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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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ESG is the consideration of Environmental, Social and Governance factors in the investment process.
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% |
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.
Solution Composition
Disclaimers