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Plan 360° protection with health, wealth and life cover.

Plan 360° protection with health, wealth and life cover.

+91

    TATA AIA Life Insurance Co. Ltd will send you updates on your policy, new products & services, insurance solutions or related information. Select here to opt-in.

    NAV of ₹10 available for policies issued on 24th July 2023


    About Small Cap Discovery Fund


    India's rapid economic growth has positioned it as one of the world's fastest-growing economies, making it an opportune time to invest. Small cap stocks, which have the potential to benefit greatly from this growth, could become more valuable. By carefully selecting small-cap stocks that offer opportunities for value creation, the Tata AIA Small Cap Discovery Fund aims to help investors grow their wealth while also providing a life cover.

    Looking to buy a new insurance plan? 

    Our experts are happy to help you!

    +91

    TATA AIA Life Insurance Co. Ltd will send you updates on your policy, new products & services, insurance solutions or related information. Select here to opt-in

    Why Invest in Small Cap Discovery Fund?

    • 01

      Future Giants

      Fundamentally good small cap companies have the potential to grow big and become future giants.
    • 02

      Reasonable Valuation

      Many small cap companies trade at reasonable valuations making them attractive to invest.
    • 03

      High Growth Potential

      Offers good growth prospects as such companies are at early stage in their life cycle.
    • 04

      Favourable Macro Factor

      Rising per capita GDP boosting discretionary consumption and formalization of economy


     


    Source
    : Bloomberg, Kotak Institutional Equities


    Tata AIA Funds Have Delivered Benchmark Beating Performance 

     

    Last 5 Years’s Returns

    Tata AIA Funds

    Fund Return (%)

    Benchmark Return (%)

    Multi Cap Fund

    21.73%

    12.42%

    India Consumption Fund

    20.35%

    12.42%

    Top 200 Fund

    21.20%

    12.42%


    Data as on June 30, 2023. 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; India Consumption Fund - ULIF 06115/07/14 ICF 110; Top 200 Fund - ULIF 027 12/01/09 ITT 110.

    Small Cap Discovery Fund is available with the following Tata AIA Life Insurance products

    Disclaimer

    • Small Cap Discovery Fund is part of a various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure.

    • Data as on June 30, 2023. Past performance is not indicative of future performance. Source: NSE India. Nifty Smallcap 100 Index Inception Date: March 30, 2011

    • Tata AIA Life Insurance Smart Sampoorna Raksha 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: 110L156V02) and Tata AIA Vitality Protect Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A048V01)

    • 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: 110L156V02) and Tata AIA Vitality Protect Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V01)

    • Tata AIA Smart Sampoorna Raksha, Unit-Linked, Non-Participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V02)

    • Tata AIA i Systematic Insurance Plan, Unit Linked Individual Life Insurance Savings Plan (UIN:110L164V01)

    • Tata AIA Fortune Pro, Unit Linked Individual Life Insurance Savings Plan (UIN:110L112V04)

    • Tata AIA Fortune Maxima, Non-Participating, Unit Linked, Whole Life Individual Savings Plan (UIN:110L113V06)

    • Tata AIA Wealth Maxima, Unit Linked Whole Life Individual Savings Plan (UIN:110L114V03)

    • Tata AIA Wealth Pro, Unit Linked, Individual Life Insurance Savings Plan (UIN: 110L111V03)

    • Tata AIA i Systematic Insurance Plan, Unit Linked Individual Life Insurance Savings Plan (UIN:110L164V01)

    • Param Rakshak solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-Linked, Non-Participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L156V02) and Tata AIA Vitality Protect Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A048V01).

    • 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:110L156V02), Tata AIA Vitality Protect Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V01) and Tata AIA Vitality Health Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A047V01).

    • 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: 110L156V02) and Tata AIA Vitality Protect Plus, A Linked, Non-participating, Individual Health Rider (UIN: 110A048V01).

    • Param Rakshak IlI solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-Linked, Non-Participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V02) and Tata AIA Vitality Protect Plus, A Non-linked, Non-Participating, Individual Health Rider (UIN: 110A048V01).

    • Tata AIA Life Insurance Smart Sampoorna Raksha is also available individually for sale.

    • 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.

    • 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 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Life Insurance Smart Sampoorna Raksha 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.

    • The solutions are not guaranteed issuance solutions and it will be subject to Company’s underwriting and acceptance. 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 premium paid.

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

    • For more details on risk factors, terms and conditions please read respective sales brochure carefully before concluding a sale.

    • L&C/Advt/2023/Jul/2081