Mumbai: Tata AIA Life Insurance Co. Ltd., has announced the launch of the Tata AIA Momentum 50 Index Fund, a new investment solution that merges the potential of equity growth with the security of life insurance coverage.
The initiative is designed to allow investors to participate in India’s robust economic expansion while ensuring long-term financial protection for their families.
Tata AIA Momentum 50 Index Fund: Harnessing India’s Growth Story
The Tata AIA Momentum 50 Index Fund will be open for subscription under a New Fund Offer (NFO) from August 18 to August 25, 2025, at a unit price of ₹10.
The fund tracks 50 momentum-driven stocks selected from the BSE 500 Momentum 50 Customised Index, aiming to generate competitive returns through a disciplined, rules-based strategy.
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The fund offers investors a unique opportunity to benefit from India’s rapid economic growth, driven by a young workforce, expanding middle class, and urbanisation, while providing life cover for additional financial security.
Key Features of Tata AIA Momentum 50 Index Fund
- Momentum Strategy: Investment in top 50 momentum stocks from the BSE 500 universe.
- Long-Term Wealth Creation: Designed to deliver superior returns through trend-following strategies.
- Life Insurance Coverage: Provides financial protection for policyholders’ families.
- Asset Allocation: 80–100% in equity & equity-related instruments, 0–20% in cash and money market securities.
What is Momentum Investing?
Momentum investing focuses on stocks that have shown consistent upward trends, with the belief that such performance will likely continue. Unlike traditional active management, this rules-based approach leverages stock price movements, aiming to ride trends until they reverse.
Harshad Patil, Chief Investment Officer, Tata AIA Life Insurance, said: “India’s equity markets are entering an exciting phase, driven by strong fundamentals and policy reforms. The Tata AIA Momentum 50 Index Fund offers investors a structured and disciplined way to capture these opportunities while also ensuring life protection for their families.”
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Proven Track Record of Tata AIA Funds
Tata AIA has consistently delivered robust returns across its funds. As of July 31, 2025, several of its equity funds outperformed benchmarks:
- Multi Cap Fund: 28.27% CAGR vs. 19.31% benchmark
- Top 200 Fund: 29.07% CAGR vs. 19.31% benchmark
- India Consumption Fund: 27.79% CAGR vs. 19.31% benchmark
This consistent performance highlights Tata AIA’s disciplined fund management approach and its commitment to long-term wealth creation for policyholders.
Availability Across Tata AIA Solutions
The Tata AIA Momentum 50 Index Fund will be offered through multiple solutions, including Tata AIA Smart Fortune Plus, Sampoorna Raksha Flex, Smart SIP, Capital Guarantee Solution, and ISIP.
