Tata India Dynamic Equity Fund Class A
Get the latest NAV of Tata India Dynamic Equity Fund Class A. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹83.09
NAV as on 01 Jan 0001
▲▼
Tata India Dynamic Equity Fund Class A Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (01-Jan-01)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Tata India Dynamic Equity Fund Class A Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata India Dynamic Equity Fund Class A Asset Allocation
See fund asset allocation details as on (14-Jun-26)
Fund Distribution
as on (14-Jun-26)
Tata India Dynamic Equity Fund Class A Sector Allocation
See fund sector allocation details as on (14-Jun-26)
Sector Allocation
Top 3 Sectors in May were Financial Services, Consumer Cyclical & Industrial
Financial Services
34%
Consumer Cyclical
13%
Industrial
11%
Financial Services
34%
Consumer Cyclical
13%
Industrial
11%
Tata India Dynamic Equity Fund Class A Holdings Details
as on (31-May-26)
Tata India Dynamic Equity Fund Class A Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty 500 TRI |
| AUM | -- |
| Inception Date | 1 December, 2025 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Moderately High risk |
About Tata India Dynamic Equity Fund Class A
Tata India Dynamic Equity Fund Class A is an equity fund. This fund was started on 1 December, 2025. The fund is managed by Aditya Shanker. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata India Dynamic Equity Fund Class A has ₹0 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
Tata India Dynamic Equity Fund Class A has given a CAGR return of 0.00% since inception.
Holdings
Tata India Dynamic Equity Fund Class A has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Consumer Defensive, Tech, Basic Materials, Energy, Health, Communication, Utilities, Real Estate. Its top holdings are Tata Nifty 50 Index Dir, Tata Banking & Financial Svcs Dir Gr, Tata Mid Cap Dir Gr, Tata BSE Quality Index Dir Gr, Tata India Consumer Dir Gr
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Tata India Dynamic Equity Fund Class A
null
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Tata India Dynamic Equity Fund Class A has no lock in period.
Fund Manager
Aditya Shanker
Fund Manager of Tata India Dynamic Equity Fund Class A, since 1 December 2025
Frequently Asked Questions for Tata India Dynamic Equity Fund Class A
How do I invest in Tata India Dynamic Equity Fund Class A?
- Download the INDmoney app.
- Search for ‘Tata India Dynamic Equity Fund Class A’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.