New Delhi : Tata Asset Management announces the launch of Titanium Specialized Investment Fund (SIF), offered by Tata Mutual Fund, a hybrid long-short investment strategy that aims to dynamically combine equity, debt, and derivative exposures to help investors navigate multiple market phases with better risk-adjusted outcomes. The new fund offer opens on November 24, 2025, and closes on December 8, 2025. The fund is designed for investors with a higher risk, having a minimum ticket size of at least Rs 10 lakh across SIFs at the PAN level in an AMC.
Positioned within the hybrid long-short category, the fund maintains a minimum 25% allocation to equities and debt, and maximum 25% unhedged exposure to short instruments. This unique mix allows the fund to participate in market upswings through long positions in equity and derivative instruments, cushion the downside risks via short strategies & arbitrage and potentially generate returns through debt. The strategy can also invest in Real Estate Investment Trusts (REITs) & Infrastructure Investment trusts (InvITs).
By actively managing both long and short exposures, the fund seeks to deliver performance that is less dependent on market direction. The strategy leverages equity derivatives to tactically express market views, capture opportunities on both rising and falling stocks, and manage risk during volatile phases. This approach of diversifying exposure across equities, debt, and derivatives is aimed at enhancing portfolio efficiency.
Launching the fund, Anand Vardarajan, Chief Business Officer, Tata Asset Management, said, “Introduction of the SIF framework marks an important evolution in India’s investment landscape, creating room for more sophisticated yet well-regulated strategies. Our focus is to build products that serve distinct investor needs while maintaining our core philosophy of prudence and long-term wealth creation. It is the nature of markets to be volatile. We have observed that nearly 65% of the time markets have an upward trend while 35% of the times it has a sideway to downward trajectory. In this context investors seek to wait for the bull phase to probably generate portfolio returns. The introduction of SIF allows the investor to potentially benefit from downward or sideway market also with the help of hedging and using derivatives. Our Titanium SIF strategies aim to deliver on these expectations. “
Suraj Nanda, Fund Manager, Titanium SIF, added, “The Titanium Hybrid Long-Short Fund brings a differentiated investment approach that seeks to balance risk and reward through dynamic exposure management. The SIF framework enables greater flexibility in designing strategies that can adapt to market shifts. By tactically using long and short positions, the fund seeks to generate risk-adjusted returns while moderating volatility — a key advantage for investors seeking potential stability without compromising on growth potential.”
The SIF framework introduced by SEBI bridges the gap between mutual funds and AIF/PMS structures, allowing fund houses to offer innovative, flexible products under a regulated and tax-efficient environment. With a minimum investment of Rs 10 lakh across SIFs at the PAN level in an AMC, this framework caters to investors looking for differentiated strategies, combining innovation with prudent risk management.
The launch of Titanium SIF – Hybrid Long-Short Fund underscores Tata Asset Management’s commitment to building innovative, research-driven investment solutions that may help investors achieve long-term wealth creation across market cycles.
