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Global AI and Technology Leaders Fund

The primary investment objective of the fund is to track global index of companies in the AI sector. It offers a way to invest in companies across the artificial intelligence and its infrastructure sector value chain, including those driving innovations in AI and benefiting from capital investments in digital infrastructure.

Why invest in Tata AIA Global AI and Technology Leaders Fund?

Global Technology Innovators in One Portfolio.

Ride the AI Revolution

Exposure to high-quality companies

Participate in long-term structural growth

Key Benefits of Tata AIA Global AI and Technology Leaders Fund

Exposure to the AI Mega Trend

Invests in companies driving the Artificial Intelligence revolution, one of the fastest-growing global technology themes shaping industries worldwide.

Global Technology Leaders in One Portfolio

Provides access to leading global AI and technology companies, including those involved in semiconductors, cloud computing, and AI infrastructure.

Diversified AI Ecosystem Exposure

The fund captures the entire AI value chain - from data infrastructure and computing power to AI platforms and applications.

Passive Index-Based Investing

Tracks a global AI-focused index, ensuring disciplined exposure to companies that benefit from AI growth without active stock-picking risk.

Exposure to High-Growth Technology Infrastructure

Invests in sectors like semiconductors, GPUs, cloud platforms, and data centers, which form the backbone of the AI economy.

Passive Strategy with Defined Portfolio Methodology

With India's growth expected to be multi-fold in the coming decades, could be ideal for capturing growth opportunities in the future.

Tata AIA Global AI and Technology Leaders Fund

Fund Management Charges	2.10% per annum
Risk Profile	High
Asset Allocation	Equity & Equity-related instruments: 70%-100% Debt: 0-30% Cash/Money Market Instruments, Bank Deposits and Mutual Funds: 0–30%
Fund Manager	Rajeev Tewari Experienced fund manager with expertise in managing diversified equity portfolios.

Key Benefits of Tata AIA Shubh Global Invest

Tata AIA Global AI and Technology Leaders Fund is available with Tata AIA Shubh Global Invest. Here are the benefits of Tata AIA Shubh Global Invest.

Invest and Receive Benefits in USD

Enjoy currency stability by making premium payments as well as receiving payouts, in US Dollars.

Invest in Global Funds

Gain access to diversified investment opportunities with global Exchange-Traded Funds (ETFs).

Waiver of Premium

Future premiums will be waived off and benefits will continue in case of any unfortunate event.

Zero Premium Allocation Charge

No premium allocation and administration charges.

Zero LTCG

No tax on maturity benefit³.

Get Financial Protection

Nominee will receive a lump sum payout, ensuring their financial security in case of any unfortunate event.

Flexible Withdrawals for Liquidity

Post completion of 3 years, you can make partial withdrawals to meet your immediate financial needs.

Multiple Premium-Paying Options

Pay through multiple premium payment modes, with optional benefits for enhanced coverage.

Avail Maturity Booster

Basis your policy maturity year, additional Boosters shall be added to your fund value on the day of maturity.

Loyalty Additions

Loyalty Additions are added to your fund value every year, starting after the 7th policy year and will continue until the end of the policy term.

Important dates

NFO Window: 24^th March 2026 to 31^st March 2026

1. What is the investment objective of Tata AIA Global AI and Technology Leaders Fund?
The primary investment objective of the fund is to track global index of companies in the AI sector. It offers a way to invest in companies across the artificial intelligence and its infrastructure sector value chain, including those driving innovations in AI and benefiting from capital investments in digital infrastructure.

2. What is the FMC (expense ratio) of Tata AIA Global AI and Technology Leaders Fund?
The expense ratio of Tata AIA Global AI and Technology Leaders Fund is 2.10% per annum.

3. What is the asset allocation pattern?
NSE 500 Index is the underlying benchmark of Tata AIA Large Mid Cap Innovation Pension Fund which is designed to measure the performance of the 30 companies in the BSE Large and Mid Cap with the highest valuations based on three fundamental measures – book value-to-price, earnings-to-price and sales-to-price.

4. Who is the fund manager of Tata AIA Global AI and Technology Leaders Fund?
Tata AIA Global AI and Technology Leaders Fund is managed by Rajeev Tewari.

5. What is the risk profile of Tata AIA Global AI and Technology Leaders Fund?

6. Can this fund help in long-term wealth creation?
Yes. Due to its diversified exposure across market segments, it is a good choice for long-term goals such as retirement planning, child's education, or financial independence.

7. Is Tata AIA Global AI and Technology Leaders Fund good for the long term?
Tata AIA Global AI and Technology Leaders Fund may suit long-term investors seeking diversified equity exposure. Its suitability depends on personal goals, risk tolerance, investment horizon, and overall market-linked expectations.

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.
Tata AIA Global Equity Fund is part of a various funds which a policyholder can choose from. For further details on funds refer the sales brochure.
Tata AIA Global AI and Technology Leaders Fund: TGT (ULIF 504 31/03/26 TGT 110)
Tata AIA Shubh Global Invest (USD Denominated) - Non-Participating, Unit Linked, Individual Life Insurance Savings Plan (UIN: TALL003V01) Tata AIA Life Insurance Company, IFSC Branch (IIO) Branch (Reg No: IFSCA/IIO/008/2023-24)
Asset Allocation: Equity & Equity related instruments: 70%-100%, Debt: 0%-30%, Cash / Money Market Instruments, Bank Deposits and Mutual Funds: 0 – 30%
¹No Goods and Service Tax shall be applicable on Individual life insurance products as per prevailing laws. 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.
The information, provided herein, may not be treated as a solicitation request in any manner. Any decision to buy online insurance by NRIs is completely his/her choice. The insurer is permitted to solicit insurance in India and settles claim in INR only.
The products are underwritten by Tata AIA Life Insurance Company Limited, IFSC Branch.
Tata AIA International is Tata AIA Life Insurance Company, IFSC Branch (IIO)
Linked Life Insurance products are different from traditional insurance products and are subject to risk factors.
The premium paid in Linked Life Insurance policies is subject to investment risks associated with capital markets and publicly available index. The NAV of the units may go up or down based on the performance of Fund and factors influencing the capital market/publicly available index and the insured is responsible for his/her decisions.
Tata AIA Life Insurance Company Limited is only the name of the Life Insurance Company & Tata AIA Shubh Global Invest is only the name of the Linked Insurance contract and does not in any way indicate the quality of the contract, its future prospects or returns.
Please know the associated risks and the applicable charges, from your insurance agent or the Intermediary or policy document issued by the insurance company.
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.
Past performance is not indicative of future performance.
For more details on risk factors, terms and conditions please read Sales Brochure carefully before concluding a sale. Insurance cover is available under this product.
L&C/IIO/2026/Mar/0012