Tata AIA Momentum Value 50 Index Fund

Tata AIA Momentum Value 50 Index Fund

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In this policy the investment risk in the investment portfolio is borne by the policyholder.

Momentum Investing with long-term capital appreciation.

18:20% - 5 year CAGR of BSE 500 Momentum Value 50 Index 1

10 yr Index Returns 3 : 14.53%

Starts at ₹1,000/month

1 T&C apply. Past performance is not indicative of future performance. The linked insurance product do not offer any liquidity during ... Read More 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.

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4% and 8% are assumed rates of return. Tata AIA Multi Cap Fund 5-year Returns: 15.42% (Benchmark: 10.06%) as of Mar'26

by paying a premium of ₹21,749/month (for 5 years)

Total premium: ₹8.62 Lakh

Save ₹6,852 with discounts

Returns as of July, 2026

A certified Tata AIA expert will call you from a 1600‑series number to help customise your plan.

Param Raksha Life Pro +. 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 Health Buddy, Non-Participating, Non-Linked, Individual Health Product (UIN: 110N183V01). These products are also available for sale individually without the combination offered/suggested. This benefit illustration is the arithmetic combination and chronological listing of combined benefits of individual products. The customer is advised to refer the detailed sales brochure of respective individual products mentioned herein before concluding sale.

In this policy, the investment risk in investment portfolio is borne by the policyholder

The primary investment objective of Tata AIA Momentum Value 50 Index Fund is to generate long-term capital appreciation by investing in a portfolio of companies selected through a systematic multifactor framework combining Momentum and Value characteristics from the BSE 500 universe, customized as per IRDAI regulatory requirements. The fund aims to capture stocks that exhibit strong market leadership while also trading at attractive valuations. The fund will invest 80%-100% in Equity and Equity Related Instruments and 0%-20% in Cash, Money Market Instruments.

Tata AIA Momentum Value 50 Index Fund is a new fund, so historical performance of the fund is not available. However, since this fund will attempt to replicate the BSE 500 Momentum Value 50 Index (Customized), the historical returns of the underlying index may be used as a surrogate. BSE 500 Momentum Value 50 Index 5-year CAGR has shown 18.20% returns and 10-year CAGR return of 21.35%.

Tata AIA Fund Performance

Since Inception CAGR 8

India Consumption Fund

7 Data as on July, 2026. Past performance is not indicative of future performance. Fund Benchmark: Tata AIA Multi Cap Fund – S&P BSE 200; Tata AIA India Consumption Fund - S&P BSE 200; Tata AIA 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. 8Inception 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.

*Individual stock weight caps are applied quarterly effective at the open of Monday following the third Friday of March, June, September and December. Constituents’ index shares are calculated using closing prices on Wednesday prior to the second Friday of the rebalancing month as the reference price.

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

Tata AIA Momentum Value 50 Index Fund

BSE 500 Momentum Value 50 Index

Fund Management Charges

Equity & Equity-related instruments: 80%-100%

Cash/Money Market Instruments and, Bank Deposits 0–20%

Nimesh Mistry Total experience of 15+ years. Experienced fund manager with expertise in managing diversified equity portfolios.

NFO Window: 23 rd Sept 2026 to 30 th Sept 2026

Assets Under Management 9

All funds rated 4 or 5 by stars 3 by Morningstar 4

Presence across major cities in India

Families protected so far 10

Individual Death Claim Settlement Ratio 11

Our experts are happy to help you!

Tata AIA Momentum Value 50 Index Fund is a passive fund which is benchmarked against the BSE 500 Momentum Value 50 Index, providing broad exposure to the Indian equity market.

The expense ratio of Momentum Value 50 Index is 1.35% per annum.

Tata AIA Momentum Value 50 Index Fund is managed by Nimesh Mistry.

Since Tata AIA Momentum Value 50 Index Fund primarily invest in equity, it is categorised as high-risk fund.

Yes, this fund can help in long-term wealth creation , especially for investors who want to participate in India’s equity growth story through a more structured, rule-based approach.

You can track the performance of your investment through My DigiAccount . We provide regular updates on your fund’s performance.

Tata AIA Momentum Value 50 Index Fund may suit long-term investors seeking diversified equity exposure. It helps investors participate in India’s growth story through companies that show strong performance potential, financial strength, reasonable valuation and relative stability.

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