HomeFund UniverseTitanium Equity Long-Short

Titanium Equity Long-Short

Allotted 14 May 20264 mo old
By Tata · Launched May 2026

Holds at least 80% in equity and equity-related instruments, with unhedged short exposure of up to 25% of net assets taken through derivatives — an all-cap approach with a derivative overlay.

Equity Long-Short SEBI-regulated SIF · ₹10L minimum Regular-Growth plan tracked
Minimum investment
₹10 lakh
₹1 lakh for accredited investors
SEBI norm for Specialized Investment Funds
NAV
₹10.3957
Official AMFI · Regular · 18 Sep 2026
1M Return
▼ 1.17%
Absolute · Regular
3M Return
▲ 1.61%
Absolute · Regular
6M Return
Fund under six months old
Since inception
▲ 3.96%
Since allotment, vs face value
AUM
₹276 Cr
Value Research · 21 Sep 2026
Expense Ratio
2.09%
AMFI · Regular plan · 14 Sep 2026

Daily NAV performance

Official daily NAVs from our archive of AMFI's SIF NAV feed, plotted for the plan selected. Use the buttons to change the period; the dates covered are shown under the chart. The monthly table gives each calendar month's change.

Monthly returns

Month-on-month change computed from month-end official NAVs in our archive. The first and current months are partial: they run from the earliest, or to the latest, NAV we hold.

Building from the NAV archive…

Portfolio holdings

Every line disclosed in the AMC's portfolio disclosure as of 31 May 2026, ranked by exposure. The ten largest are shaded. Portfolios are disclosed periodically, so these are the most recent published positions — not live weights.

47
Disclosed portfolio lines
64.54%
Top-10 concentration
59.47%
EQUITY & EQUITY RELATED - A) LISTED/AWAITING LISTING ON STOCK EXCHANGES - Sub Total
as printed by the AMC
59.47%
Equity & Equity Related - Total
as printed by the AMC
11.88%
C) Money Market Instruments Total
as printed by the AMC
31.15%
D) Repo
as printed by the AMC
102.50%
Portfolio Total
as printed by the AMC
-2.50%
Net Current Liabilities
as printed by the AMC
100.00%
Net Assets
as printed by the AMC
#SecuritySector / bucketSideExposure
01
D) Repo
LONG31.15%
02
TREASURY BILL 91 DAYS (20/08/2026)
IN002026X073
SOVRNLONG11.88%
03
HDFC BANK LTD.
INE040A01034
Private Sector BankLONG4.66%
04
ICICI BANK LTD.
INE090A01021
Private Sector BankLONG3.63%
05
MAHINDRA & MAHINDRA LTD.
INE101A01026
Passenger Cars & Utility VehiclesLONG2.93%
06
Net Current Liabilities
LONG-2.50%
07
INFOSYS LTD.
INE009A01021
Computers - Software & ConsultingLONG2.23%
08
OIL & NATU. GAS CO.
INE213A01029
Oil Exploration & ProductionLONG1.92%
09
HERO MOTOCORP LTD.
INE158A01026
2/3 WheelersLONG1.89%
10
BRITANNIA INDUSTRIES LTD.
INE216A01030
Packaged FoodsLONG1.75%
11
NTPC Ltd.
INE733E01010
Power GenerationLONG1.68%
12
ULTRATECH CEMENT LTD.
INE481G01011
Cement & Cement ProductsLONG1.66%
13
TATA CONSULTANCY SERVICES LTD.
INE467B01029
Computers - Software & ConsultingLONG1.63%
14
GLAXO SMITHKLINE PHARMA
INE159A01016
PharmaceuticalsLONG1.59%
15
ABBOTT INDIA LTD.
INE358A01014
PharmaceuticalsLONG1.55%
16
FDC LTD.
INE258B01022
PharmaceuticalsLONG1.46%
17
TATA MOTORS LTD
INE1TAE01010
Commercial VehiclesLONG1.46%
18
INDIAN OIL CORP LTD.
INE242A01010
Refineries & MarketingLONG1.35%
19
BHARTI AIRTEL LTD.
INE397D01024
Telecom - Cellular & Fixed line servicesLONG1.32%
20
LG ELECTRONICS INDIA LTD
INE324D01010
Household AppliancesLONG1.32%
21
SIEMENS ENERGY INDIA LIMITED
INE1NPP01017
Heavy Electrical EquipmentLONG1.30%
22
BANK OF BARODA
INE028A01039
Public Sector BankLONG1.29%
23
GUJARAT PIPAVAV PORT LTD.
INE517F01014
Port & Port servicesLONG1.29%
24
SWIGGY LTD
INE00H001014
E-Retail/ E-CommerceLONG1.24%
25
CONTAINER CORPORATION OF INDIA LTD.
INE111A01025
Logistics Solution ProviderLONG1.23%
26
PRESTIGE ESTATES PROJECTS LTD.
INE811K01011
Residential, Commercial ProjectsLONG1.19%
27
TBO TEK LTD.
INE673O01025
Tour, Travel Related ServicesLONG1.18%
28
PG ELECTROPLAST LTD.
INE457L01029
Consumer ElectronicsLONG1.16%
29
STATE BANK OF INDIA
INE062A01020
Public Sector BankLONG1.16%
30
HDFC LIFE INSURANCE CO. LTD.
INE795G01014
Life InsuranceLONG1.14%
31
TVS MOTOR COMPANY LTD.
INE494B01023
2/3 WheelersLONG1.13%
32
AWL AGRI BUSINESS LTD.
INE699H01024
Edible OilLONG1.11%
33
360 ONE WAM LTD.(ERSTWHILE IIFL WEALTH MANAGEMENT LTD)
INE466L01038
Stockbroking & AlliedLONG1.06%
34
KANSAI NEROLAC PAINTS LTD.
INE531A01024
PaintsLONG1.05%
35
SHRIRAM FINANCE LTD.
INE721A01047
Non Banking Financial Company (NBFC)LONG0.91%
36
CANARA BANK
INE476A01022
Public Sector BankLONG0.88%
37
ICICI LOMBARD GENERAL INSURANCE CO. LTD.
INE765G01017
General InsuranceLONG0.86%
38
INTERGLOBE AVIATION LTD.
INE646L01027
AirlineLONG0.85%
39
INFO EDGE (INDIA) LTD.
INE663F01032
Internet & Catalogue RetailLONG0.83%
40
MAX FINANCIAL SERVICES LTD.
INE180A01020
Life InsuranceLONG0.81%
41
LEELA PALACES HOTELS & RESORTS LIMITED
INE0AQ201015
Hotels & ResortsLONG0.80%
42
AXIS BANK LTD.
INE238A01034
Private Sector BankLONG0.62%
43
HEALTHCARE GLOBAL ENTERPRISES LTD.
INE075I01017
HospitalLONG0.61%
44
JINDAL STEEL LTD.
INE749A01030
Iron & SteelLONG0.58%
45
SAI LIFE SCIENCES LTD
INE570L01029
PharmaceuticalsLONG0.56%
46
SHREE CEMENT LTD.
INE070A01015
Cement & Cement ProductsLONG0.49%
47
BAYER CROPSCIENCE LTD.
INE462A01022
Pesticides & AgrochemicalsLONG0.12%

Showing the 10 largest positions. The full disclosed book, including the short side, is one click away.

Largest equity sectors

Aggregated from the disclosed cash-equity lines.

Private Sector Bank
8.90%
Pharmaceuticals
5.16%
Computers - Software & Consulting
3.86%
Public Sector Bank
3.33%
2/3 Wheelers
3.02%
Passenger Cars & Utility Vehicles
2.93%

Percentages are the document's own '% to NAV' column (already in percent). As of 31 May 2026 the strategy held NO derivative positions: the Derivatives (a) Index/Stock Future and (b) Index/Stock Option blocks and their Sub Totals are printed but blank, and the notes state 'Hedging positions through futures ... NIL', 'Other than Hedging positions through futures ... NIL', options NIL and interest-rate swaps NIL. There are therefore no SHORT lines, and the debt block (G-sec, NCDs) is likewise blank. Disclosure of Margins: Total Gross Margin 0. Net Assets Rs 2,078,544,029.121 (Rs 207.85 Cr). Portfolio Turnover Ratio field is blank in the source. Sleeve roll-ups: debt 0.0 because the DEBT INSTRUMENTS block (G-sec, NCDs) is printed with no lines and blank totals - the only fixed-income asset is a 91-day T-Bill sitting in the 'C) Money Market Instruments' block, so other 40.5301 = money-market 11.88 + repo 31.1529 + net current liabilities -2.5028; equity+debt+other = 100.00. Note the workbook's margin table is headed 'Disclosure of Margins as of 31st March 2026' even though the portfolio is as on 31 May 2026 - reproduced as printed, not corrected. Source workbook covers BOTH Titanium funds - equity data is on sheet 'Titanium Equity Long Short Fund'.

Normalised from the AMC's published portfolio statement. Derivative market value, notional exposure and regulatory gross exposure can be measured on different bases, so the AMC's own statement remains controlling. Holdings are historical and change without notice — this is not a recommendation to buy or sell any security.

How the fund actually invests

Titanium Equity Long-Short Fund is Tata Asset Management's equity long-short strategy under its Titanium SIF brand, allotted on 14 May 2026, benchmarked to the Nifty 500 Total Return Index and carrying the highest SIF risk band (Level 5).

An open-ended equity long-short strategy with daily liquidity on both legs. The KIM describes it as "An open-ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments", with the stated investment objective: "To generate medium to long term capital appreciation by investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments. However, there is no assurance that the investment objective of the Investment strategy will be achieved." Investment Strategy Code: TSIF/O/E/ELSF/26/02/0002/TATA. Both subscription frequency and redemption frequency are stated as "Daily (All business days)". Source: https://www.tatamutualfund.com/system/files/2026-04/Titanium%20Equity%20Long-Short%20Fund-KIM.pdf

Equity is the dominant sleeve at 80-100%, with the short book capped at 25%. The KIM asset-allocation table gives, as a percentage of investible funds: Equity and equity related instruments 80% minimum to 100% maximum; Short exposure through unhedged derivative position in equity and equity related instruments 0% to 25%; Debt and money market instruments including fixed income derivatives 0% to 20%; and Units issued by InvITs 0% to 20%. The AMFI Investment Strategy Summary Document states the same bands and records the last line as "REITs & InvITs 0 -20". Sources: https://www.tatamutualfund.com/system/files/2026-04/Titanium%20Equity%20Long-Short%20Fund-KIM.pdf ; https://portal.amfiindia.com/spages/SSD_S-17.pdf

Three fund managers are named, including a dedicated overseas-investment manager. The KIM lists under "NAME OF THE FUND MANAGER": "Suraj Nanda Amit Somani Hasmukh Devji Vishariya (Managing since not applicable as the strategy is new)". The AMFI Investment Strategy Summary Document classifies all three as Primary, with Hasmukh Devji Vishariya designated "Primary (Overseaes Investment)" [sic], each with a from-date of 27/04/2026. Sources: https://www.tatamutualfund.com/system/files/2026-04/Titanium%20Equity%20Long-Short%20Fund-KIM.pdf ; https://portal.amfiindia.com/spages/SSD_S-17.pdf

A Rs 10 lakh entry ticket but a comparatively low Rs 1,000 top-up. The KIM's minimum application table specifies, both during the NFO and on a continuous basis, "Rs. 10,00,000/- and in multiples of Re. 1/-thereafter (considering all investment strategies of Titanium SIF)", with minimum additional purchase of Rs 1,000 and in multiples of Re 1, and minimum redemption/repurchase of Rs 500 and in multiples of Re 1. The PAN-level minimum investment threshold across all Titanium SIF strategies is INR 10 lakh. The KIM also records: "At present there is no notice period" for redemption. Source: https://www.tatamutualfund.com/system/files/2026-04/Titanium%20Equity%20Long-Short%20Fund-KIM.pdf

Allotment was on 14 May 2026, carrying the top risk band. The AMFI Investment Strategy Summary Document records NFO Open Date 27-Apr-26, NFO Close date 11-May-26, Allotment Date 14-May-26 and Reopen Date 20-May-26, and states the risk band as "Risk Level 5 (Band Range 1-5, 5 been highest risk)" both at the time of launch and as on date. Note that the Tata SIF fund page displays an "Inception Date" of 27-04-2026, which is the NFO open date rather than the allotment date. Sources: https://portal.amfiindia.com/spages/SSD_S-17.pdf ; https://www.tatamutualfund.com/titanium-sif/titanium-equity-long-short-fund

Fund mechanics

Benchmark
Nifty 500 Total Return Index (TRI) (Tier 1; Tier 2 benchmark: Not Applicable)
Asset allocation
Equity and equity related instruments 80%-100% of investible funds; Short exposure through unhedged derivative position in equity and equity related instruments 0%-25%; Debt and money market instruments including fixed income derivatives 0%-20%; Units issued by InvITs 0%-20%
Unhedged short cap
Short exposure through unhedged derivative position in equity and equity related instruments: 0% minimum to 25% maximum of investible funds (a distinct line item in the KIM asset-allocation table)
Exit load
Redemption/Switch-out on or before expiry of 1 month from the date of allotment: 1%. Redemption/Switch-out after expiry of 1 month from the date of allotment: Nil. Exit load is not charged on switch/systematic transfer from Regular plan to Direct plan of the same investment strategy
Minimum investment
During NFO and on continuous basis: Rs 10,00,000 and in multiples of Re 1 thereafter (considering all investment strategies of Titanium SIF). Minimum additional purchase: Rs 1,000 and in multiples of Re 1. Minimum redemption/repurchase: Rs 500 and in multiples of Re 1. PAN-level minimum investment threshold across all Titanium SIF strategies: INR 10 lakh
Subscription/redemption
Subscription frequency: Daily (all business days). Redemption frequency: Daily (all business days). Not an interval strategy. Cut-off 3 p.m. for both purchase and redemption/switch-out. Notice period: "At present there is no notice period", though the AMC may implement one
Plans & options
Regular Plan (applications routed through distributors) and Direct Plan (applications not routed through distributors). Options under each: Growth, and Income Distribution cum Withdrawal Option (IDCW) with Payout and Reinvestment sub-options. Default option: Growth. Default sub-option: IDCW - Reinvestment
Date of allotment
14 May 2026. NFO opened 27 April 2026 and closed 11 May 2026; the investment strategy re-opened on 20 May 2026
Risk band
Risk Level 5 on the SIF risk-band scale of 1-5 (5 being highest risk), both at the time of launch and as on date, per the AMFI Investment Strategy Summary Document; the KIM's NFO product labelling also shows "Risk Band Level 5"

Sources: Tata Mutual Fund (Titanium SIF) - Key Information Memorandum, Titanium Equity Long-Short Fund, dated 9 April 2026 · AMFI - Investment Strategy Summary Document, Titanium Equity Long-Short Fund · Tata Mutual Fund - Titanium Equity Long-Short Fund page. Scheme facts are as disclosed by the AMC at the time of writing; fund managers, load structures and allocation bands can change — always read the current SID/KIM before investing.

Documents & source files

Everything on this page traces back to a document Tata published. Here they are, so you can read the primary source yourself rather than take our word for it.

When new documents appear. AMCs publish the previous month's factsheet and portfolio disclosure in the first week or so of each month — so from around the 8th you can generally expect the prior month-end file. Our desk re-checks every AMC on that cycle and updates the holdings and figures on this page. Links point to the AMC's own site, so you always land on their current file, not a stale copy of ours.

Every Equity Long-Short SIF we track

All Equity Long-Short funds we track, with their latest NAV, trailing returns, size and risk level. This fund is highlighted. Click a column heading to sort the table; the # column then shows each fund's position on that column. It is arithmetic on the period you chose, not a rating or a recommendation. Most SIFs are young, so check each fund's age before comparing. Open any fund's page from its name, or use the compare tool for a side-by-side view.

#NAV
Loading live data…

“—” means the fund is too young for that period or the figure isn't disclosed yet. Default order: 3-month return. NAV and returns follow the plan selected above (Growth option); AUM and risk level from Value Research.

What an Equity Long-Short SIF actually does

Holds at least 80% in equity and equity-related instruments, with unhedged short exposure of up to 25% of net assets taken through derivatives — an all-cap approach with a derivative overlay.

Every Specialized Investment Fund sits between mutual funds and PMS: a ₹10 lakh minimum (aggregated per PAN per AMC), SEBI's Chapter VI-C framework, and mutual-fund-grade taxation — equity-oriented strategies attract 12.5% LTCG after 12 months. Learn the mechanics on our What is a SIF page, or read the August 2026 Coverage Report.

On sourcing. The scheme facts on this page are taken from the AMC's own Scheme Information Document, Investment Strategy Information Document and Key Information Memorandum, with the source linked above. The live NAV comes from AMFI; AUM and risk level from Value Research; the expense ratio from AMFI. Where a detail is not disclosed by the AMC we say so rather than estimate it — we never guess a number.

Questions about this fund?

SIFs carry a ₹10 lakh minimum and real derivative risk. Talk to a Trustner relationship manager — 20 minutes, no fee, no obligation. We are an AMFI-registered distributor (ARN-286886); we do not provide personalised investment advice.

Book a call → Compare with other SIFs Back to all 33 SIFs
Who runs the money

The management team

The people named as designated fund managers in the scheme's official disclosures. Fund managers can change over the life of a scheme — verify against the current KIM before investing.

SN
Suraj Nanda
Fund Manager - Primary, from 27 April 2026. Named in the KIM under "NAME OF THE FUND MANAGER"; type and from-date per the AMFI Investment Strategy Summary Document.
AS
Amit Somani
Fund Manager - Primary, from 27 April 2026. Named in the KIM under "NAME OF THE FUND MANAGER"; type and from-date per the AMFI Investment Strategy Summary Document.
HD
Hasmukh Devji Vishariya
Fund Manager - Primary (Overseas Investment), from 27 April 2026. Named in the KIM under "NAME OF THE FUND MANAGER"; type and from-date per the AMFI Investment Strategy Summary Document.
Trustner relationship manager
Talk to us 1:1 about how Titanium Equity Long-Short works, its terms and the paperwork. 20 minutes. No fee.
Book a call →