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Titanium Hybrid Long-Short Fund
Tata Asset Management Pvt. Ltd.
hybrid_long_short
🔴Very High
✓ Active
✓ AI Summary
- •Dynamic multi-dimensional hybrid engine allocating approximately 55-65% to equities, 25-35% to debt instruments, and remainder to cash equivalents or REITs/InvITs, employing systematic derivative overlays.
- •Interval investment strategy under Tata Mutual Fund's Titanium SIF Platform, evaluating strategic performance against CRISIL Hybrid 50+50 - Moderate Index (TRI).
AI-generated summary of this strategy's ISID. It may contain errors; check the ISID before investing.
⚠️
Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 5
Derivatives use≤25.00%
LiquidityOnce a month, First business day
Suitable for investors with
₹0Cr+ surplus3+ year horizon
NAV (Today)
₹10.04
↑ 0.50%
13 Oct
Since Inception
↑ 0.39%
Dec 2025
Period Returns
1 Month-1.52%
3 Months-1.92%
YTD-0.28%
Fund House
Tata Asset Management Pvt. Ltd.
Category
Hybrid long-short
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Plan Shown
Direct Growth
Core Idea
Hybrid Long Short
Investment approach
Expense Ratio
2.25%
Regular plan TER
Risk Label
Very High
Band 5
ISIN (Payout)
INF277K30047
Minimum Investment
₹10,00,000
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ISID key facts
Full name
Titanium Hybrid Long-Short Fund
AMC
Tata Asset Management Pvt. Ltd.
Fund category
SIF — hybrid
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Scheme opens
17 Dec 2025
Min investment
₹ 10,00,000
Exit load
1.000% if redeemed within 365 days
Assets Under Management
₹ 603 Cr
Equity allocation
65–100% in listed equities
Tax: Depends on the strategy's asset mix. Equity-oriented strategies (at least 65% in listed Indian equity): gains taxed at 20% if units are held up to 12 months, 12.5% if held longer. Strategies with more than 65% in debt: gains taxed at your income-tax slab rate, whatever the holding period. Other mixes follow different rules. See this strategy's ISID and consult a tax adviser.
Fund Managers
Mr. Suraj Nanda
Fund Manager
9+years of experience
Background
- •PGDM (Finance), Bachelor in Electronics.
- •Currently Fund Manager at Tata Asset Management Pvt.
- •Ltd.
- •(since Aug 2025), reporting to Chief Investment Officer.
- •Previously worked at ICICI Prudential Asset Management (May 2016–June 2025) as Fund Manager, reporting to Head of AIF (Long Short Fund).
Mr. Amit Somani
Fund Manager
18+years of experience
Background
- •B.Com, PGDBM, CFA.
- •Currently Fund Manager at Tata Asset Management Pvt Ltd (Sep 2012–present), reporting to Head Fixed Income; earlier Credit Analyst there (2010–2012).