AMC Name – Tata Asset Management (IFSC Branch)
Fund Name – Tata India Dynamic Equity Fund
- Inbound
- Equity
- Open Ended
- USD Investment
Benchmark – Nifty 500
Investment Objective – The investment objective of the Tata Asset Management Tata India Dynamic Equity Fund is to generate long-term capital appreciation by primarily investing in units of mutual funds and ETFs in India. The fund follows a dynamic allocation strategy to optimize market exposure across large-cap, mid-cap, and small-cap opportunities.
Minimum Investment – $500
Additional Investment – $100
Lock in Period – Nil
Expense Ratio – 2.50%
Exit Load – Nil
NAV at the Inception – $ 100
Present NAV – $ 95.10 (December 2025)
Fund Manager: Mr. Aditya Shanker.
Top 5 Holdings of the Funds
Logos of HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Bharti Airtel Ltd., Larsen & Turbo Ltd