2Income Tax bene fits 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 on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefi ts available to you.
- 35-year computed NAV for Multi Cap Fund as of Aug 2024. Other funds are also available. Benchmark of this fund is S&P BSE 200.
- 4All funds open for new business which have completed 5 years since inception are rated 4 star or 5 star by Morningstar as of August 2024.
- Nifty Alpha 50 Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%.
- 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 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. 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 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 on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits 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 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 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 influencing 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 financial or other professional advisor.
- The fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the Company). Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Smart Health, Tata AIA Smart Fortune Plus and Tata AIA Smart Sampoorna Raksha Supreme 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. This is not an investment advice, please make your own independent decision after consulting your financial or other professional advisor.
- 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.
- L&C/Advt/2024/Sep/2706
