IN THIS POLICY, THE INVESTMENT RISK IN THE INVESTMENT PORTFOLIO IS BORNE BY THE POLICY HOLDER.

TATA AIA Multi Cap Fund

‘FUND’ABULOUS
If in Mar’2024 you Invest ~10 Lakhs
# p.a. for 5 years In MULTI CAP

FUND (investment of ~50 Lakhs#) Your

Investment will become
~28.01 Crore* by Mar’2044

In 20 Years

In 10 Years

~10 Lakh# p.a.

~10 Lakhs for 5 Years = ~50 Lakhs #

Information as on 11-MAR-2024

@CAGR - 28.62%
MAR MAR
2024 Multi Cap Fund 2044

Opportunity of Investment across Large & Mid Cap Space

Above illustration is considered for 40 Yrs standard male, Annual Premium 10,01,089 # excluding taxes, PPT : 5 yrs, PT: 30 yrs PR Elite, BSA
2.25 Cr, AD & ATPD 1.8 Cr |*Benefits illustrated are variable (non-guaranteed) with returns based on the future performance of the opted
funds and fulfilment of other applicable Policy conditions. | Considered Secure Life App to calculate the returns in above illustration

Strictly for internal circulation & training purpose only. Not to be used for business solicitation.
Strictly not to be uploaded in social media platforms.
 IN THIS POLICY, THE INVESTMENT RISK IN THE INVESTMENT PORTFOLIO IS BORNE BY THE POLICY HOLDER.

TATA AIA FUNDS HAVE DELIVERED BENCHMARK BEATING PERFORMANCE

Last 5 Years Returns* Since Inception** Returns

Tata AIA Funds Fund Return (%)* Benchmark Return (%)* Fund Return (%)* Benchmark Return (%)*

Large Cap Equity Fund 21.10% 14.94% 12.15% 8.12%

Top 200 Fund 27.57% 16.32% 19.57% 15.67%
India Consumption Fund 26.82% 16.32% 21.42% 13.40%
Multi Cap Fund 28.62% 16.32% 22.83% 13.40%
*Data as on January 31, 2024. Past performance is not indicative of future performance.
Fund Benchmark: Multi Cap Fund – S&P BSE 200; India Consumption Fund - S&P BSE 200; Top 200 Fund - S&P BSE 200, Large Cap Equity Fund - Nifty 50 .
SFIN: Multi Cap Fund – ULIF 060 15/07/14 MCF 110; Top 200 Fund - ULIF 027 12/01/09 ITT 110; India Consumption Fund - ULIF 06115/07/14 ICF 110, Large Cap
Equity Fund -(ULIF 017 07/01/08TLC 110) .
**Inception Dates: Top 200 Fund: 12 Jan 2009, Multi Cap Fund: 05 Oct 2015, India Consumption Fund: 05 Oct 2015., Large Cap Equity Fund - 11 Jan 08

TATA AIA Funds Rating 5%

95.25% OF TATA AIA

FUNDS ARE RATED 4/5 STAR!
5-year Morning Star rating as of JAN 2024 (on % of rated AUM) 95%
TATA AIA

TATA AIA

© 2024 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information
contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliates, including, without limitation, Morningstar India Private Limited
(“Morningstar”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of Morningstar; (3) is not
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Morningstar) nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other
losses resulting directly or indirectly from the information.

THE LINKED INSURANCE PRODUCT DO NOT OFFER ANY LIQUIDITY DURING THE FIRST FIVE YEARS OF THE CONTRACT. THE POLICY HOLDER WILL NOT BE ABLE TO
SURRENDER/WITHDRAW THE MONIES INVESTED IN LINKED INSURANCE PRODUCTS COMPLETELY OR PARTIALLY TILL THE END OF THE FIFTH
YEAR. • Unit Linked Life Insurance products are different from traditional insurance products and are subject to risk factors. The premium paid in Unit Linked Life Insurance
policies are subject to investment risks associated with capital markets and the NAVs of the units may go up or down based on the performance of fund and factors infl-
uencing the capital market and the insured is responsible for his/her decisions. The various funds offered under this contract are the names of the funds and do not in any way
indicate the quality of these plans, their future prospects and returns. • The underlying Fund’s NAV will be affected by interest rates and the performance of the underlying
stocks. • The fund is managed by Tata AIA Life Insurance Company Ltd. (hereinafter the Company"). • The performance of the managed portfolios and funds is not guaranteed
and the value may increase or decrease in accordance with the future experience of the managed portfolios and funds. • Past performance is not indicative of future
performance. Returns are calculated on an absolute basis for a period of less than (or equal to) a year, with reinvestment of dividends (if any). • All investments made by the
Company are subject to market risks. The Company does not guarantee any assured returns. The investment income and price may go down as well as up depending on several
factors influencing the market. • Please know the associated risks and the applicable charges, from your Insurance agent or the Intermediary or policy document issued by the
insurance company. • Goods and Services Tax and cesses, if any will be charged extra by redemption of units, as per applicable rates. Tax laws are subject to amendments from
time to time. Income Tax benefits would be available as per the prevailing income tax laws, subject to fulfillment of conditions stipulated therein. Tata AIA Life Insurance Company
Ltd. does not assume responsibility on tax implications mentioned anywhere on this site. Please consult your own tax consultant to know the tax benefits available to you. •
Buying a Life Insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the Surrender Value payable may be less than the all
the Premiums Paid. Insurance cover is available under the product. For more details on risk factors, terms and conditions please read sales brochure carefully before concluding
a sale. The products are underwritten by Tata AIA Life Insurance Company Limited. The plans are not guaranteed issuance plans and it will be subject to Company's underwriting
and acceptance. Whilst every care has been taken in the preparation of this content, it is subject to correction and markets may not perform in a similar fashion based on
factors influencing the capital and debt markets; hence this advertisement does not individually confer any legal rights or duties. This is not an investment advice, please make
your own independent decision after consulting your financial or other professional advisor.
Tata AIA Life Insurance Company Limited (IRDAI Regn. No.110) CIN: U66010MH2000PLC128403. Registered & Corporate Office: 14th Floor, Tower A, Peninsula Business
Park, Senapati Bapat Marg, Lower Parel, Mumbai - 400013. Trade logo displayed above belongs to Tata Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance
Company Ltd under a license. For any information including cancellation, claims and complaints, please contact our Insurance Advisor / Intermediary 1-860-266-9966 (local
charges apply) or write to us at customercare@tataaia.com. Visit us at: www.tataaia.com.

BEWARE OF SPURIOUS PHONE CALLS IRDAI is not involved in activities like selling insurance policies, announcing bonus or investment of premiums.
AND FICTITIOUS / FRAUDULENT OFFERS Public receiving such phone calls are requested to lodge a police complaint.

Strictly for internal circulation & training purpose only. Not to be used for business solicitation.
Strictly not to be uploaded in social media platforms.