Tata AIA Tax Bonanza Consumption Fund | New Fund Offer In 2025

Tata AIA Tax Bonanza Consumption Fund | New Fund Offer In 2025

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

Invest Smart: Save Tax & Grow With India's Consumption Boom!

India Consumption fund delivered 26.49% Returns* (Benchmark: 16.57)

Top rated funds 1 by Morningstar 2

Save tax 4 up to ₹46,800 3

1 Data as of December 31, 2024. Past performance is not indicative of future performance. Fund Benchmark: India Consumption Fund - S&P BSE 200 | SFIN: India Consumption Fund - ULIF 06115/07/14 ICF 110. Inception Dates: India Consumption Fund: 05 Oct 2015. 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.

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4% and 8% are assumed rates of return. Tata AIA Multi Cap Fund Returns since inception: 20.38% (Benchmark: 12.98%) as of Nov'25

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

Total premium: ₹14.09 Lakh

Save ₹1,202 with discounts

10% discount on health product premium every year Additional fund booster will be added at the end of the policy term which is a defined % of average fund value on the last business day of the last eight policy quarters (2 years)

Returns as of November, 2025

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.

The Tata AIA Life Tax Bonanza Consumption Fund offers a unique opportunity to capitalize on India's growing consumption story. This fund aims to generate long-term capital appreciation through a diversified portfolio of companies benefiting from the nation's expanding middle class and higher disposable incomes.

Managed by experienced Tata AIA fund managers, it provides a balanced approach to investing in sectors driving India’s consumption growth, helping investors achieve their long-term financial goals.

The primary investment objective of the NFO Fund is to generate capital appreciation in the long term by investing in a diversified portfolio of companies which would benefit from India’s Domestic Consumption growth story.

The Tax Bonanza Consumption Fund could provide an investment opportunity in the theme of rising consumption power in India for long term returns.

Capitalize on India's growing consumer market.

Diversify across large, mid, and small-cap stocks for balanced growth.

Achieve long-term growth with a diversified portfolio.

Save income tax up to ₹46,800 3

Avail life cover and secure the financial future of your loved ones.

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

India Consumption fund delivered 26.49% Returns* (Benchmark:16.57%)

All funds rated 4 or 5 stars 1 by Morningstar 2

Unlimited free fund switches

Solution Composition

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 Vitality Protect Advance - A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

No Premium Allocation charges

Top rated 1 funds by Morningstar 2

Non-Participating, Unit Linked Individual Life Insurance Savings Plan (UIN:110L174V01)

Tata AIA Life Tax Bonanza Consumption Fund

Fund Management Charges

Equity & Equity related instruments - 60%-100%

Cash/ Money Market Instruments, Bank Deposits and Mutual Funds - 0-40%

Unlock the power of compounding! Watch your investment grow

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

Returns Since Launch 5

Small Cap Discovery Fund

5 Data as of Dec 31, 2024. Past performance is not indicative of future performance. 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.

Last 5 Years Returns 6

Since Inception 7 Returns

Benchmark Return (%) 6

Benchmark Return (%) 7

India Consumption Fund

6 Data as of December 31, 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.

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

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 Life Tax Bonanza Consumption Fund is ideal for:

First-Time Investors – Investors seeking long-term exposure to India’s consumption market

Salaried Individuals – Individuals looking to maximize their wealth while saving on tax

Seasoned Investors – Investors who want to diversify their investment portfolio with high-growth equity investments.

Retirement Planners – Investors who are looking for a smart way to build a robust retirement fund with long-term growth potential.

If you want to benefit from India's rising consumer spending and optimize your portfolio with tax savings, this fund is the right choice for you!

Assets Under Management 11

All funds rated 4 or 5 by stars 1 by Morningstar 2

Presence across major cities in India

Families protected so far 12

Individual death Claim Settlement Ratio 13

TATA AIA Shubh Muhurat

Tata AIA Shubh Fortune

Tata AIA Param Raksha Life Pro+

Tata AIA Param Raksha Life Pro

Tata AIA Param Raksha Life Maxima +

Tata AIA Life Insurance Param Raksha Life Growth +

Tata AIA Life Insurance Param Raksha Life Advantage +

Tata AIA Life Insurance Param Raksha Life Pro Advanced

Tata AIA Life Insurance Smart SIP

Tata AIA Premier SIP

Our experts are happy to help you!

What is the investment objective of Tata AIA Life Tax Bonanza Consumption Fund?

The primary investment objective of the Fund is to generate capital appreciation in the long term by investing in a diversified portfolio of companies which would benefit from India’s Domestic Consumption growth story.

What is the fund's benchmark?

The fund's benchmark is the NIFTY 500 Index, which includes the performance of large-cap stocks in the Indian equity market.

What is the expense ratio (FMC) of this fund?

The expense ratio of Tata AIA Life Tax Bonanza Consumption Fund is 1.35% per annum.

What is the proportion of investment between equity and debt components?

Equity & Equity-related instruments

Cash, Money Market Instruments, Bank Deposits & Mutual Funds

With a higher proportion of the Equity & Equity-related instruments, this fund aims to capture the growth potential of trending stocks while maintaining sufficient liquidity to manage risk effectively in volatile conditions.

Is this fund suitable for retirement planning?

Yes, the Tata AIA Life Tax Bonanza Consumption Fund focuses on long-term capital appreciation thereby making it a good option for retirement planning, especially if you're aiming for wealth growth over time.

How can I track the performance of my investment?

You can track the performance of your investment through your Tata AIA customer portal account. We provide regular updates on your fund’s performance.

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 Life Tax Bonanza Consumption Fund is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure. • Tata AIA Life Tax Bonanza Consumption Fund SFIN: ULIF 088 31/03/25 TBC 110.

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: 110L179V02) and (2) Tata AIA Vitality Protect Advance - A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

Param Raksha Life Maxima + 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 Vitality Protect Advance, A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

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: 110L179V02) and (2) Tata AIA Vitality Protect Advance, A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

Param Raksha Life Advantage + 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 Vitality Protect Advance, A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

Param Raksha Life Growth + 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 Vitality Protect Advance, A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

Param Raksha Life Pro Advance 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 Vitality Protect Advance, A Non-Linked, Non- Participating Individual Health Product (UIN: 110N178V01).

Shubh Muhurat Solution is a combination of Tata AIA Life Insurance Fortune Guarantee Secure (Individual, Non-Linked, Non-Participating, Life Insurance Savings Plan) UIN:110N206V02 and Tata AIA Life Insurance Smart Fortune Plus (Unit Linked, Individual Life Insurance Savings Plan)-UIN:110L177V01

Shubh Fortune Solution is a combination of Tata AIA Life Insurance Fortune Guarantee Secure (Individual, Non-Linked, Non-Participating, Life Insurance Savings Plan) UIN:110N206V02 and Tata AIA Life Insurance Smart Fortune Plus (Unit Linked, Individual Life Insurance Savings Plan)-UIN:110L177V01.

Tata AIA Premier SIP is a combination of the Tata AIA Smart SIP, a non-participating, unit-linked, individual life insurance savings plan (UIN: 110L174V01), and Tata AIA Vitality Protect Advance, an individual, non-linked, non-participating health insurance plan (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 VitaHealth, A Non-Participating, Non-Linked Individual Health Product (UIN: 110N181V01). Tata AIA Smart Health Pro and VitaHealth are also available for sale individually.

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.

Tata AIA Smart SIP - Non-Participating, Unit Linked Individual Life Insurance Savings Plan (UIN:110L174V01)

Asset Allocation: Equity & Equity related instruments - 60%-100%, Debt: 0% - 40 %, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-40%.

*5-year computed NAV for Multi Cap Fund as of Dec 2024. Other funds are also available. Benchmark of this fund is S&P BSE 200.

1 All funds open for new business which have completed 5 years since inception are rated 4 star or 5 star by Morningstar as of December 2024

2 ©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.

3 Tax benefits of up to ₹46,800 u/s 80C is calculated at highest tax slab rate of 31.20% (including cess excluding surcharge) on life insurance premium paid of ₹1,50,000 as per old tax regime. Tax benefits under the policy are subject to conditions laid under Section 80C, 80D,10(10D), 115BAC and other applicable provisions of the Income Tax Act,1961. Good and Service tax and Cess, if any will be charged extra as per prevailing rates. The Tax-Free income is subject to conditions specified under section 10(10D) and other applicable provisions of the Income Tax Act,1961. Tax laws are subject to amendments made thereto from time to time. Please consult your tax advisor for details, before acting on above.

4 ULIP policies issued on or after 1st February 2021 if the amount of aggregate annual premium payable in the financial year for all such policies does not exceeds INR 2,50,000/-. Subject to fulfillment of conditions mentioned in 10(10D). Any sum received under a life insurance policy, including the sum allocated by way of bonus on such policy, will be exempt if Life insurance policy issued on or after the 1st day of April, 2012 in respect of which the premium payable for any of the years during the term of the policy does not exceeds ten percent of the actual capital sum assured (20 % in case of policy issued before 01st April 2012).

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.

8 Source: https://economictimes.indiatimes.com/news/economy/indicators/india-to-emerge-as-third-largest-consumer-market-by-2026-report/articleshow/109924919.cms?from=mdr

9 Source: https://economictimes.indiatimes.com/news/india/indias-consumer-market-to-become-worlds-second-largest-by-2030-report/articleshow/117721641.cms?from=mdr

10 Source: https://pib.gov.in/PressReleasePage.aspx?PRID=2098406

11 As on 31st December 2024, the company has a total Assets Under Management (AUM) of Rs 119,602.78 Crores

12 85,76,889 families protected till December ’24.

13 Individual Death Claim Settlement Ratio is s99.13% for FY 2023 - 24 as per the latest annual audited figures.

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.

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.

The fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the Company).

Tata AIA Life Insurance Company Limited is only the name of the Insurance Company & the Unit linked insurance product with Tata AIA /Tata AIA Life Insurance as its prefix 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.

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.

L&C/Advt/2025/Mar/1216

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