Tata AIA Flexi Growth Fund II : Maximize your wealth with Flexible Equity Investment

Tata AIA Flexi Growth Fund II : Maximize your wealth with Flexible Equity Investment

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Tata AIA Flexi Growth Fund - II

Jab Portfolio mein aaye Flexibility, Life ban jaye fikar-free!

Return + Life Cover to safeguard your wealth

Plan 360° protection with health, wealth and life cover

NAV of ₹10 available for policies issued on 31 st July 2024

The primary investment objective of the Fund is to generate capital appreciation in the long term by investing in a portfolio of stocks across market capitalization. The Tata AIA Flexi Growth - II fund maintains flexibility to invest in carefully selected companies that offer opportunities across large, mid or small capitalization space.

The fund will invest 70%-100% in Equity and Equity related instruments and 0%-30% in Debt and 0%-30% Money Market Instruments, Bank deposits and Mutual Funds.

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Life cover to safeguard wealth

Flavors of all market caps in one fund

Flexibility to choose the sector basis growth potential

High quality, diversified portfolio

Strong performance potential

95.55% of our AUM has been rated 4 or 5 stars by Morningstar

Returns as of '26 . Fund ratings by Morningstar as of July'26.

Last 5 Years Returns*

Since Inception** Returns

Benchmark Return (%)*

India Consumption Fund

*Data as on June 30, 2024. 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. • **Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015.

NFO Opens – 16th July

NFO Closes – 30th July

Fund Launch – 31st July

What is the investment objective of Flexi Growth Funds?

Flexi Growth Funds aims for long-term wealth creation by investing in a portfolio of stocks, being dynamically overweight/underweight across market capitalization.

How can I invest in the Flexi Growth Fund – II ?

You can invest in the Flexi Growth Fund – II by investing in our popular life insurance plan:

What risk management strategies can be used by a Fund Manager to navigate market uncertainty?

The Flexi Growth Fund – II is expected to mitigate volatility by dynamically navigating across market capitalization. Moreover, it’s well-diversified portfolio in sectors across market caps would also help to navigate market uncertainty. The Fund would invest predominantly in mid/small caps in buoyant markets leading to better capital appreciation while it would have a large cap bias to limit the downside in tepid economic cycles.

How is a Flexi Growth Fund different from a Multi-cap Fund?

Multicap fund provides a unique opportunity for our investors to participate across market caps in a single fund. However, the Fund has mandatory restriction in terms of a minimum allocation in each of the market caps. Flexi Growth Fund offers unconstrained market cap allocation wherein a Flexi Growth Fund at any given point in time, can be dynamically overweight/underweight across Large/Mid/Small cap depending on their relative valuation, Investment opportunities across the spectrum and understanding of the broad market sentiments, market outlook and market cycles Furthermore, three distinct funds can be replaced by one all-weather offering – Flexi Growth Fund, for your long-term wealth creation needs.

Who can be the correct target audience for this Fund?

Any investor with a high-risk appetite who has long term wealth creation objectives would be the target audience for this fund. To re-iterate, Flexi Growth Fund, being an all-weather fund would be preferred fund among most long-term investors.

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