Tata India Dynamic Equity Fund
Active rotation across opportunities — ideal for NRIs
Unlike regular funds that stick to one strategy, this fund actively rotates across large, mid, small-cap, banking, and gold based on market conditions. Particularly suited for NRI investors through GIFT City.
Quick Facts
Minimum Investment
₹5,000
Target Return
12-16% p.a.
Horizon
5+ years
Risk Level
Why This Product
Multi-cap flexibility: shifts allocation based on value
Built-in 10% gold allocation for portfolio protection
Ideal inbound fund for NRI investors
Active professional allocation management
How to Invest
Complete KYC — NRIs can do via GIFT City or through NRE/NRO bank accounts
Choose Direct or Regular plan; lump sum or SIP (₹1,000/month minimum)
Fund manager dynamically allocates across equity, gold, and cash based on valuations
Units allotted at applicable NAV; track via AMC app or MF Central
Dividends reinvested (Growth option) or paid out (IDCW option) per your choice
Risk Factors
Multi-cap flexibility means fund can be heavily tilted to one segment
Dynamic allocation relies on fund manager's macro calls
Gold allocation may drag returns in equity bull runs
NRI investors subject to TDS on redemption proceeds
Currency risk for NRIs — INR depreciation affects USD-equivalent returns
Key Documents
Scheme Information Document (SID)
Strategy, asset allocation ranges, and risk factors
Key Information Memorandum (KIM)
Summary of fund features for quick reference
Monthly Factsheet
Current allocation, top holdings, and performance vs benchmark
Request documents from your advisor or contact us on WhatsApp.
Fees & Charges
Regulatory
Eligibility & Access
Best Suited For
NRI investors wanting actively managed India exposure with built-in diversification
Ready to Explore Tata India Dynamic Equity Fund?
Speak with an advisor who can walk you through the details and how this fits your portfolio.
ARN-189009 · Investments are subject to market risks. Past performance is not indicative of future returns.