Titanium SIF by Tata
Titanium Hybrid Long-Short Fund
India's innovative hybrid long-short strategy combining equity growth with strategic short positions for downside protection and all-weather returns.
₹10L
Min Investment
Level 5
Risk Band
Monthly
Redemption
2.25%
Max TER
Triple-Pillar Investment Strategy
Long Equity
Core portfolio of high-conviction equity positions for capital appreciation.
Short Positions
Strategic short exposure through derivatives for profit in declining markets.
Debt & Stability
Fixed income allocation for stability, liquidity, and consistent returns.
Asset Allocation Matrix
| Asset Class | Min % | Max % |
|---|---|---|
| Equity & Equity-Related | 65% | 75% |
| — Hedged (futures, options, arbitrage) | 0% | 75% |
| — Unhedged Short Derivatives | 0% | 25% |
| Debt & Money Market | 25% | 35% |
| REITs & InvITs | 0% | 10% |
Derivative Strategies
Cash-Futures Arbitrage
Buy in spot, sell in futures to lock in spreads regardless of market direction.
Buy Stock @ ₹1,000 (spot)
Sell Futures @ ₹1,100
Locked Gain: ₹100/share
Long-Short Pair Trading
Profit from relative performance between sectors/stocks, not market direction.
Long: Bank Nifty futures
Short: Nifty IT futures
Profit from relative outperformance
Covered Call Writing
Generate premium income by selling call options against long positions.
Hold 100 shares @ ₹1,500
Sell Call @ ₹1,550 strike
Premium Earned: ₹1,000
Protective Put
Insurance against downside while maintaining upside potential.
Own Stock @ ₹1,500
Buy Put @ ₹1,450 strike
Max Loss Capped at ₹70/share
Performance Across Market Scenarios
Bull Market
Nifty +20%
vs Pure Equity: ~20% (trade-off for protection)
Bear Market
Nifty -20%
vs Pure Equity: -20% (halved the downside!)
Sideways Market
Nifty ±5%
vs Pure Equity: 0-2% (generates income in flat markets)
Fund Management Team
Suraj Nanda
Head - Equity & Derivatives
PGDM Finance, B.Tech Electronics
9 years at ICICI Prudential AMC (Long-Short)
Amit Somani
Fixed Income Head
B.Com, PGDBM, CFA
13+ years at Tata AMC
Hasmukh Vishariya
Sector Analyst
Chartered Accountant
IT, Internet, Telecom & Media coverage
Liquidity & Transactions
Fees & Charges
Key Risk Factors
Short Selling Risk
Theoretically unlimited loss if prices rise sharply
Leverage Risk
Derivatives magnify both gains and losses
Liquidity Risk
Monthly redemption may limit access to funds
Complexity Risk
Sophisticated strategies require expert management
Suitable For
- HNIs seeking balanced growth with income
- Investors comfortable with derivatives
- 3-5 year investment horizon
- Portfolio diversification seekers
- Risk-conscious with ₹10L+ investable
Not Suitable For
- ✕Conservative investors seeking guaranteed returns
- ✕First-time mutual fund investors
- ✕Short-term investors (less than 3 years)
- ✕Those needing daily liquidity
- ✕Investors below ₹10L threshold
Frequently Asked Questions
Disclaimer: Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Past performance may or may not be sustained in the future. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.