Ride India's Growth Wave —
Dynamically Managed & Diversified
The Tata India Dynamic Equity Fund is an inbound fund that gives NRIs and foreign investors a USD-denominated gateway to participate in one of the world's fastest-growing major economies. Managed by Tata Asset Management Private Limited (IFSC Branch), the fund invests in a diversified portfolio of Indian mutual funds and ETFs — dynamically allocating between broad market-cap opportunities and sectoral or thematic bets — giving investors flexible, professionally managed exposure to India's equity growth story.
Key Highlights of the Tata India Dynamic Equity Fund
Invest in One of the Fastest-Growing Major Economies
Driven by strong demographics, digital transformation, and rising consumption, India offers a compelling long-term growth story for global investors.
Diversified Exposure to Indian Markets
Get access to a wide basket of Indian equities across Large-cap, Mid-cap & Small-cap companies, and Sectoral & Thematic opportunities.
Dynamic Asset Allocation Strategy
The fund actively adjusts allocation between Core Portfolio (50–100%) of broad-based market cap funds and Satellite Portfolio (0–50%) of sectoral, thematic & ETFs — ensuring flexibility across market cycles.
Professionally Managed by Tata AMC
Backed by a well-established fund house with decades of experience and a strong track record in managing Indian equities.
Fund Details — Tata India Dynamic Equity Fund
| Particulars | Details |
|---|---|
| Fund Issuer | Tata Asset Management Private Limited (IFSC Branch) |
| Structure | Inbound Fund (Invests in Indian Mutual Funds/ETFs) – Retail Scheme |
| Investment Objective | The Tata India Dynamic Equity Fund aims to generate long-term capital appreciation by providing investors exposure to the Indian equity markets through a diversified portfolio of mutual funds and ETFs. |
| Investment Strategy | The fund follows a dynamic asset allocation strategy, combining a core portfolio of diversified Indian equity funds (50–100%) with a satellite allocation to sectoral and thematic opportunities (0–50%). It actively rebalances exposure across market caps and sectors based on market conditions and valuations, while incorporating hedging strategies and diversification to enhance risk-adjusted returns. |
| Benchmark | Nifty 500 |
| Currency | USD |
| Minimum Investment | USD 500 |
| Minimum Top Up | USD 100 |
| Total Expense Ratio | 2.50% |
| Eligible Investors | NRIs & Foreign Investors |
| Liquidity | Open Ended |
| Taxation | This fund offers a tax-efficient structure where income is typically not taxed in India and is only taxed as per your home country rules. |
DISCLAIMER: Anand Rathi International Ventures (IFSC) Private Limited – IFSCA Registered Distributor Capital Market Products and Services - 2023-24/0002
Tata Asset Management Private Limited (IFSC Branch) has launched Tata India Dynamic Equity Fund, an inbound fund offered from GIFT City. Anand Rathi International Ventures (IFSC) Private Limited's role is limited to that of a Distributor. Anand Rathi International Ventures (IFSC) Private Limited does not provide any investment advice, recommendation, research, or assurance on returns. All investment decisions are undertaken by the client at their sole discretion. Investments are subject to market risks, including risks associated with foreign securities and currency fluctuations. Past performance is not indicative of future results.
The Company and its employees do not handle client funds or securities, execute trades, or undertake clearing or settlement of transactions. Anand Rathi International Ventures (IFSC) Private Limited shall not be liable for any loss or damages arising out of the use of products or services provided by Tata Asset Management Private Limited (IFSC Branch).