- Launches Tata India Dynamic Equity Fund – GIFT IFSC, offering diversified access to India’s booming equity markets
- Inbound retail fund allows global investors to participate in India’s growth story with just USD 500 and full tax exemption
NE BUSINESS BUREAU
AHMEDABAD, OCT 13
In a move set to redefine inbound retail investments, Tata Asset Management has launched the Tata India Dynamic Equity Fund – GIFT IFSC, following approval from the International Financial Services Centres Authority (IFSCA). Designed for global investors keen on India’s growth narrative, the fund offers entry at a minimum investment of just USD 500, making participation in the world’s fourth-largest economy more accessible than ever.
The retail-focused feeder fund will invest in mutual fund equity schemes and ETFs, using a dynamic allocation strategy that adapts to market conditions—balancing exposure across large, mid, and small-cap segments while tactically investing in emerging themes such as technology, energy, and healthcare.
“The Tata India Dynamic Equity Fund from GIFT IFSC is designed for accessibility and agility,” said Abhinav Sharma, Head – International Business, Tata Asset Management.
“With a minimum ticket size of USD 500 and complete tax exemption on Indian income, it offers non-resident investors a simple, efficient, and diversified way to benefit from India’s growth potential.”
One of the fund’s standout advantages is its complete exemption from Indian taxes on income generated through the fund, leaving investors subject only to taxation under their home-country laws—making it a highly tax-efficient gateway to Indian equities.
Open to global investors, NRIs, and Overseas Citizens of India from FATF-compliant jurisdictions, the fund marks another milestone in GIFT City’s emergence as a world-class hub for international finance and investment innovation.
