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27 Apr 2026
Synopsis
Tata Mutual Fund has launched the Titanium Equity Long-Short Fund under its Titanium SIF platform, offering a dynamic long-short equity strategy with net exposure ranging from -25% to 100%. Aimed at high-risk investors, the NFO is open until May 11.
Tata Mutual Fund has announced the launch of the Titanium Equity Long‑Short Fund, an equity long‑short strategy under its flagship Titanium Specialised Investment Fund (SIF) today, marking the second SIF launch by the fund house.
The new fund offer or NFO of this SIF is open for subscription and will close on May 11.
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 by the fund house.
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It is designed for investors with a very high risk appetite, having a minimum aggregate ticket size of Rs 10 lakh across SIFs at the PAN level in an AMC.
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Titanium Equity Long‑Short Fund keeps equity at the core, maintaining a minimum 80% 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% of the portfolio value; the overall gross exposure is capped at 100% of net assets in line with SIF norms.
“The SIF framework has opened up a very strategic middle ground between traditional mutual funds and AIF or PMS structures, allowing us to bring more sophisticated strategies in a tax‑efficient manner. With the Titanium Equity Long‑Short Fund, we are extending the Titanium SIF platform from an aggressive hybrid design to a truly flexible equity long‑short solution that aims to generate potential returns irrespective of the market environment,” said Anand Vardarajan, Chief Business Officer, Tata Asset Management.
“The product has the ability to morph into an aggressive long or short position and may also potentially turn into an arbitrage-like positioning depending on the market situation. This offers full flexibility to the investor across market phases,” Vardarajan said.
By actively managing both hedged and unhedged long and short positions (short positions upto 25% of the net assets of the investment strategy), the strategy seeks to deliver performance that is less dependent on market direction and aims to convert volatility into opportunity across bull, bear and range‑bound phases.
In strong uptrends, the fund intends to raise net equity exposure towards the higher end of its range to aim to participate in growth, whereas in periods of elevated valuations or heightened risk – such as the recent geopolitical‑driven corrections – the fund may lower net equity exposure.
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.
“Traditional equity products keep the net equity high at every valuation of the market. Titanium Equity Long Short Fund is designed to do dynamic equity allocation as per the valuations of the market. The Fund will keep equity at the core, while allowing us to express both positive and negative views through long and short positions,” said Suraj Nanda, Fund Manager, Titanium SIF.
“The strategy provides flexibility to hedge equity exposure when risks are elevated or increase net equity exposure—potentially up to 100%—when conditions are favourable. With unhedged short positions of up to 25% of the portfolio also allowed, the fund seeks to capture opportunities across both rising and falling stocks. The focus remains on fundamental, bottom‑up stock selection, disciplined risk management, and dynamic use of derivatives, with the objective of navigating not only uptrends, but also sideways and corrective market phases,” Nanda further said.
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The Titanium SIF platform is designed for investors who are seeking differentiated strategies and who understand that Specialized Investment Funds come with relatively higher potential loss of capital compared to traditional mutual funds.
This SIF is suitable for investors who are seeking medium to long-term capital appreciation and want to invest in listed equity and equity-related instruments, including limited short exposure in equity through derivative instruments
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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