THEBUSINESSBYTES BUREAU

MUMBAI, MARCH 28, 2026

Tata AIA Life Insurance has unveiled three new investment funds aimed at enabling policyholders to benefit from India’s innovation-led economic expansion and the rapid evolution of global technology sectors, while continuing to enjoy life insurance protection through Unit Linked Insurance Plans (ULIPs). The newly introduced offerings include the Tata AIA Large MidCap Innovation Fund, Tata AIA Large MidCap Innovation Pension Fund, and the Tata AIA Global AI & Technology Leaders Fund, each designed to align long-term wealth creation with emerging opportunities in innovation and digital transformation.

The launch comes at a time when both India and global markets are witnessing accelerated technological disruption, creating new avenues for investors to participate in high-growth sectors. These funds are governed and regulated as per IFSC regulations and aim to provide investors with diversified exposure across domestic innovation-driven companies as well as global leaders in artificial intelligence, semiconductors and digital technologies. The New Fund Offer (NFO) period runs from 24 March to 31 March 2026, with units issued at a Net Asset Value of ₹10 for domestic funds and $10 for the global fund at midnight on 31 March 2026.

Harshad Patil, Chief Investment Officer, Tata AIA Life Insurance, commented, “Innovation is reshaping economies, both in India and globally. With the launch of the Tata AIA Large Mid Cap Innovation Fund, Tata AIA Large Mid Cap Innovation Pension Fund, and the Tata AIA Global AI & Technology Leaders Fund, we are providing our policyholders with the opportunity to invest in these transformative sectors while continuing to benefit from the protection of life insurance. This is the right moment for investors to capitalize on these opportunities and secure their financial future.”

The Tata AIA Large MidCap Innovation Fund is designed to capture India’s next phase of economic growth by investing in large and mid-cap companies that are driving digital transformation across sectors. With an actively managed equity strategy and a benchmark aligned to the NSE 500 Index, the fund aims to deliver long-term capital appreciation while allowing investors to participate in the country’s innovation ecosystem.

Complementing this offering, the Tata AIA Large MidCap Innovation Pension Fund focuses on retirement planning by combining equity growth potential with structured pension benefits. Available exclusively through Tata AIA’s unit-linked pension solutions, the fund provides exposure to innovative Indian companies while helping policyholders build a long-term retirement corpus supported by life insurance protection.

Expanding beyond domestic markets, the Tata AIA Global AI & Technology Leaders Fund offers diversified exposure to global leaders in artificial intelligence, semiconductors, cloud infrastructure and digital platforms. Designed as a passive investment strategy, the fund tracks an index of global technology innovators and is available through Tata AIA Shubh Global Invest, a USD denominated non-participating unit linked life insurance savings plan.

The company noted that the current environment of rapid technological advancement presents a compelling opportunity for investors to benefit from long-term megatrends. While the Large MidCap Innovation Fund offers exposure to India’s innovation-driven growth, the Global AI & Technology Leaders Fund enables global diversification, and the Large MidCap Innovation Pension Fund provides a structured pathway for retirement planning aligned with market-linked returns.

The Tata AIA Large Mid Cap Innovation Fund will be accessible across a wide range of the company’s ULIP solutions spanning protection, savings and wealth-oriented products, enabling customers to integrate innovation-led equity exposure into long-term financial strategies. Meanwhile, the Tata AIA Large Mid Cap Innovation Pension Fund will be available through Tata AIA’s unit linked pension offerings, allowing policyholders to systematically build retirement wealth through market-linked investments.

Reflecting strong investor confidence, Tata AIA Life Insurance reported Assets Under Management (AUM) of ₹145,795 crore as of 28 February 2026, marking a robust 23 percent year-on-year growth driven by strong individual new business premium income and consistent performance across investment-linked solutions. The company expects the newly launched funds to further strengthen its investment portfolio while offering customers an opportunity to align wealth creation with future-focused sectors.

Investors can explore more information about these funds and Tata AIA’s investment solutions at www.tataaia.com.