Tata AIA Life Insurance has announced the launch of two new offerings; Enhanced Value Index Fund and Enhanced Value Index Pension Fund designed to provide investors with value-based equity exposure while combining life insurance protection through unit-linked life and pension solutions. The New Fund Offer (NFO) will remain open from February 9 to 16, 2026, with policies issued at a Net Asset Value (NAV) of ₹10.
The funds track the BSE 500 Enhanced Value 50 Customised Index, providing diversified exposure to 50 large-, mid-, and small-cap companies selected based on valuation metrics such as book value-to-price, earnings-to-price, and sales-to-price ratios. With 70–100% allocation to equities, the funds aim to deliver long-term capital appreciation, while the pension variant focuses on helping investors systematically build retirement savings with life cover. As of December 31, 2025, Tata AIA’s assets under management stood at ₹1,45,256 crore, reflecting 21% year-on-year growth.
Commenting on the launch, Harshad Patil, Chief Investment Officer, Tata AIA Life Insurance, said, “Equity markets reward patience and discipline over time. Our Enhanced Value Index strategy simplifies long-term investing by offering a systematic, fundamentals-driven approach that is transparent and accessible.”
In Aizawl, financial advisors are observing growing awareness of market-linked insurance products, with investors increasingly seeking diversified, rules-based investment options that combine wealth creation, retirement planning, and financial protection.
