Tata AIA Life Insurance launched two Enhanced Value Index Funds on Monday targeting long-term wealth creation through systematic equity investing. The funds offer during a seven-day window from February 9-16, with policies issued at a net asset value of ₹10 on February 16.
The Enhanced Value Index Fund and Enhanced Value Index Pension Fund track the BSE 500 Enhanced Value 50 Customised Index, investing in 50 companies across large, mid and small-cap segments selected on fundamentals including book-to-price, earnings-to-price and sales-to-price ratios. Both funds combine equity exposure with life insurance protection through unit-linked insurance solutions.
The funds maintain 70-100 per cent allocation to equities and equity-related instruments, with the remainder in cash and money market instruments. Tata AIA benchmarks performance against the BSE 500 Enhanced Value 50 Customised Index.
Chief Investment Officer Harshad Patil said the funds aim to simplify long-term equity investing through a transparent, fundamentals-driven approach that removes stock selection and market timing challenges.
Tata AIA reported assets under management of ₹145,256 crore as of December 31, 2025, reflecting 21 per cent year-on-year growth. The company posted total premium income of ₹31,484 crore for FY25, up 23 per cent from the previous fiscal year.
Published on February 9, 2026
