Mumbai: Tata Asset Management has received approval from the International Financial Services Centres Authority (IFSCA) to launch the Tata India Dynamic Equity Fund – GIFT IFSC, an inbound retail feeder fund with a minimum investment ticket size of USD 500.
The fund provides global investors with a seamless gateway to participate in India’s fast-growing equity markets, reinforcing the country’s position as the world’s fourth-largest economy.
Tata India Dynamic Equity Fund – GIFT IFSC opens India’s markets to global investors
The newly approved Tata India Dynamic Equity Fund – GIFT IFSC is structured as a retail-focused inbound feeder fund investing in mutual fund equity schemes and exchange-traded funds (ETFs).
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With a minimum ticket size of USD 500, the fund ensures accessibility to both large and small international investors, Non-Resident Indians (NRIs), and Overseas Citizens of India (OCIs) from FATF-compliant jurisdictions.
Strategy and diversification across sectors
The fund follows an active allocation strategy, dynamically balancing investments across large-cap, mid-cap, and small-cap exposures. Additionally, it tactically allocates resources to emerging themes such as technology, energy, and healthcare to deliver risk-adjusted returns while ensuring diversification.
Abhinav Sharma, Head of International Business at Tata Asset Management, explained that the allocation framework ranges from 50–100% of assets under management (AUM) in broad-based funds and 0–50% in sectoral and thematic opportunities, depending on market conditions.
Global gateway through GIFT City
Highlighting the significance of the launch, Prathit Bhobe, CEO & Managing Director of Tata Asset Management, said, “India is at the cusp of a multi-decade growth cycle driven by demographics, digital transformation, infrastructure push, and economic formalisation. With our entry into IFSC, Tata AMC is positioned to connect global investors and NRIs with India’s vibrant capital markets through innovative and accessible products.”
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Tax efficiency for non-resident investors
One of the key benefits of the Tata India Dynamic Equity Fund is the complete exemption from Indian taxes on income earned through the fund.
Non-resident investors are only subject to taxation as per their country of residence, making the fund a tax-efficient vehicle for accessing India’s equity growth.
With this launch, Tata Asset Management strengthens its global footprint and reaffirms its commitment to making India’s growth story more accessible to international investors.
