Tata AMC Launches Dynamic Equity Fund at GIFT City with $500 Entry

• Tata India Dynamic Equity Fund launched at GIFT City with IFSCA approval.
• Low entry barrier as the minimum investment starts at just 500 US dollars.
• Tax-free returns in India for foreign investors.

Tata Asset Management has launched a new investment opportunity for global investors through its Tata India Dynamic Equity Fund at GIFT City, Gujarat. The fund, which recently received approval from the International Financial Services Centres Authority (IFSCA), aims to attract foreign investors looking to tap into India's high growth equity market.

The fund is structured as an inbound feeder fund and invests in Indian mutual fund equity schemes and exchange traded funds (ETFs). It follows a dynamic allocation strategy, adjusting exposure based on market trends. Investors get a diversified mix of large-cap, mid-cap, and small-cap stocks, along with tactical investments in emerging themes like technology, healthcare, and energy.

A standout feature is the low investment threshold with a minimum ticket size of just USD 500, the fund is accessible to both large and small investors. This makes it one of the most inclusive India focused offerings available at GIFT City.

Tax efficiency is another big draw. Non-resident investors won’t pay any Indian tax on income earned through the fund. Instead, they're only liable to pay taxes based on the laws of their home country. This makes it a smart and efficient way to invest in Indian equities.

Tata AMC's CEO, Prathit Bhobe, emphasized India’s strong long term growth potential driven by demographics, digital growth, infrastructure development, and economic reforms. The fund, he said, offers global investors a gateway to participate in this story through a world class financial center.

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Abhinav Sharma, Head of International Business at Tata AMC, added that the fund offers flexibility and diversification, dynamically allocating between broad based funds and sector specific themes.

The fund is open to foreign individuals, entities, NRIs, and OCIs from FATF compliant jurisdictions.