Tata AIA Life Whole Life Stable Growth Fund
Returns (as on 25 Aug 2025)
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About Tata AIA Life Whole Life Stable Growth Fund
Tata AIA Life Whole Life Stable Growth Fund is a Balanced Fund launched on 08-01-2007, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹278 Cr, with a Net Asset Value (NAV) of ₹64.93 (as of 25/08/2025).
Over time, Tata AIA Life Whole Life Stable Growth Fund has shown stable growth with 7.63% return in the last 1 year, 14.89 % CAGR over 3 years, 14.56 % CAGR over 5 years. For longer horizons, it has delivered 12.9 % CAGR over 7 years, 12.41 % CAGR over 10 years, Return Since Inception (RSI) of 10.56%, highlighting its consistent performance track record.
Highlights of Tata AIA Life Whole Life Stable Growth Fund
- It is benchmarked against the CRISIL Composite Bond(35),NIFTY 50 TRI(65), which delivered 12.87% in the same period.
- The fund maintains a strong allocation with Debt holding: 52.9%, ideal for long-term growth.
- Major sector exposure includes Others holding: 26.03%, Services holding: 3.94%, Healthcare holding: 3.06%, offering Conservative diversification.
- Tata AIA Life Whole Life Stable Growth Fund has delivered 7.63% returns in the past 1 year, with a 3-year CAGR of 14.89% and a 5-year CAGR of 14.56%.
- It offers solid long-term growth with 12.9% returns over 7 years and 12.41% returns over 10 years.
- Since its launch on 08-01-2007, Tata AIA Life Whole Life Stable Growth Fund has achieved a Return Since Inception (RSI) of 10.56%.
- Short-term performance remains steady, with 0.94% in 3 months, 9.37% in 6 months, and Year-to-Date (YTD) return of 5.28%.
- Managed by Tata AIA Life, Tata AIA Life Whole Life Stable Growth Fund 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 | ₹12,284 Cr | 3.66% | Get Details |
| Tata AIA Life Multi Cap Fund |
₹8,727 Cr | 1.41% | Get Details |
| Tata AIA Life Large Cap Equity Fund |
₹2,693 Cr | 0.19% | Get Details |
| Tata AIA Life Top 200 Fund |
₹2,485 Cr | 5.02% | Get Details |
| TATA Discontinuance Policy Fund | ₹2,438 Cr | 6.31% | Get Details |
| Tata AIA Life India Consumption Fund |
₹2,211 Cr | 2.98% | Get Details |
| Tata AIA Life Emerging Opportunities Fund |
₹2,190 Cr | 2.82% | Get Details |
| Tata AIA Life Small Cap Discovery Fund |
₹1,465 Cr | 7.57% | Get Details |
| Tata AIA Life Equity | ₹1,070 Cr | 2.72% | Get Details |
Top 10 Balanced Fund
| Fund name |
Returns
|
||||||||
| IDBI Federal Midcap | 21.44% | 26.26% | 14.6% | Get Details | |||||
| Future Generali Future Midcap Fund | 3.34% | 22.43% | 25.81% | Get Details | |||||
| Aegon Life Group Equity Fund | 7.69% | 19.45% | 22.27% | Get Details | |||||
| Bandhan Life Pension Enhanced Equity | 6.64% | 17.99% | 20.94% | 13.71% | Get Details | ||||
| Tata AIA Life Whole Life Aggressive Growth Fund | 6.94% | 19.78% | 20.1% | 15.5% | Get Details | ||||
| Future Generali Future Apex Fund | 4.44% | 15.03% | 20.04% | 13.55% | Get Details | ||||
| Future Generali Future Opportunity Fund | 4.57% | 14.74% | 19.49% | 12.62% | Get Details | ||||
| Reliance Life Pure Equity Fund 2 | 4.17% | 16.6% | 19.22% | 12.9% | Get Details | ||||
| PNB MetLife Balanced Opportunities Fund | 0.51% | 17.43% | 18.67% | Get Details | |||||
| PNB MetLife India Multiplier | 3.42% | 13.66% | 18.33% | 11.88% | Get Details | ||||
Nitin BansalOversees a broad portfolio of equity, debt and balanced funds, demonstrating expertise across diverse investment strategies
Peer Comparison
- Overview
- Returns
| Fund name | AUM |
1Y |
|
| SBI Life Equity Fund | ₹78,558 Cr | - | Get Details |
| ICICI Prudential Life Maximiser Fund V | ₹51,163 Cr | 0.5% | Get Details |
| SBI Life Midcap Fund | ₹42,123 Cr | - | Get Details |
| HDFC Life Opportunities Fund | ₹36,935 Cr | 0.34% | Get Details |
| SBI Life Bond Pension II | ₹29,338 Cr | 5.93% | Get Details |
| SBI Life Balanced Fund | ₹22,609 Cr | 2.97% | Get Details |
| SBI Life Bond Fund | ₹19,241 Cr | 6.73% | Get Details |
| ICICI Prudential Life Multi Cap Growth Fund | ₹18,870 Cr | 0.76% | Get Details |
| Kotak Mahindra OM Life Classic Opportunities Fund | ₹13,589 Cr | - | Get Details |
| Axis Max Life Growth Super Fund | ₹13,106 Cr | - | Get Details |
| Fund name |
Returns
|
||||||||
| SBI Life Equity Fund | 1.7% | 13.72% | 16.84% | 11.99% | Get Details | ||||
| ICICI Prudential Life Maximiser Fund V | 6.09% | 14.37% | 18.77% | 11.66% | Get Details | ||||
| SBI Life Midcap Fund | 0.18% | 21.86% | 24.92% | Get Details | |||||
| HDFC Life Opportunities Fund | 0.24% | 18.48% | 21.62% | 14.66% | Get Details | ||||
| SBI Life Bond Pension II | 3.63% | 6.8% | 5.38% | 6.69% | Get Details | ||||
| SBI Life Balanced Fund | 4.37% | 9.99% | 11.11% | 10.01% | Get Details | ||||
| SBI Life Bond Fund | 4.42% | 7.12% | 5.63% | 7.04% | Get Details | ||||
| ICICI Prudential Life Multi Cap Growth Fund | 3.96% | 15.89% | 18.52% | 11.69% | Get Details | ||||
| Kotak Mahindra OM Life Classic Opportunities Fund | 0.92% | 15.51% | 18.65% | 13.29% | Get Details | ||||
| Axis Max Life Growth Super Fund | 3.13% | 14.45% | 16.99% | 13.07% | Get Details | ||||
Top ULIP Funds
| Fund name |
Returns
|
||||||||
| PNB MetLife Mid Cap Fund | 16.43% | 34.5% | Get Details | ||||||
| HDFC Life Discovery Fund | 2.77% | 22.01% | 28.99% | Get Details | |||||
| Canara HSBC Life Emerging Leaders Equity Fund | 0.47% | 23.21% | 27.94% | Get Details | |||||
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*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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