Tata Asset Management today announced the launch of the Titanium Equity Long-Short Fund, an equity long-short strategy under its flagship Titanium Specialised Investment Fund (SIF).
This is the second SIF launch by the fund house.
Unlike traditional equity mutual funds, this fund can take limited short exposure and dynamically adjust its equity allocation, offering more flexibility in managing market volatility with higher risk.
Titanium Equity Long-Short Fund
Titanium Equity Long-Short Fund is an open-ended equity investment strategy investing in listed equity and equity-related instruments, including limited short exposure in equity through derivative instruments.
The fund aims to convert market volatility into opportunity with flexible long, arbitrage, and short strategies.
Positioned within the Equity Long-Short category, the fund aims to generate medium-to-long-term capital appreciation by actively managing both long and short exposures in equities and equity derivatives, with the ability to adjust net equity exposure dynamically between -25% and 100% based on the market conditions, according to a press release issued by the fund house.
Titanium Equity Long-Short Fund NFO: Subscription opening and closing dates
The new fund offer or NFO of the SIF is opened for subscription today, April 27 and it will close on Monday, May 11.
NFO Period: April 27, 2026 - May 11, 2026.
How does Titanium Equity Long-Short Fund work?
The fund builds a portfolio of equity investments and uses derivatives to take limited short exposure, allowing it to dynamically adjust net equity exposure based on market conditions.
Titanium Equity Long-Short Fund NFO: Minimum Investment, exit load
- Minimum investment: A minimum aggregate investment of Rs 10 lakh at the PAN level is required across all investment strategies within Titanium SIF.
- Minimum additional investment: Rs 1,000
- Exit load: 1% of NAV - Within 30 days
Titanium Equity Long-Short Fund NFO Risk Profile
The Titanium Equity Long-Short Fund is designed for investors having very high appetite and the fund is intended for affluent/HNI investors.
Titanium Equity Long-Short Fund NFO: Fund invests across -
- Equity and equity-related instruments
--Seeks to balance potential return opportunities with an active approach to managing portfolio risk.
- Derivative strategies, including long and short positions (as permitted)
--MF-like taxation with the of a defined SEBI regulatory framework
Titanium Equity Long-Short Fund NFO Benchmark
The Titanium Equity Long-Short Fund will be benchmarked to the Nifty 500 Total Return Index (TRI), reflecting its broad-based equity universe and its positioning as an actively managed, equity-centric long-short strategy.
Titanium Equity Long-Short Fund NFO: Allocations
Titanium Equity Long-Short Fund keeps equity at the core, maintaining a minimum 80 per cent gross allocation to listed equity. The fund can also hedge its equity exposure through derivatives and take additional unhedged short positions of up to 25 per cent of the portfolio value; the overall gross exposure is capped at 100 per cent of net assets in line with SIF norms.
- Net Equity range: ~25% to 100%
- Unhedged Short Derivatives in Equity and Equity related instruments are capped at 25%
- Gross exposure limit is 100%
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
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