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Tata AIA Large Cap Equity Fund

The Tata AIA Large Cap Equity Fund is designed with the primary goal of achieving long-term capital appreciation. It does so by strategically investing in a portfolio primarily composed of equity and equity-linked securities. This approach ensures a focus on growth-oriented investments while maintaining a balance that aligns with varied investor objectives.

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IN THIS POLICY, THE INVESTMENT RISK IN INVESTMENT PORTFOLIO IS BORNE BY THE POLICYHOLDER

Tata AIA

Param Raksha Life Pro+

Key Benefits:

Large Cap Equity Fund delivered 20.52% Returns (Benchmark: 12.21%)*
All funds rated 4 or 5 stars1 by Morningstar`
Get income tax³ benefits as per applicable tax laws

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Tata AIA

Pro-Fit

Key Benefits:

Large Cap Equity Fund delivered 20.52% Returns (Benchmark: 12.21%)
Get health cover up to ₹20 Lakhs for Surgery⁴
Avail cashless claim service with income tax⁵ benefits

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What is the Investment Rationale?

The Tata AIA Large Cap Equity Fund is thoughtfully structured to generate long-term capital appreciation. With a focused investment strategy, the fund primarily allocates resources to a diversified portfolio of large-cap equity and equity-linked securities. By concentrating on high-quality, well-established companies with strong market capitalisations, the fund aims to deliver consistent growth while leveraging opportunities in the large-cap segment.

NAV as on December 24 :
₹70.5715

Benchmark:
S&P BSE 200 – 100%

Corpus as on 31 December, 24:
₹2,648.95 Crs.

Tata AIA has delivered benchmark beating performance across funds

Updated as on

Track NAV of Funds

Benefits of Tata AIA Large Cap Equity Fund

Focused Investment in Large-Cap Companies

This fund provides a targeted investment approach by focusing on well-established, large-cap companies. This strategy aims to deliver stable and consistent returns while minimising exposure to high volatility often associated with smaller market segments.
Potential for Optimal Returns

The Tata AIA Large Cap Equity Fund has demonstrated the potential to generate optimal returns over time. By leveraging the expertise of experienced fund managers and a robust investment strategy, investors can benefit from consistent performance aligned with their financial goals.
Highly Rated Performance

As of October 31, 2024, the Tata AIA Large Cap Equity Fund has received a prestigious 5-star rating from Morningstar. This recognition underscores the fund’s strong risk-adjusted returns and its ability to outperform peers in the market.
Long-Term Capital Appreciation

The fund is designed to deliver medium- to long-term capital growth. By encouraging disciplined, long-term investments it allows investors to navigate market fluctuations while reaping the rewards of compounding, ultimately aiding in wealth creation.

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What is the Tata AIA Large Cap Equity Fund?

The Tata AIA Large Cap Equity Fund primarily aims to generate long-term capital appreciation by investing predominantly in large-cap companies. This fund focuses on providing stable growth by selecting well-established, financially strong companies with a strong market presence.

How does the Tata AIA Large Cap Equity Fund manage risk?

The Tata AIA Large Cap Equity Fund focuses on investing in large-cap companies, which are generally considered less volatile compared to mid-cap and small-cap stocks. The fund's risk is managed by focusing on blue-chip companies with stable earnings and a proven track record of performance.

Who should consider investing in the Tata AIA Large Cap Equity Fund?

The Tata AIA Large Cap Equity Fund is ideal for long-term investors who are seeking capital appreciation with a relatively lower risk profile. It is also suitable for investors looking to build a diversified portfolio with exposure to well-established, large-cap companies.

What are the potential benefits of investing in Tata AIA Large Cap Equity Fund?

Some key benefits include exposure to large-cap stocks, which tend to be more stable and offer steady growth. The fund also provides diversification within the large-cap sector, potentially minimising risk while maximising long-term returns.

What is the ideal investment horizon for this fund?

The Tata AIA Large Cap Equity Fund is suitable for long-term investors with a horizon of at least 5 years. This allows the investments to benefit from the power of compounding and ride out market fluctuations.

How do I track the performance of Tata AIA Large Cap Equity Fund?

You can track the performance of the Tata AIA Large Cap Equity Fund by checking its Net Asset Value (NAV) on the Tata AIA website or through various financial platforms. Additionally, periodic fund reports provide insights into the fund’s performance and market outlook.

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.
Tata AIA Large Cap Equity Fund (SFIN: ULIF 017 07/01/08 TLC 110). Tata AIA Large Cap Equity Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure.
Param Raksha Life Pro+ 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: 110L179V01) and (2) Tata AIA Vitality Protect Advance A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).
Tata AIA Pro-Fit comprises of Tata AIA Health Pro, A Non-Participating, Unit-linked, Individual Health Insurance Plan (UIN: 110L180V01), Tata AIA Health Secure, A Non- Participating, Unit Linked, Individual Health rider (UIN: 110A050V01) & Tata AIA Health Secure, A Non-Participating, Non-Linked Individual Health Product (UIN: 110N181V01). Tata AIA Health Pro and VitaHealth are also available for sale individually.
¹5-year computed NAV for Large Cap Equity Fund as of Dec 2024. Other funds are also available. The benchmark of this fund is S&P BSE 200.

⁺Tata AIA Large Cap Equity Fund open for new business which has completed 5 years since inception is rated 5 stars by Morningstar on a 5-year basis as of October 31, 2024
¹All funds open for new business which have completed 5 years since inception are rated 4 star or 5 star by Morningstar as of August 2024
²Market-linked returns are subject to market risks and terms & conditions of the product. The assumed rate of returns or illustrated amount may not be guaranteed and depends on market fluctuations.
³Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. For ULIP policies, maturity income will be taxable if annual aggregate premium exceeds ₹2.5 Lakh in a financial year. For non ULIP insurance policies, maturity income will be taxable if annual aggregate premium exceeds ₹5 Lakh in a financial year. Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you.
⁵Income Tax benefits would be available as per the prevailing income tax laws under old tax regime, subject to fulfillment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you.
Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & Smart Sampoorna Raksha Supreme and Tata AIA Health 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.
L&C/Advt/2025/Mar/1084