Fund Type: For NRIs

Tata India Dynamic Equity Fund

AMC Name – Tata Asset Management (IFSC Branch)

Fund Name – Tata India Dynamic Equity Fund


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.

  • Inbound
  • Equity
  • Open Ended
  • USD Investment

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Sundaram INDIA Mid Cap – GIFT

AMC Name – Sundaram Asset Management GIFT City

Fund Name – Sundaram INDIA Mid Cap – GIFT


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.

  • Inbound
  • Equity
  • Open Ended
  • USD Investment

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Edelweiss Greater China Equity Fund

AMC Name – Edelweiss Asset Management Limited (IFSC Branch)

Fund Name – Edelweiss Greater China Equity Fund


Investment Objective – Available for Indian Resident Investor under LRS Scheme. The Primary investment objective of the scheme is to provide long-term capital appreciation by investing in JPMorgan Funds Greater China Fund, an equity fund which invests primarily in a diversified portfolio of companies that are domiciled in Greater China region.

  • Outbound
  • Equity
  • Open Ended
  • USD Investment
Short Term Capital Gain Tax (STCG)
42.74 % for stocks help under 24 months
TCS (Tax Collected at Source )
20 % TCS applicable for remittances > Rs 10 lakhs
Long Term Capital Gain Tax (LTCG)
14.95 % for stocks held 24 months or more
Dividends from Stocks
Taxed at 35.88 %

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