What returns can I expect from this fund?
The benchmark for this fund is Nifty Mid Cap 150 TRI. 5 year returns of Nifty Mid Cap 150 TRI has ranged around 17.6% 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 in the short term there could be losses as well.
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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 returns can I expect from equity Mutual Fund investments?
For equity Mutual Funds, the value of investments may fluctuate with stock market volatility. Returns are not guaranteed. Equity Mutual Funds are known to be more volatile in the short term but have historically given 10-14% in the long term (5-7 ...
Why is there no performance history of this fund?
This is a new fund offer hence there is no performance history. However it invests in Sundaram India based mid Cap fund which has a long track record of consistently delivering returns close to its benchmarks.
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.
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 ...