What is the minimum investment amount in this fund?

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• Is SIP facility available for this fund?

  At the moment, the SIP option via auto-debit is not available for this fund. However, you can make a manual investment every month. We will send you a reminder every month so you can add funds and invest.

• What is the Tata India Dynamic Equity Fund (IFSC - GIFT City)?

  It is a retail feeder fund launched by Tata Asset Management at GIFT City, India’s international finance hub. The fund invests in Tata Mutual Funds in India across large-cap, mid-cap, small-cap, ETFs, and sector/thematic funds, offering NRIs a ...

• Who can invest in Tata India Dynamic Equity Fund?

  The fund is available to Non-Resident Indians (NRIs), Overseas Citizens of India (OCIs), and Foreign Investors. Please note this fund is not open to US & Canada.

• What returns can I expect from this fund?

  The benchmark for this fund is NIFTY 500. 5 year returns of NIFTY 500 have ranged from 10-15% p.a. in USD terms in the past. The fund will target to achieve similar returns but as with all market linked investments, performance is not guaranteed and ...

• What are the charges associated with this fund?

  Tata India Dynamic Equity Fund has an expense ratio of 1.75% for its direct plan. There are no additional fees such as entry load, exit load or platform charges. The returns from this fund are also completely tax-free in India.