Tata India Equity

Tata India Equity

Fund description

  • Fund name: TATA India Equity Fund
  • Jurisdiction: Luxembourg
  • Regulatory framework: SICAV
  • Liquidity: Dialy
  • Manager: GAM (Luxembourg) S.A.
  • Custodian: State Street Bank International GmbH, Luxembourg Branch
  • Share-class: B
  • Minimum Investment: No
  • Annual management fee: 2.0%
  • Start date: 10 Ene 2020
  • Currency:
    • USD: (B) LU1980190034
  • Share-class: C
  • Minimum Investment: $150,000
  • Annual management fee: 1.5%
  • Start date: 14 Ene 2020
  • Currency:
    • USD: USD: (C) LU1932498170
  • Share-class: D
  • Minimum Investment: $1,000,000
  • Annual management fee: 1.0%
  • Start date: 13 Feb 2020
  • Currency:
    • USD: (D) LU1932498253

Objective of the fund

Diversified Equity fund with a focus to generate superior risk-adjusted returns over the medium to long term.

Investment Strategy

Our investment philosophy is “Growth at Reasonable Price”. We look for businesses with sustainable high growth potential in earnings, generating positive free cash and available at a reasonable price for long term wealth compounding. The approach is to be bottom-up in stock selection with low churn and long term orientation.