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What is Sustainable Equity Fund?
Sustainable Equity Fund is TATA AIA’s ESG Fund, also known as Sustainable Fund, that will allow ULIP plan holders to invest in businesses that are environmentally conscious, socially responsible and follow ethical management practices. Sustainable products and practices allow businesses to strengthen their profitability and thereby offer sizeable returns to the investors. Choose this Sustainable Equity Fund if you wish to secure your financial future and make the world a better place at the same time.
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What Makes ESG Fund Special?
ESG is the consideration of Environmental, Social and Governance factors in the investment process.
Benefits to policyholders from ESG integration in investments
Sustainable Growth
High Growth Potential
Competitive Positioning
Reduced Business Risk
Long-term Capital Appreciation
Responsible Investing
Likelihood of Fewer Business Disruptions
Reliable Financial Results
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About Tata AIA’s Sustainable Equity Fund
Investment Objective
The primary investment objective of the fund is to generate capital appreciation in the long term by investing in a diversified portfolio of companies following green and good business practices.
Fund Strategy
Sustainable Equity Fund will adopt TATA AIA’s holistic investment approach that aims to generate long-term, attractive, market-linked and risk-adjusted returns for the policyholders.
Who should invest in this fund
The fund is suitable for policyholders who are seeking benefits of life insurance cover along with capital appreciation in the long term with investments in companies following the ESG theme.
| Equity and Equity related instruments | 80% - 100% |
| Debt instruments | 0% - 20% |
| Money Market Instruments, Cash, Bank Deposits and Mutual Funds | 0% - 20% |
TATA AIA has delivered benchmark beating performance across funds
| Last 5 Years Returns | Since Inception** Returns | |||
| Tata AIA Funds | Fund Return (%) |
Benchmark Return (%) |
Fund Return (%) |
Benchmark Return (%) |
| Whole Life Mid Cap Equity Fund | 11.97% | 8.89% | 14.09% | 11.67% |
| Multi Cap Fund | 19.57% | 9.87% | 19.25% | 10.86% |
| Whole Life Aggressive Growth Fund | 12.26% | 9.38% | 11.54% | 8.71% |
Data as on February 28, 2023. Past performance is not indicative of future performance.
- **Inception Date: Whole Life Mid Cap Equity Fund – January 10, 2007; Multi Cap Fund – October 05, 2015; Whole Life Aggressive Growth Fund - January 12, 2007.
- Fund Benchmark: Whole Life Midcap Equity Fund - Nifty Midcap 100; Multi Cap Fund – S&P BSE 200; Whole Life Aggressive Growth Fund - 65% Nifty 50 + 35% CRISIL Composite Bond Fund
Index. SFIN: Whole Life Midcap Equity Fund - ULIF 009 04/01/07 WLE 110; Multi Cap Fund – ULIF 060 15/07/14 MCF 110; Whole Life Aggressive Growth Fund - ULIF 010 04/01/07 WLA 110. - Nifty Indices are independent of Tata AIA Life Insurance
Sustainability Equity Fund is available with the following list of Tata AIA Life Insurance products
Solution Composition
- Param Rakshak solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha - A Unit-linked, Non-participating, Individual Life 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)
- Capital Guarantee* Solution is designed for combination of benefits of two individual and separate products named (1) Tata AIA Life Insurance Smart Income Plus (Non-Linked, Non-Participating Individual Life Insurance Savings Plan) - UIN: 110N126V04 and (2) Tata AIA Life Insurance Wealth Pro (Unit Linked, Individual Life Insurance Savings Plan) - UIN: 110L111V03 or Tata AIA Life Insurance Fortune Pro (Unit Linked, Individual Life Insurance Savings Plan) UIN: 110L112V04. 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 Life Insurance 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), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V01) and Tata AIA Vitality Health Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A047V01). Tata AIA Life Insurance Smart Sampoorna Raksha is also available individually for sale.
- Param Rakshak III 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)
- The full name of Tata AIA Smart Sampoorna Raksha Plus is Tata AIA Life Insurance Smart Sampoorna Raksha Plus. This 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).
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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.
- Sustainable Equity Fund is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure
- The complete name of Tata AIA Fortune Pro is Tata AIA Life Insurance Fortune Pro (UIN: 110L112V04) - Unit Linked Individual Life Insurance Savings Plan.
- The complete name of Tata AIA Fortune Maxima is Tata AIA Life Insurance Fortune Maxima - Non-Participating, Unit Linked, Whole Life Individual Savings Plan (UIN: 110L113V05)
- The complete name of Tata AIA Wealth Pro is Tata AIA Life Insurance Wealth Pro (UIN: 110L111V03) - Unit Linked, Individual Life Insurance Savings Plan
- The full name of Tata AIA Wealth Maxima is Tata AIA Life Insurance Wealth Maxima - Unit Linked Whole Life Individual Savings Plan (UIN:110L114V03)
- The full name of Tata AIA Smart Sampoorna Raksha is Tata AIA Life Insurance Smart Sampoorna Raksha - Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V02)
- Linked Insurance Products 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 Life Insurance Company Limited is only the name of the Insurance Company & Tata AIA Life Insurance Fortune Pro 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 fund is managed by Tata AIA Life Insurance Company Ltd.
- For more details on risk factors, terms and conditions please read Sales Brochure carefully before concluding a sale. The precise terms and condition of this plan are specified in the Policy Contract.
- 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).
- Investments 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 make your own independent decision after consulting your financial or other professional advisor
- Unit Linked Life Insurance products are different from the traditional insurance products and are subject to the risk factors. Please know the associated risks and the applicable charges, from your Insurance Agent or Intermediary or Policy Document issued by the Insurance Company.
- 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 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.
- Premium paid in the 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.
- Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the Insurance Company.
- Insurance cover is available under the product.
- The products are underwritten by Tata AIA Life Insurance Company Ltd.
- The plans are not a guaranteed issuance plan, and it will be subject to Company’s underwriting and acceptance.
- For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.
- 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).
- 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.
- All Premiums, Charges, and interest payable under the policy are exclusive of applicable taxes, duties, surcharge, cesses or levies which will be entirely borne/ paid by the Policyholder, in addition to the payment of such Premium, charges or interest. Tata AIA Life shall have the right to claim, deduct, adjust and recover the amount of any applicable tax or imposition, levied by any statutory or administrative body, from the benefits payable under the Policy.
- L&C/Advt/2023/Mar/0981
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