Titanium Equity Long-Short Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
India (Republic of)Utilities9.05%
HDFC Bank LtdFinancial Services5.97%
Net Current LiabilitiesUtilities4.64%
ICICI Bank LtdFinancial Services3.91%
Mahindra & Mahindra LtdConsumers3.58%
I) RepoUtilities3.45%
Reliance Industries LtdEnergy & Infra3.08%
NTPC LtdUtilities2.77%
Bharti Airtel LtdServices2.72%
UltraTech Cement LtdCapital Goods2.16%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
HV
Hasmukh Vishariya
Lead Portfolio Manager
Mr. Hasmukh Vishariya has experience of 2 years. Manages 68 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹1,698 Cr
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Suraj Nanda
Co-Portfolio Manager
25 years
Combined Team Experience
₹ 1,698 Cr
Assets Under Management
Firm Overview
AMCTata Asset Management Pvt Ltd
Investment Professionals49+
Global Offices250 Cities
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)3.34%
Regulatory & Tax Information
INF277K30070
ISINDailyDealing Frequency
Nifty 500 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)