Tata AIA launches Enhanced Value Index Funds to boost long-term wealth creation with life protection

Tata AIA Life Insurance on Tuesday announced the launch of two new value-focused equity funds Enhanced Value Index Fund and Enhanced Value Index Pension Fund aimed at helping investors build long-term wealth while benefiting from integrated life insurance protection. 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 on February 16.

The funds track the BSE 500 Enhanced Value 50 Customised Index, providing diversified exposure to 50 large-, mid-, and small-cap companies selected using key valuation parameters. The pension variant is available exclusively through Tata AIA’s unit-linked pension plans, helping policyholders create retirement savings alongside life cover. As of December 31, 2025, Tata AIA’s assets under management stood at ₹1.45 lakh crore, reflecting a 21% year-on-year growth. Commenting on the launch, Chief Investment Officer Harshad Patil said, “Equity markets reward patience and discipline over time. Our Enhanced Value Index strategy offers a systematic, fundamentals-driven approach that makes long-term investing transparent and accessible.”

There is a growing interest in index-based and value-oriented investment products across regional financial centres including Guwahati where rising retail participation and increased awareness of market-linked insurance solutions are driving demand for diversified, long-term investment options. The new funds are expected to attract investors seeking disciplined wealth creation combined with financial protection.