Tata India Dynamic Equity Fund
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 Holdings of the Funds
Sundaram INDIA Mid Cap – GIFT
AMC Name – Sundaram Asset Management GIFT City
Fund Name – Sundaram INDIA Mid Cap – GIFT
- Inbound
- Equity
- Open Ended
- USD Investment
Benchmark – Nifty Midcap 150 TR
Investment Objective – The investment objective of the Sundaram India Mid Cap – GIFT Fund is to provide long-term capital growth by predominantly investing in units of the underlying Sundaram Asset Management Sundaram Mid Cap Fund, which is registered with SEBI. The fund aims to give global investors exposure to high-growth Indian mid-cap companies through the GIFT City structure.
Minimum Investment – $5000
Additional Investment – $1000
Lock in Period – Nil
Expense Ratio – 1.5 %
Exit Load – 2% of the NAV if redeemed within 12 Months, 1% of NAV if redeemed beyond 12 Months but within 24 Months
NAV at the Inception – $ 10
Present NAV – $ 10.67 (March 2026)
Fund Manager: Mr. Saurabh Kapadia.
Top Holdings of the Funds
