Tata AIA Life Insurance has launched the Multicap Momentum Quality Index Pension Fund, a market-linked pension solution designed to enhance long-term wealth creation for retirement planning. The fund is available under Tata AIA’s Smart Pension Secure plan.
The fund is benchmarked against the Multicap Momentum Quality 50 Index and follows a disciplined investment strategy, selecting high-quality, momentum-driven stocks across large, mid, and small-cap segments. This diversified approach aims to deliver high risk-adjusted returns while ensuring capital growth. The New Fund Offer (NFO) opens on February 21, 2025, and closes on February 28, 2025. Investors can subscribe through Tata AIA’s digital platforms, including Policybazaar, Tata Neu, and PhonePe.
Harshad Patil, CIO of Tata AIA, stated, “This fund integrates quality and momentum investing, ensuring superior returns for policyholders seeking financial independence in retirement.” With growing financial awareness in Guwahati, demand for structured pension solutions is rising. Investors in the region are keen on market-linked retirement plans to counter inflation and secure their future. Tata AIA’s latest offering aligns with this trend, providing an efficient investment avenue with tax benefits under Section 80CCC.
