Tata Asset Management launches Titanium SIF Hybrid Long-Short Fund: 10 things you should know

Tata Asset Management announces the launch of Titanium Specialised 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.

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. 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."

Titanium SIF: 10 things to know

1. The new fund offer opens on November 24, 2025, and closes on December 8, 2025.

2. The fund is designed for investors with a higher risk, having a minimum ticket size of at least ₹10 lakh across SIFs at the PAN level in an AMC.

3. The fund maintains a minimum 25% allocation to equities and debt, and a maximum 25% unhedged exposure to short instruments.

4. 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.

5. The strategy can also invest in Real Estate Investment Trusts (REITs) & Infrastructure Investment trusts (InvITs).

6. By actively managing both long and short exposures, the fund seeks to deliver performance that is less dependent on market direction.

7. The strategy leverages equity derivatives to tactically express market views, capture opportunities on both rising and falling stocks, and manage risk during volatile phases.

8. This approach of diversifying exposure across equities, debt, and derivatives is aimed at enhancing portfolio efficiency.

9. 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.

10. With a minimum investment of ₹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.

Established in 1994, Tata Asset Management Private Limited is the investment manager for Tata Mutual Fund. It is one of the oldest mutual funds in India with a unique folio base of over 68 lakhs (latest available as on 31st October 2025).