Decoding Tata AIA Midcap Momentum Index Fund with Harshad Patil, Chief Investment Officer, Tata AIA

Tata AIA

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Episodes: 2024
First episode

About Decoding Tata AIA Midcap Momentum Index Fund with Harshad Patil, Chief Investment Officer, Tata AIA

Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder.

Publisher: Tata AIA
Category: business
Language: en
Explicit: No
First episode: 3 Jul 2024
Latest episode: 3 Jul 2024

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3 Jul 2024
Conclusion
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
When does the NFO open and close?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
Could you please tell our customers how they can invest in this fund, and about the products and solutions that will be invested in this fund?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
Please share a comparative historical behaviour of index between Nifty Midcap 150 & Nifty Midcap 150 Momentum 50
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
How does this fund work?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
Is there a fund manager for this fund?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
Can this fund outperform its benchmark or index?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
How would you address concerns around the higher risk involved in a passive fund such as this, especially in the eventuality of a bearish market?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
The new fund being a passive fund, how do we position it as having the ability to generate higher alpha than peers?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
Could you explain a little about momentum investing strategies?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
What is the investment philosophy behind launching this fund and how does it differ from other Midcap Index funds in the industry?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
What is the difference between an actively managed fund and a passive fund?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583
3 Jul 2024
There is a very positive momentum in the Indian equity market, evidently supported by strong macroeconomic indicators. Could you please tell us more about it?
Listen to our Executive Vice President and CIO, Mr. Harshad Patil as he shares exclusive insights on our newly launched Tata AIA Midcap Momentum Index Fund. He shares his perspective on the fund’s index led investment approach, reasons to invest now including India’s long term growth story. In this policy, the investment risk in investment portfolio is borne by the policyholder. ata AIA Midcap Momentum Index Fund (SFIN: ULIF 075 17/06/24 MMIF 110). Midcap Momentum Index Fund is a part of various funds which a policyholder can choose from. For further details on funds, refer to the sales brochure. 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 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 ROP 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 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). Param Rakshak ROP 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro - A Unit-linked, Non-participating, Individual Life Plan for (UIN:110L172V01), Tata AIA Vitality Protect Plus - A Non-linked, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak II 2.0 solution comprises of Tata AIA Smart Sampoorna Raksha Pro, A Unit-linked, Non-participating, Individual Life Insurance Plan for Savings and Protection (UIN:110L172V01), Tata AIA Vitality Protect Plus, Non-participating, Individual Health Rider (UIN: 110A048V03). Param Rakshak Prime 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. Tata AIA Life Insurance Company Limited is only the name of the Insurance Company, Tata AIA Life Insurance Smart Sampoorna Raksha, Tata AIA Smart Sampoorna Raksha Pro, Tata AIA Smart Health are only the names of the Unit Linked Life Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns. Asset Allocation: Equity & Equity related instruments: 80-100%, Debt: 0%, Cash/ Money Market Instruments, Bank Deposits and Mutual Funds: 0-20%. THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDERWILL 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 inuencing 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 inuencing 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. ##Income Tax Benets would be available under section 80C, 80D, and 10(10D) of the Income Tax Act, 1961 as per the prevailing income tax laws, subject to fullment of conditions stipulated therein. Income Tax laws are subject to change from time to time. Tata AIA Life Insurance Company Ltd. does not assume responsibility on tax implication mentioned anywhere in this document. Please consult your own tax consultant to know the tax benets 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 all the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read the 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 inuencing 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 nancial or other professional advisor. # ©️ 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 afliates, 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 afliates (including, without limitation, Morningstar) nor any of their ofcers, 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. L&C/Advt/2024/Jun/1583

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Decoding Tata AIA Midcap Momentum Index Fund with Harshad Patil, Chief Investment Officer, Tata AIA

About Decoding Tata AIA Midcap Momentum Index Fund with Harshad Patil, Chief Investment Officer, Tata AIA

Latest episodes

Conclusion

When does the NFO open and close?

Could you please tell our customers how they can invest in this fund, and about the products and solutions that will be invested in this fund?

Please share a comparative historical behaviour of index between Nifty Midcap 150 & Nifty Midcap 150 Momentum 50

How does this fund work?

Is there a fund manager for this fund?

Can this fund outperform its benchmark or index?

How would you address concerns around the higher risk involved in a passive fund such as this, especially in the eventuality of a bearish market?

The new fund being a passive fund, how do we position it as having the ability to generate higher alpha than peers?

Could you explain a little about momentum investing strategies?

What is the investment philosophy behind launching this fund and how does it differ from other Midcap Index funds in the industry?

What is the difference between an actively managed fund and a passive fund?

There is a very positive momentum in the Indian equity market, evidently supported by strong macroeconomic indicators. Could you please tell us more about it?

Contact Decoding Tata AIA Midcap Momentum Index Fund with Harshad Patil, Chief Investment Officer, Tata AIA

Host of Decoding Tata AIA Midcap Momentum Index Fund with Harshad Patil, Chief Investment Officer, Tata AIA?