Call us

Call us
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 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:
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:
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!
Disclaimer