Tata India Dynamic Equity Fund - Direct
How long will it take for my units to be credited?
If you invest before 2.15 PM IST (T), you will receive the NAV of T+2 working days, and your units will be allocated on T+3 working days. Investments after 2.15 PM are not considered as T; in this case, T will be the next working day. Please note ...
How can I track all of TATA investments at one place?
We would like to inform you that currently you would not be able to check the TATA India Equity fund investments done through Belong outside the app. As the infrastructure is at a very nascent stage, the feature to track all TATA funds at one place ...
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 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 ...
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.
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.
Will I be investing in the fund’s direct or regular plan?
You will be investing in the fund’s direct plan without any commissions.
How will my gains be taxed?
Gains from this fund like all inbound Mutual Funds are tax free in India. There will be no TDS or withholding tax on withdrawal. You are not required to file any ITR in India for this fund. You may have to pay taxes in your country of residence as ...
Is there any lock-in period?
No, there is no lock-in. You can redeem your investments whenever you want. There is no exit load or penalty either. Note: As with all NFOs, if you invest in the NFO period, there is a lock-in till the fund opens the scheme for regular investments.
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 minimum investment amount in this fund?
The minimum investment amount for this fund is USD 500. After that, subsequent additional investments can be made from USD 100.
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 ...