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Titanium Equity Long-Short Fund
Tata Asset Management Pvt. Ltd.
equity_long_short
🔴Very High
✓ Active
✓ AI Summary
- •Combines core gross long equity allocation of 80-100% with tactical derivative strategies, featuring flexible framework for dynamic net equity exposure adjustments (~25-100%) and up to 25% unhedged short cap.
- •Open-ended equity strategy under Tata Mutual Fund's Titanium SIF Platform, benchmarking tactical absolute-return against Nifty 500 Total Return 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%
LiquidityDaily (All business days)
Suitable for investors with
₹0Cr+ surplus3+ year horizon
NAV (Today)
₹10.28
↑ 0.80%
13 Oct
Since Inception
↑ 2.75%
May 2026
Period Returns
1 Month-1.38%
3 Months-0.96%
YTD+2.75%
Fund House
Tata Asset Management Pvt. Ltd.
Category
Equity long-short
Benchmark
NIFTY 500 TRI
Plan Shown
Direct Growth
Core Idea
Equity Long Short
Investment approach
Expense Ratio
2.25%
Regular plan TER
Risk Label
Very High
Band 5
ISIN (Payout)
INF277K30104
Minimum Investment
₹10,00,000
🔒
ISID key facts
Full name
Titanium Equity Long-Short Fund
AMC
Tata Asset Management Pvt. Ltd.
Fund category
SIF — equity
Benchmark
NIFTY 500 TRI
Scheme opens
20 May 2026
Min investment
₹ 10,00,000
Exit load
1.000% if redeemed within 30 days
Assets Under Management
₹ 321 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).