Rising India Fund by Tata AIA – Invest in India’s Growth

Rising India Fund by Tata AIA – Invest in India’s Growth

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Atmanirbhar Bharat mein invest karo, fikar-free life jiyo!

7% Growth Rate in FY 22 1

3 rd Largest Economy by 2027 2

US$1 Tn Digital Economy by 2030 3

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As India moves forward on its transformative journey as ‘Atmanirbhar Bharat’, we are proud to introduce Tata AIA Rising India Fund, an exciting opportunity for those who want to be part of India’s growth story.

The primary objective of Tata AIA Rising India fund is to harness India’s growth potential and generate returns by investing predominantly in equity and equity-related securities. The fund aims to enhance returns by investing in high growth potential stocks across large, mid and small cap companies in new age and traditional sectors.

The Rising India Fund will focus on investing

Equity related instruments

Cash, Money Market Instruments, Bank Deposits and Mutual Funds

Want to know more about Rising India Fund?

Our experts are happy to help you!

India is expected to grow at 6.2% for FY’25 ~ . This is evidenced by India's macroeconomic policy framework, strong investments in infrastructure and steady employment gains as reasons for solid growth in emerging-market economies.

India is also currently one of the fastest growing G20 economy and the fifth largest economy globally ## . This upwards trend is expected to continue and India is expected to be a developed economy by 2047.

This is mainly due to the Indian government’s emphasis on structural reforms that promote a business-friendly environment for Indian companies – further promoting more revenue and profit. This in turn encourages more investments creating a sustained upwards trajectory for the country.

So, what does all this mean for investors? – Tata AIA Rising India Fund seeks to capitalise on this growth potential by investing in India's traditional and new-age companies. Through this fund, you can gain increased returns over the long term.

This approach not only takes care medical emergencies but also helps you maintain a healthy lifestyle, offering you holistic protection beyond physical health by taking care of your mental well-being as well.

Last 5 Years Returns

Returns Since Inception**

Benchmark Return (%) *

India Consumption Fund

*Data as on February 29, 2024 @ . Past performance is not indicative of future performance.

Fund Benchmark: Multi Cap Fund, India Consumption Fund, Top 200 Fund: S&P BSE 200.

**Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015.

Funds Listed: Multi Cap Fund (ULIF 060 15/07/14 MCF 110), India Consumption Fund (ULIF 061 15/07/14 ICF 110), Top 200 Fund (ULIF 027 12/01/09 ITT 110), Fund Benchmark Listed: S&P BSE 200 (For Multi Cap Fund, India Consumption Fund, Top 200 Fund), Inception Dates: Multi Cap Fund - 05 Oct 2015, India Consumption Fund - 05 Oct 2015, Top 200 Fund - 12 Jan 2009

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

Unlock the power of compounding! Watch your investment grow

This fund is ideal for mid to long-term investors who are keen to benefit from Indian companies that are part of and driving India’s growing economy.

If you are looking for a promising equity-based investment opportunity that also offers a life cover and health & wellness benefits, then you should consider Tata AIA Rising India Fund.

Param Rakshak Solution

Param Rakshak Plus Solution

Who is this fund primarily aimed at?

The Tata AIA Rising India Fund is perfect for anyone interested in capitalising on India’s growth story by capturing untapped new-age corporate sector (value creation opportunities in the new age sectors as well as the traditional sectors riding both domestic as well as export narratives.). The fund allows you to allocate your investments into a mix of large cap, mid cap and small cap sectors while giving you superior returns over the long term.

How can I invest in Tata AIA’s Rising India Fund?

You can invest in Tata AIA Rising India Fund through any of our life insurance products that allow you to build a corpus, secure protection and avail health & wellness benefits. Some popular plans you can opt for include:

What are the risk management strategies used by the fund manager to navigate market uncertainty?

The Rising India Fund primarily distributes your market risk through a well-diversified portfolio that spans across multiple sectors and market caps. Our stock selection process also follows a research-backed bottom-up approach to offer dynamic market capitalisation while moderating risks.

However, since the Rising India Fund is primarily equity-based, market risks and fluctuations are inevitable. Hence, we recommend aligning your investments with your risk profile and opting for one of our other funds if you have a lower risk tolerance.

How is this different from investing in stocks or equity mutual funds?

While you can always go for direct equity investment options like stocks or equity mutual funds, you miss out on the health and wellness aspect that our life insurance solutions can offer.

Tata AIA Plans like Pro-Fit and our Param Rakshak variants offer health and wellness benefits in addition to life coverage and wealth creation.

This allows you to secure your loved ones, build wealth, take care of medical emergencies and maintain a healthy lifestyle, all the while rewarding you for doing so.

Tata AIA Pro-Fit comprises of Tata AIA Smart Health, A Unit-linked, Non-participating, Individual Health Insurance Plan (UIN: 110L168V02), Tata AIA Sampoorna Health, A Non-Linked, Non- Participating Individual Health rider (UIN: 110A167V02) & TATA AIA OPD Care, A Linked, Non-Participating Individual Health rider (UIN: 110A166V02).

Tata AIA Smart Health is also available individually for sale. Param Rakshak solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha - A Unit-linked, Non-participating, Individual Life Plan for Savings and Protection (UIN:110L156V03), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03).

Param Rakshak Plus solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L156V03), Tata AIA Vitality Protect Plus, A Non-Linked, Non- Participating Individual Health rider (UIN: 110A048V03) and Tata AIA Vitality Health Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A047V02).

Param Rakshak II solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit- linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V03) and Tata AIA Vitality Protect Plus, A Linked, Non-participating, Individual Health Rider (UIN: 110A048V03).

Param Rakshak IV solution comprises of Tata AIA Life Insurance Smart Sampoorna Raksha, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN: 110L156V03) and Tata AIA Vitality Protect Plus, A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03).

Param Rakshak Pro solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-Participating, Individual Life Insurance Plan (UIN: 110L172V01) and Tata AIA Vitality Protect Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A048V03).

Param Rakshak Elite solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-Participating, Individual Life Insurance Plan (UIN: 110L172V01) and Tata AIA Vitality Protect Plus, A Non-Linked, Non-Participating, Individual Health Rider (UIN: 110A048V03). Smart Sampoorna Raksha and Smart Sampoorna Raksha Pro plans are also available individually for sale.

Rising India Fund (SFIN: ULIF 073 17/01/24 RIF 110). Rising India Fund is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure. Asset Allocation: Equity & Equity related instruments: 70-100%, Debt: 0-30%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-30%.

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.

Unit Linked Life Insurance products are different from traditional insurance products and are subject to risk factors. The premium paid in 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.

The 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 fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the Company"). 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. 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). All investments made by the Company 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 know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the insurance company.

Goods and Services Tax and cesses, if any will be charged extra by redemption of units, as per applicable rates. Tax laws are subject to amendments from time to time. Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfilment of conditions stipulated therein.

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. Buying a Life Insurance policy is a long-term commitment. An early termination of the policy usually involves high costs, and the Surrender Value payable may be less than the all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.

The products are underwritten by Tata AIA Life Insurance Company Limited. The plans are not guaranteed issuance plans and it will be subject to Company's underwriting and acceptance.

Whilst every care has been taken in the preparation of this content, it is subject to correction and markets may not perform in a similar fashion based on factors influencing the capital and debt markets; hence this advertisement does not individually confer any legal rights or duties.

This is not an investment advice, please make your own independent decision after consulting your financial or other professional advisor.

1 Source: S&P Global Intelligence, Dec 2023. https://www.spglobal.com/marketintelligence/en/mi/research-analysis/india-seizes-crown-of-fastest-growing-g20-economy-dec23.html

2 Source: Mint, Feb 2024. https://www.livemint.com/market/stock-market-news/india-to-become-3rd-largest-economy-by-2027-market-cap-to-hit-10-trn-by-2030-jefferies-11708574245427.html

3 Source: The Hindu, Feb 2024. https://www.thehindu.com/business/dpis-to-help-india-achieve-1-trillion-digital-economy-by-2030/article67871914.ece#

~ Source: https://economictimes.indiatimes.com/news/economy/indicators/india-expected-to-grow-faster-at-6-2-in-fy25-oecd/articleshow/107434582.cms?from=mdr

## Source: https://www.businesstoday.in/india/story/fastest-growing-among-g20-economies-moodys-raises-indias-2024-gdp-forecast-to-68-from-61-419921-2024-03-04

# ©2024 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliates, including, without limitation, Morningstar India Private Limited (“Morningstar”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of Morningstar; (3) is not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources and (5) shall not be construed as an offer to buy or sell any security or other investment vehicle. Neither Morningstar, Inc. nor any of its affiliates (including, without limitation, Morningstar) nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other losses resulting directly or indirectly from the information.

@ Data as on February 29, 2024. Past performance is not indicative of future performance.

L&C/Advt/2024/Mar/0746

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