Tata AIA funds beat benchmarks with strong five-year returns
Tata AIA’s assets under management rose 20.81% year-on-year.
Tata AIA Life Insurance reported strong returns across its suite of unit-linked insurance plan (ULIP) funds, with several portfolios outperforming their benchmarks over the past five years, based on data as of 30 November.
The Multi Cap Fund posted a five-year compound annual growth rate (CAGR) of 23.21%, compared with the S&P BSE 200 benchmark’s 16.65%.
The Top 200 Fund delivered 24.08%, whilst the India Consumption Fund returned 23.85% over the same period, also ahead of the benchmark.
The Top 200 Fund was launched in January 2009, whilst the Multi Cap and India Consumption funds were both introduced in October 2015.
Tata AIA said its investment portfolio continues to maintain high quality.
As of 30 November 2025, Tata AIA’s assets under management rose to INR 141,607 crore, representing 20.81% year-on-year growth.
The insurer attributed this to strong individual new business premium income and investment performance.