TATA Nifty Alpha 50 Pension Fund

What is the TATA NIFTY Alpha 50 Pension Fund?

The TATA NIFTY Alpha 50 Pension Fund is an NFO launching on 16th January. It is an investment option designed specifically for retirement planning. It seeks to replicate the performance of the NIFTY Alpha 50 Index, which comprises 50 stocks with the highest alpha scores among the top 300 NSE-listed stocks by free-float market capitalization.

Highlights of TATA NIFTY Alpha 50 Pension Fund

Reasons Why You Should Consider Investing in TATA Nifty Alpha 50 Pension Fund

• Exceptional Returns: With an impressive 10-year return of 22.04%, this fund stands out as a powerful wealth-building opportunity.

• Smart Stock Selection: It invests in the Top 50 stocks from the Top 300 stocks, meticulously chosen based on alpha performance, ensuring high growth potential.

• Tax Efficiency: Enjoy 60% of your corpus as tax-free income, giving you the advantage of maximising your post-retirement benefits.

• Hassle-Free Investment:

  • No limit on premium. You Invest freely as per your financial goals.

  • No medical tests required making it a simple process.

• Affordable Entry Point: Begin your journey at just Rs. 10 NAV, making it accessible for investors at all levels.

What is the NIFTY Alpha 50 Index?

The Nifty Alpha 50 Index is a strategy index designed to track the performance of 50 stocks listed on the National Stock Exchange (NSE) in India. These 50 stocks are selected based on their high alpha scores, which measure how much a stock's performance has exceeded its expected return based on its risk level. The index aims to provide investors exposure to stocks that have historically outperformed the market.

NIFTY 50 Alpha Index With Other Indices

[Source: nseindia.com]
Data updated as of  December 31, 2024.

Sector Representation of NIFTY 50 Alpha Index

Companies of NIFTY 50 Alpha Index

How To Buy TATA NIFTY Alpha 50 Pension Fund From Policybazaar?

To buy the TATA NIFTY Alpha 50 Pension Fund from Policybazaar, follow these steps:

Step 1: Fill in your name and contact number in the form on this page to get started.

Note: Your details are kept confidential and will only be used to customize your benefits.

Step 2: You can also visit the plans just by clicking view plans below 

Step 3: Once logged in, you'll be prompted to fill in your city, age, and annual income in the provided form. This information will be used to check the personalised benefits of the plans.

Step 4: After providing your personal information, you'll be presented with TATA AIA Pension Plans on a blue and red card. Select the TATA NIFTY Alpha 50 Pension Fund option that best suits your needs.

Step 5: In the TATA NIFTY Alpha 50 Pension Fund, click the "Get Details" tab for more information.

You can also get FREE expert consultation; just click on the talk to an expert button. 

Step 6: Review plan details carefully. Once satisfied, click on the "Proceed" button and follow the prompts on the screen to move forward with the purchase.

Step 7: You will be prompted to enter essential details and specify the amount you want to invest. Select the preferred payment method for your investment.

Step 8: Provide your required KYC (Know Your Customer) details. This step is essential for regulatory compliance.

Step 9: Complete the payment process. Upon successful payment, you will receive confirmation of your purchase.

What are the Benefits of Purchasing the TATA NIFTY Alpha 50 Pension Fund From Policybazaar?

Investing via Policybazaar provides various advantages, including:

• Ease of Access: Invest digitally in the TATA NIFTY Alpha 50 Pension Fund without the hassle of visiting banks or agents.

• Plan Comparison: Evaluate various investment plans, including the latest funds, to make well-informed choices and secure competitive deals.

• Professional Support: Benefit from expert advice to choose the NFO plan that aligns with your financial goals and requirements.

• Tax Savings: Enjoy tax benefits under Section 80C and Section 10(10D) of the Income Tax Act by investing through Policybazaar.