365telugu.com online news,Mumbai, September 4th, 2025: Tata AIA Life Insurance has once again reaffirmed its leadership in the investment-linked insurance space by delivering fund performance that has consistently outpaced market benchmarks across its Unit Linked Insurance Plans (ULIPs). The company’s offerings continue to combine the dual advantage of long-term wealth creation with life insurance protection, creating significant value for policyholders.
Strong Track Record of Returns
Over the past five years (CAGR), Tata AIA’s flagship funds have registered exceptional performance:
- Multi Cap Fund: 28.27% vs. Benchmark 19.31%
- Top 200 Fund: 29.07% vs. Benchmark 19.31%
- India Consumption Fund: 27.79% vs. Benchmark 19.31%
All three funds are benchmarked against the S&P BSE 200 index.
Adding to this strong track record, Tata AIA’s recent New Fund Offers (NFOs) have also delivered superior returns:
- Emerging Opportunities Fund: 29.14% vs. 25.18% (Nifty Midcap 100 – 95% + CRISIL Liquid Fund – 5%)
- Dynamic Advantage Fund: 22.62% vs. 12.45% (Nifty 50 – 50% + CRISIL Composite Bond Fund – 50%)
- Sustainable Equity Fund: 21.64% vs. 19.80% (Nifty 100 ESG Index)
- Small Cap Discovery Fund: 36.10% vs. 24.31% (Nifty Small Cap 100)
- Flexi Growth Fund: 19.02% vs. 10.98% (Nifty 500 Index)
Recognition and Market Standing
A significant 96.06% of Tata AIA’s AUM has received a 4-star or 5-star rating from global rating agency Morningstar (on a 5-year basis), compared to the private life insurance industry average of just 31%.
With this strong performance, Tata AIA’s total Assets Under Management (AUM) have reached ₹1,34,215 crore as of July 31, 2025, marking a 20.55% year-on-year growth.
Leadership Speak
Commenting on the achievement, Harshad Patil, Chief Investment Officer (CIO), Tata AIA Life Insurance, said:
“At Tata AIA, our investment philosophy is built on delivering sustainable, long-term value. India’s rapid economic growth, supported by urbanisation, a young population, and rising consumption, presents significant opportunities. By leveraging disciplined bottom-up stock selection and robust research, we aim to deliver risk-adjusted returns while protecting and growing our customers’ wealth.”
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With a strong emphasis on policyholder benefits, Tata AIA continues to enhance its ULIP offerings, balancing equity growth opportunities with life and health protection. The company remains focused on innovation, sustainable investment practices, and delivering long-term value to policyholders.