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.
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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 inbound Mutual Funds via Belong?
Belong provides inbound funds out of GIFT City which are only available to NRIs, OCIs and foreign nationals. This is because of all the tax advantages associated with the inbound funds as of now. We are currently providing these funds to NRIs and ...
Why is there no performance history for Tata India Dynamic Equity Fund?
This is a new fund offer hence there is no performance history. However it invests in Tata’s India based funds which have a long track record of consistently delivering returns close to or better than their 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.
Can NRIs/OCIs/Foreign Nationals from any jurisdiction invest in Tata’s fund?
No, typically investors from US, Canada & FATF blacklisted countries are not allowed to invest.