Tata AIA Life Infrastructure
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Returns (as on 10 Oct 2025)
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About Tata AIA Life Infrastructure
Tata AIA Life Infrastructure is a Debt Fund launched on 16-10-2009, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹18 Cr, with a Net Asset Value (NAV) of ₹55.29 (as of 10 Oct 2025).
Over time, Tata AIA Life Infrastructure has shown stable growth with 0.96% return in the last 1 year, 21.19 % CAGR over 3 years, 24.43 % CAGR over 5 years. For longer horizons, it has delivered 18.97 % CAGR over 7 years, 14.55 % CAGR over 10 years, Return Since Inception (RSI) of 11.28%, highlighting its consistent performance track record.
Highlights of Tata AIA Life Infrastructure
- The fund maintains a strong allocation with Equity holding: 99.53%, ideal for long-term growth.
- Major sector exposure includes Others holding: 28.22%, Capital Goods holding: 22.72%, Financial holding: 12.12%, offering Conservative diversification.
- Tata AIA Life Infrastructure has delivered 0.96% returns in the past 1 year, with a 3-year CAGR of 21.19% and a 5-year CAGR of 24.43%.
- It offers solid long-term growth with 18.97% returns over 7 years and 14.55% returns over 10 years.
- Since its launch on 16-10-2009, Tata AIA Life Infrastructure has achieved a Return Since Inception (RSI) of 11.28%.
- Managed by Tata AIA Life, Tata AIA Life Infrastructure is designed for investors seeking Conservative returns with moderate risk exposure.
More Funds from Tata AIA Life
| Fund name | AUM  |
1Y |
|
| Tata AIA Life Whole Life Mid Cap Equity | ₹11,993 Cr | 0.98% | Get Details |
| Tata AIA Life Top 200 Fund |
₹2,486 Cr | 0.97% | Get Details |
| TATA Discontinuance Policy Fund | ₹2,450 Cr | 6.23% | Get Details |
| Tata AIA Life India Consumption Fund |
₹2,228 Cr | 1.27% | Get Details |
| Tata AIA Life Small Cap Discovery Fund |
₹1,522 Cr | 3.76% | Get Details |
Top 10 Debt Fund
| Fund name |
Returns
|
||||||||
| Aviva Pension PSU Fund | 7.95% | 32.83% | 37.61% | 15.57% | Get Details | ||||
| Aviva PSU | 8.02% | 32.18% | 37.19% | 15.27% | Get Details | ||||
| Reliance Pension Energy Fund 2 | 0.56% | 25.28% | 31.12% | 17.24% | Get Details | ||||
| Reliance Life Energy Fund 2 | 0.61% | 24.91% | 31.09% | 17.16% | Get Details | ||||
| Reliance Life Energy Fund 1 | 0.26% | 25.3% | 31.05% | 17.08% | Get Details | ||||
| Aviva Infrastructure | 6.75% | 20.83% | 27.03% | 14.42% | Get Details | ||||
| Reliance Life Midcap Fund 2 | 21.5% | 26.66% | 16.59% | Get Details | |||||
| Reliance Life Midcap Fund 1 | 20.78% | 25.77% | 16.11% | Get Details | |||||
| Reliance Pension Midcap Fund 2 | 20.68% | 25.52% | 15.94% | Get Details | |||||
| Tata AIA Life Infrastructure | 5.34% | 21.19% | 24.43% | 14.55% | Get Details | ||||
Rajeev TewariOversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| Max Life Group Superannuation Plan - Balance Fund | ₹132,328 Cr | - | Get Details |
| SBI Life Equity Fund | ₹77,577 Cr | - | Get Details |
| ICICI Prudential Life Maximiser Fund V | ₹50,034 Cr | 2.25% | Get Details |
| SBI Life Midcap Fund | ₹42,299 Cr | - | Get Details |
| HDFC Life Opportunities Fund | ₹35,798 Cr | - | Get Details |
| SBI Life Bond Pension II | ₹28,996 Cr | 6.07% | Get Details |
| SBI Life Balanced Fund | ₹22,132 Cr | 3.5% | Get Details |
| SBI Life Bond Fund | ₹18,821 Cr | 6.92% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹18,446 Cr | 0.84% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,281 Cr | - | Get Details |
| Fund name |
Returns
|
||||||||
| Max Life Group Superannuation Plan - Balance Fund | Get Details | ||||||||
| SBI Life Equity Fund | 2.38% | 14.36% | 16.32% | 11.74% | Get Details | ||||
| ICICI Prudential Life Maximiser Fund V | 8.35% | 15.44% | 18.3% | 11.48% | Get Details | ||||
| SBI Life Midcap Fund | 1.3% | 21.93% | 25.42% | Get Details | |||||
| HDFC Life Opportunities Fund | 0.09% | 18.14% | 21.52% | 14.43% | Get Details | ||||
| SBI Life Bond Pension II | 5.3% | 7.62% | 5.36% | 6.6% | Get Details | ||||
| SBI Life Balanced Fund | 6.04% | 10.83% | 10.94% | 9.85% | Get Details | ||||
| SBI Life Bond Fund | 6.08% | 7.86% | 5.62% | 6.93% | Get Details | ||||
| ICICI Prudential Life Multi Cap Growth Fund | 5.42% | 16.63% | 18.5% | 11.54% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 2.64% | 16.27% | 18.42% | 13.23% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| Future Generali Future Midcap Fund | 8.83% | 23.34% | 27.49% | Get Details | |||||
| HDFC Life Discovery Fund | 3.12% | 22.03% | 27.28% | Get Details | |||||
Latest ULIP Funds
| Fund name | Current NAV | Launch Date | 5Yr Returns | Benchmark 5Yr Returns | |
| ICICI Prudential Life Pension India Consumption Fund | 10.39 Cr | 01-08-2025 | 20.5% | 20.63 % | Get Details |
*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
˜Top plans are based on annualized premium, for bookings made through https://www.policybazaar.com in FY 25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar
++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ
All Data Source: Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
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