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The Top 200 Alpha 30 Index Fund aims to capture the growth potential of India’s 30 best alpha-generating stocks selected from the Nifty 200 index. The fund focuses on large and mid-cap stocks, offering a balance of stability and growth for long-term capital appreciation. By investing in stocks with the highest Jensen's alpha, the fund seeks to deliver better returns while managing volatility.
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 200 Alpha 30 Index. The fund will invest 80%-100% in Equity and Equity related instruments and 0%-20% in Cash and Money Market Securities.
Secure your family’s future with life cover while growing your wealth through market-linked returns.
The Nifty 200 Alpha 30 benchmark fund has delivered an impressive 29.41% returns1 over the last 5 years.
Our funds have been rated 4 or 5 stars2 by Morningstar3, reflecting their strong performance and reliability.
Get exposure to 30 high-alpha stocks from India’s top 200 companies, selected for their growth prospects.
Get attractive returns while minimizing risk through diversified allocation and quarterly rebalancing.
Get benefit from India's rapidly expanding economy and its long-term growth potential.
In this policy, the investment risk in investment portfolio is borne by the policy holder
Tata AIA
Solution Composition
This advertisement is designed for combination of benefits of following individual and separate products named (1) Tata AIA Smart Sampoorna Raksha Supreme Unit Linked, Non-Participating Individual Life Insurance Plan (UIN: 110L179V02) and (2) Tata AIA Vitality Protect Advance - A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01). Tata AIA Smart Sampoorna Raksha Supreme and Tata AIA Vitality Protect Advance is available individually for sale.
Tata AIA
Solution Composition
Tata AIA Premier SIP is a combination of the Tata AIA Smart SIP, a non-participating, unit-linked, individual life insurance savings plan (UIN: 110L174V01), and Tata AIA Vitality Protect Advance, an individual, non-linked, non-participating health insurance plan (UIN: 110N178V01). Tata AIA Smart SIP and Tata AIA Vitality Protect Advance is available individually for sale.
Tata AIA Top 200 Alpha 30 Index Fund
Benchmark |
Nifty 200 Alpha 30 – 100% |
Fund Management Charges |
1.35% per annum |
Risk Profile |
High |
Asset Allocation |
Equity & Equity related instruments - 80%-100% Cash / Money Market Instruments, Bank Deposits and Mutual Funds –0 – 20%
|
Amounts are calculated for 20 years investment at 10% annual rate of return.
Our Recent NFO Performance
Tata AIA Funds |
AUM (In Crores) |
Inception Date |
Returns Since Launch5 |
Benchmark Returns |
Rising India Fund |
₹606.38 |
31-Mar-24 |
11.39% |
10.71% |
Small Cap Discovery Fund |
₹1,290.92 |
24-Jul-23 |
37.42% |
26.49% |
Flexi Growth Fund |
₹825.44 |
31-Dec-23 |
17.80% |
11.99% |
5Data as of May 30, 2025. Past performance is not indicative of future performance. Fund Benchmark: Rising India Fund - NSE Nifty 500; Flexi Growth Fund - NIFTY 500 Index; Small Cap Discovery Fund - NIFTY Small cap 100 - 100% | Rising India Fund - SFIN: Flexi Growth Fund: ULIF 068 25/04/23 FGF 110; Small Cap Discovery Fund: ULIF 071 22/05/23 SCF 110; Rising India Fund - ULIF 073 17/01/24 RIF 110. Other funds are also available under this solution.
Tata AIA funds have delivered benchmark beating performance
|
Last 5 Years Returns6 |
Since Inception7 Returns |
||
Tata AIA Funds |
Fund Return (%)6 |
Benchmark Return (%)6 |
Fund Return (%)7 |
Benchmark Return (%)7 |
Multi Cap Fund |
31.40% |
22.70% |
20.79% |
13.09% |
Top 200 Fund |
32.30% |
22.70% |
19.03% |
15.29% |
India Consumption Fund |
30.44% |
22.70% |
20.13% |
13.09% |
6Data as of May 30, 2025, | 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. 7 Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015. Other funds are also available under this solution.
India is currently witnessing an unprecedented consumption boom, fueled by:
Strong Economic Growth: India is now experiencing a consumption boom. India's GDP grew by 7.4% in Q4 FY259, resulting in a full-year growth of 6.5%, even as the world faced challenges. This makes India the fastest-growing economy. Stable Geopolitical Arena: India continues to enjoy a stable geopolitical environment, which supports both domestic and international business operations.Favourable Macroeconomic Indicators: India is projected to become the world's fourth-largest economy10 by the end of fiscal 2026, driven by robust domestic growth and structural reforms.By investing in this fund, you can grow your wealth alongside India’s booming economy.
The Tata AIA Top 200 Alpha 30 Index Fund is ideal for:
First-Time Investors:
Tax-Savvy Investors:
Salaried Professionals:
Retirement Planners:The Nifty 200 Alpha 30 Index includes 30 stocks selected from the Nifty 200 Index based on their ‘Jensen’s Alpha’. The weight of each stock in the index is determined by its alpha score.
NFO Window: 23rd June 2025 – 30th June 2025
Our experts are happy to help you!
1. What is the investment objective of Tata AIA Top 200 Alpha 30 Index Pension 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 200 Alpha 30 Index. The fund will invest 80%-100% in Equity and Equity related instruments and 0%-20% in Cash and Money Market Securities.
2. What is the fund's benchmark?
The fund's benchmark is the Nifty 200 Alpha 30 Index, which includes the performance of the top 30 alpha-generating stocks selected from the Nifty 200.
3. What is the expense ratio (FMC) of this fund?
The expense ratio of Tata AIA Top 200 Alpha 30 Index Pension Fund is 1.35% per annum.
4. What is the proportion of investment between equity and debt components?
By investing predominantly in high-growth equities while maintaining some stability through debt and liquid assets, the fund seeks to offer optimal returns with managed risk over the long term.
5. How can I track the performance of my investment?
You can track the performance of your investment through your Tata AIA customer portal account. We provide regular updates on your fund’s performance.
6. Is Tata AIA Top 200 Alpha 30 Index Pension Fund good for retirement planning?
The Tata AIA Top 200 Alpha 30 Index Pension Fund can be an effective choice for investors seeking exposure to India's best 30 alpha-generating stocks. It focuses on long-term capital appreciation thereby making it a good option for retirement planning, especially if you're aiming for wealth growth over time.
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