Alternate Funds

Investment Manager : Tata

Fund Name : TATA Equity Plus Absolute Return Fund

Inception : March 1, 2020

Category : Category III

Investment Objective :

The investment objective of TATA Equity Plus Absolute Return Fund- Category III AIF is to adopt a ‘dual’ portfolio strategy to create a Core Portfolio and a Derivatives Portfolio to generate long term capital appreciation, with lower volatility compared to NIFTY 50 index.

Investment Philosophy :

The investment philosophy of TATA Equity Plus Absolute Return Fund- Category III AIF is: Low risk equity long-short strategy managed through category III AIF platform Focus on alpha generation: Long-short portfolio diversified across many stocks Low market dependence: low net equity (i.e., all longs – all shorts) exposure Long term capital appreciation with lower volatility

Investment Strategy :

The investment strategy of TATA Equity Plus Absolute Return Fund- Category III AIF is aimed in such a way that: TATA EQUITY PLUS ABSOLUTE RETURNS FUND = INVESTMENT PORTFOLIO + HEDGE PORTFOLIO The investment portfolio is built for investing with an aim to generate alpha over Nifty 50.

Scheme Document

Coming soon