Titanium Hybrid Long-Short Fund
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated resilient benchmark-relative behavior, outperforming in 1 out of the last 11 years, suggesting a robust investment process capable of delivering consistent outcomes across market cycles.
Balanced Allocation
With a strategic allocation of 57.10% equity and 29.64% bonds, the fund's construction reflects a moderate risk profile, well-positioned to participate in upside while providing downside protection through fixed income exposure.
Cyclical Tailwinds
The fund's overweight positioning in cyclical sectors like industrials, consumer discretionary, and financials could benefit from potential catalysts such as rising capex, earnings revisions, and accommodative policy, supporting the macro thesis.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Detailed Risks
Market Risk
Potential recession in India could dampen consumer demand, impacting fund's cyclical holdings.
Liquidity Risk
High mid-cap exposure could face liquidity stress during volatility spikes.
Concentration Risk
Concentrated large-cap tech holdings face regulatory scrutiny, pricing pressures.
Specific Strategy Risk
Long-short strategy execution risks from earnings misses, competitive threats.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers dynamic exposure across market caps and sectors, allowing nimble rotation toward the best opportunities. This hybrid long-short approach aims to capture upside while mitigating downside through tactical hedging, translating into smoother returns with lower volatility.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Amit Somani
Mr. Amit Somani has experience of 22 years. Manages 83 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹165 Cr Holds a PGDBM degree.
28 years
Combined Team Experience
₹ 1,863 Cr
Assets Under Management
Suraj Nanda
Co-Portfolio ManagerHasmukh Vishariya
Co-Portfolio ManagerMr. Hasmukh Vishariya has experience of 1 years. Manages 62 funds at Tata Asset Management Pvt Ltd with an AUM of approximately ₹1,698 Cr
CW Expert Take
Titanium AMC applies a hybrid long-short strategy to navigate market cycles. Their investment philosophy combines fundamental research with quantitative models to identify mispriced opportunities across asset classes. The fund house maintains disciplined risk management frameworks while actively adjusting equity and debt exposures. Titanium leverages specialized teams focused on sector rotation, credit analysis, and derivatives positioning.
Investment Philosophy & Approach
Disciplined Approach
The fund house follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is an integral part of the investment process.
Long-Term Perspective
The fund house maintains a long-term perspective in capital allocation decisions.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)