To help investors benefit from India’s fast-growing economy, Tata AIA Life Insurance (Tata AIA) has introduced the Tata AIA Momentum 50 Index Fund.
This fund offers the growth potential of equity investments along with the security of life insurance protection.
NFO Details
The New Fund Offer (NFO) opened on 18 August 2025 and will remain available for subscription till 25 August 2025.
About Tata AIA Momentum 50 Index Fund
This fund is designed for investors aiming at long-term wealth creation. It tracks the BSE 500 Momentum 50 Customised Index, which includes the top 50 fastest-growing
and best-performing stocks from the BSE 500. By replicating this index, the fund enables investors to benefit from the consistent growth of leading companies.
Key Features
Investing in India’s growth: Chance to participate in the rapid growth of Indian companies.
Momentum-driven strategy: Focus on the top 50 stocks from the BSE 500 Momentum 50 Customised Index.
Long-term wealth creation: Potential for stable and superior returns through sector diversification.
Insurance cover: Life insurance protection along with investment benefits.
Harshad Patil, CIO of Tata AIA Life Insurance, highlighted that India’s equity markets are entering an exciting phase supported by strong fundamentals
and policy reforms. The fund follows a disciplined, rule-based approach by investing in growth-oriented companies.
What is Momentum Investing?
Momentum investing is based on the idea that stocks performing well now are likely to continue performing well in the near future.
Investors buy these trending stocks and exit when the upward momentum slows down.
Availability
The Tata AIA Momentum 50 Index Fund will also be offered through multiple Tata AIA solutions, including:
Smart Fortune Plus
Sampoorna Raksha Flex
Smart SIP
Capital Guarantee Solution
ISIP
