September 23, 2025
admin
Tata Asset Management has stepped into the global arena with its first GIFT City offering – the Tata India Dynamic Equity Fund. To understand the AMC’s international strategy, product innovation, and roadmap, we spoke with Mr. Abhinav Sharma, Head – International Business, Tata AMC. In this exclusive interaction, he shares insights on how Tata AMC plans to differentiate itself from competitors, build long-term trust with global investors, and use GIFT City as a true gateway for India’s investment story.
1. Global Positioning vs Competitors
Several AMCs are opening branches in GIFT City. What will make Tata AMC’s international strategy unique, and how do you plan to differentiate the Tata India Dynamic Equity Fund from similar offerings launched here?
Follow-up: Can you give an example of a specific feature or investor segment you are targeting that others might have overlooked?
Tata AMC’s international strategy at GIFT City is built on three pillars: accessibility, innovation, and transparency. Historically, most products here were aimed at only HNIs, with minimum investments of USD 150,000 or more. We set out to change that perception.
After extensive engagement with stakeholders, we launched the Tata India Dynamic Equity Fund with a low entry point of just USD 500. This makes India’s growth story accessible to a much wider base of global and NRI investors. Investors can purchase in USD, receive USD NAVs, and redeem at NAV with no entry or exit load at the GIFT City fund level.
What differentiates us is simple but powerful:
• Transparency: A capped all-inclusive expense ratio, so investors pay exactly what they agree to, with no hidden charges.
• Liquidity: Daily NAVs, purchases, and redemptions across both underlying and GIFT City funds.
• Ease of access: Eligibility for global individuals, entities, NRIs, and OCIs from FATF-compliant jurisdictions, with simplified onboarding and no compulsory PAN or Indian tax return requirements for NRIs for income from IFSC jurisdictions.
This combination—backed by the Tata brand—will help us reach investors who were previously excluded.
2. Building Trust with Global Investors
International investors often hesitate due to currency risk, governance, and liquidity concerns. What steps is Tata AMC taking to address these concerns and build long-term trust with overseas investors?
Follow-up: Do you see currency hedging or investor education as part of the solution?
Trust is the foundation of our international business. GIFT City provides a unified and robust regulatory framework, and the regulator is highly collaborative, engaging regularly with industry participants to refine the ecosystem.
We build trust through three clear measures:
• Predictability of costs with our capped expense ratio.
• Daily liquidity and transparency, giving investors timely access to their capital.
• Proactive engagement with the ecosystem with a focus on investor and distributor education and support.
By lowering entry barriers and prioritizing transparency, Tata AMC stives to enable global investors to access India with confidence.
3. Creating a Global Gateway for India
Do you see GIFT City merely as a regulatory hub, or as a platform to build a true global distribution network for Tata AMC? How do you plan to integrate GIFT City operations with Tata’s presence in other international markets?
GIFT City is more than just a financial hub—it’s a global gateway for capital into India. We’re actively collaborating with partners – domestic and global as well as fintech innovators to position GIFT City as a core node in our international strategy. At the same time, we are building our own digital ecosystem to further enhance investor access and experience.
4. Product Innovation at IFSC
The Tata India Dynamic Equity Fund is your first offering from GIFT City. How do you see GIFT City enabling future product innovation that may not be possible from domestic platforms?
The flexibility offered by GIFT City enables us to do what’s not feasible in the domestic market. We are actively exploring dollar-denominated feeder funds and India Long-Short strategies for NRIs and foreign investors, as well as outbound funds for Indian investors via the LRS route. These innovations aim to empower investors by offering greater choice and reducing operational complexity.
5. Future Roadmap
Beyond the Dynamic Equity Fund, what new categories or strategies can investors expect from Tata AMC’s GIFT City branch in the next 2–3 years?
Beyond the Dynamic Equity Fund, Tata AMC’s GIFT City branch is gearing up to launch a range of innovative strategies over the next 2–3 years. These include retail inbound feeder funds into domestic mutual funds and ETFs for NRIs and foreign investors, outbound funds for Indian investors via the LRS route, and India-focused long-short strategies tailored for global investors. Each new product will be guided by the principles of accessibility, ease of transaction, and transparency—while upholding the Tata brand’s legacy of trust and excellence.