Tata Asset Management launches Tata India Dynamic Equity Fund at GIFT City

Tata Asset Management has launched Tata India Dynamic Equity Fund – GIFT IFSC, with a minimum investment of USD 500 – following approval from the IFSCA. The fund offers global investors an easy way to access India’s growing equity market and take part in the growth of the world’s fourth-largest economy.

The fund is a retail-focused product, designed as an inbound feeder fund that invests in Mutual Fund equity schemes and Exchange-Traded Funds (ETFs), according to a press release by the fund house.

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The fund follows an active allocation strategy that adjusts to market trends, combining large, mid, and small-cap exposures to deliver balanced returns. Tactical exposure in emerging themes—such as technology, energy, and healthcare—enhances the opportunity.

“The Tata India Dynamic Equity Fund from GIFT IFSC has accessibility to all with a minimum ticket size of USD 500 and significant tax advantages for non-residents. The fund will dynamically allocate assets based on prevailing market conditions. In the current scenario, it will allocate 50–100% of the AUM to broad-based funds and 0–50% to sectoral and thematic opportunities, ensuring diversified access to India’s growth potential while maintaining optimal flexibility,” said Abhinav Sharma, Head – International Business, Tata Asset Management.

A major advantage for non-resident investors is the complete exemption from Indian taxes on income earned through the fund. Investors are only subject to taxation as per the laws of their country of residence, making this an exceedingly tax-efficient entry point to Indian equities, the release said.

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The Tata India Dynamic Equity Fund is open to foreign investors, both individuals and entities, as well as Non-Resident Indians (NRIs) and Overseas Citizens of India from jurisdictions compliant with Financial Action Task Force (FATF) standards.