Titanium Hybrid Long Short Fund SIF
Tata Mutual Fund’s Hybrid Long-Short Strategy for Enhanced Risk-Adjusted Returns
Benchmark: CRISIL Hybrid 50+50 – Moderate Index (TRI)
Plan: Regular Growth
NAV: ₹9.6249
0.0349 (0.36%) Abs Rtn: -3.75% XIRR: -14.36%
16-Mar-2026
Who Should Invest in Titanium Hybrid Long Short Fund SIF?
The Titanium Hybrid Long Short Fund SIF by Tata Mutual Fund is a next-generation investment strategy under the SEBI Specialized Investment Fund (SIF) framework. It combines equity, debt, arbitrage, and derivative strategies to deliver medium to long-term capital appreciation while actively managing market volatility.
This fund is suitable for investors who:
Seek medium to long-term capital growth
Want exposure to both long and short strategies
Prefer dynamic asset allocation across market cycles
Are comfortable with moderately high risk (Risk Band Level 5)
Can invest a minimum of ₹10 lakh under SIF regulations
This strategy is designed for investors looking for better risk-adjusted returns compared to traditional long-only equity funds.
Investment Objective
The investment objective of the Titanium Hybrid Long Short Fund SIF is to generate medium to long-term capital appreciation by investing in equity and equity-related instruments as well as debt and money market instruments, including limited short exposure in equity and debt through derivatives. However, there is no assurance that the investment objective will be achieved.
01.
Scheme Structure
Titanium Hybrid Long Short Fund SIF is categorized as a Hybrid Long-Short Fund under the SEBI Specialized Investment Fund (SIF) framework. It is structured as an interval investment strategy that invests in equity and debt securities, including limited short exposure in equity and debt through derivatives. The strategy is designed to dynamically adjust allocations across asset classes while maintaining regulatory compliance under SEBI guidelines.
02.
Investment & Costs
The minimum aggregate investment required in Titanium Hybrid Long Short Fund SIF is ₹10 lakh at the PAN level across all SIF strategies offered by the AMC. The fund offers daily subscription and follows an exit load structure of 1% if redeemed within one year from the date of allotment and nil thereafter. SIP investments are allowed with a minimum of ₹1,000 per installment (subject to maintaining the ₹10 lakh requirement at PAN level), and the minimum STP amount is ₹1,000.
03.
Application Details
The Titanium Hybrid Long Short Fund SIF allows subscription on all business days. Redemption is permitted once a month, specifically on the first working day of the month, as per the interval structure. The benchmark for the strategy is CRISIL Hybrid 50+50 – Moderate Index (TRI). The New Fund Offer (NFO) period was from 24 November 2025 to 8 December 2025.
04.
Fund Positioning & Risk
Titanium Hybrid Long Short Fund SIF is positioned in the moderately high risk-return category with a Risk Band Level 5, while its benchmark falls under Risk Band Level 4. The strategy maintains gross exposure at 100% of NAV, with a net equity range between –25% and 75%, and unhedged short derivative exposure capped at 25%. By actively managing long and short positions across market cycles, the fund aims to reduce volatility and enhance risk-adjusted returns.
Asset Allocation
| Instrument | Minimum Allocation | Maximum Allocation |
|---|---|---|
| Equity & Equity Related Instruments | 25% | 75% |
| Debt and Money Market Instruments | 25% | 75% |
| Short Exposure through Unhedged Derivative Positions in Equity and Debt Instruments | 0% | 25% |
Fund Risk Band
Benchmark Risk Band
For official scheme documents, visit TATA Mutual Fund website.
Investment Strategy
The Titanium Hybrid Long Short Fund SIF follows a dynamic long–short investment strategy designed to adapt across different market phases. The fund combines bottom-up equity selection with tactical derivative positions, including both long and short exposures, to capture opportunities in rising, falling, and range-bound markets. In bullish phases, the strategy increases long equity exposure to participate in growth. When markets appear overvalued or volatile, it raises hedged and unhedged short positions to manage downside risk and cushion drawdowns. In sideways markets, it actively balances long, short, and arbitrage positions to reduce volatility and generate steady returns.
The portfolio may include equity long positions, unhedged long and short derivatives, arbitrage strategies, fixed income instruments, and selective exposure to REITs and InvITs. By maintaining gross exposure at 100% and dynamically adjusting net equity within a defined range, the strategy aims to deliver enhanced risk-adjusted returns while managing overall market risk.
Disclaimer
Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision
Refer SEBI guidelines on Specialized Investment Funds.
