Titanium Equity Long-Short Fund

About the Fund

Strategy snapshot and portfolio approach

An open-ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments.

Investment Objective

Primary goal of the fund and outlines

To generate medium to long term capital appreciation by investing in equity and equity related instruments as well as debt and money market instruments, including limited short exposure in equity and debt through derivatives. However, there is no assurance that the investment objective of the Investment strategy will be achieved.

Fund Details

Structural and regulatory information about the scheme

Scheme Type

Open Ended Fund

Taxation

Equity

Launch Date

27 Apr 2026

Exit Load

1% of NAV Within 30 days

Standard Deviation

—

Beta

—

Sharpe Ratio

—

Performance

Net Asset Value (NAV) movement over time

NAV history is not available yet for .

Performance Data Disclaimer

The daily NAV performance charts displayed on this page are sourced directly from NAV files uploaded by the respective Asset Management Companies (AMCs) on the AMFI website. SIFbazar.in has no control over the accuracy, timeliness, or completeness of this data and merely plots it for visualization purposes.

Past performance is not indicative of future results. NAV values are subject to market risks, and investors should independently verify data with official AMFI sources or the AMC before making decisions. SIFbazar.in disclaims any liability for errors, delays, or omissions in the displayed information.

Portfolio Composition

How the fund's investments are distributed across assets and sectors

Asset Allocation data not available

Sector Allocation data not available

Top Holdings

Largest investments by portfolio weight

Instrument	Type	Allocation (%)

Fund Managers

Professionals responsible for managing the scheme

Hasmukh Vishariya

Mr. Hasmukh Vishariya joined Tata Asset Management in March 2024 as a Research Analyst, with expertise in the Information Technology sector. He built onto Internet, Telecom and Media sectors contributing to informed investment decisions and strategic insights in these areas. Additionally, he has been entrusted with responsibilities of managing Overseas Investments across various funds since Mar'2025. Prior to joining Tata Asset Management, Mr. Hasmukh had a 7-year stint at Star Union Dai-ichi Life Insurance covering Information Technology, FMCG & Consumer Discretionary and Building Materials sector for 6 years. Additionally, he has worked as Assistant manager in Investment Back & Mid Office department for 1.5 years at the start of his career with Star Union Dai-ichi Life Insurance. Mr. Hasmukh is a Chartered Account from the Institute of Chartered Accountants of India and has cleared CFA Level 1 from CFA institute - USA

AMIT SOMANI

Mr. Amit Somani, has over 24 years of experience in Global and Indian financial markets specializing in Credit Analysis and Fund Management. Mr. Amit is currently managing Tata's Liquid Fund, Money Market Fund, Short-term Bond Fund and Passive Debt Funds. He joined Tata Asset Management as a Credit Analyst in the year June 2010 and got promoted as a Fund Manager in September 2012. He is currently working as Deputy Head – Fixed Income since April 2025. Prior to joining Tata Asset Management, he has served stints with Fidelity Investments and Netscribes Pvt. Ltd as a Research Analyst and with SPA Capital and Khandwala Securities as a Debt Market Dealer. Mr. Amit Somani is a B.Com, PGDBM and CFA Charterholder

Documents

Official scheme documents and disclosures

Risk & Disclaimers

Important information investors should be aware of

Riskometer of the Scheme

High

Risk Level 5 of 5

This fund's risk level is based on the scheme's Risk-o-Meter as disclosed by the fund house. Investors should assess their risk appetite before investing.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

NAV and performance data shown above are historical and for illustrative purposes only. Past performance does not guarantee future returns.

For detailed information on investment objectives, risks, expenses, and other scheme-related details, please refer to the official scheme documents such as the Factsheet and Key Information Memorandum (KIM).

Check SEBI Website for more on Risk-O-Meter: https://investor.sebi.gov.in/riskometer.html

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