SIFcase is a research and comparison platform. Information shown is for educational purposes only and should not be considered investment advice. Investments in securities markets are subject to market risks. Please read all official scheme documents carefully before investing. Past performance is not indicative of future results. SIFs require a minimum investment of ₹10 lakh.
This fund is suitable for investors with a high-risk appetite and a medium to long-term investment horizon (3+ years) who are seeking capital appreciation through a diversified portfolio of equities and debt. Investors should have a minimum investment capacity of INR 10 lakh and be comfortable with the volatility associated with equity markets, albeit partially mitigated by derivatives.
This fund is not suitable for risk-averse investors, those with a short investment horizon, or individuals who require immediate liquidity from their investments. Investors uncomfortable with derivative exposure or high volatility should avoid this fund.
In a bull market, the fund is expected to perform positively, driven primarily by its substantial long equity positions (65-100%). The limited short exposure via derivatives may slightly temper absolute returns compared to a pure long-only equity fund, but it will still capture the majority of the market's upside.
During bear markets, the fund aims to provide downside protection through its significant debt allocation (25-35%) and limited short exposure in equity and debt derivatives. This hedging strategy is designed to cushion the portfolio against market declines, potentially leading to lower drawdowns compared to traditional long-only equity strategies.
In sideways or range-bound markets, the fund can generate returns through active stock selection within its long equity portfolio and potentially from its derivative strategies. The debt component also provides stability, allowing the fund to navigate periods of low market directionality by seeking opportunities across asset classes.
The Titanium Hybrid Long-Short Fund operates by maintaining a primary allocation to equity and equity-related instruments (65-100%) for capital growth, complemented by a significant allocation to debt and money market instruments (25-35%) for stability and liquidity. Within its equity and debt sleeves, the fund employs derivatives to take limited short positions, aiming to hedge against market downturns and potentially enhance risk-adjusted returns by balancing long and short exposures. This hybrid approach seeks to achieve medium to long-term capital appreciation with potentially moderated volatility.
An investor familiar with mutual funds might consider this equivalent to a Balanced Advantage Fund or an Equity Savings Fund, as it combines equity and debt investments with a strategic use of derivatives for hedging and capital appreciation, aiming for more stable, risk-adjusted returns.
This fund is well-suited as a satellite allocation or an alternative sleeve within a diversified portfolio for investors looking for equity market participation but with a strategy designed to reduce overall portfolio volatility. It can serve as a complement to core equity holdings, offering a differentiated return profile through its hybrid long-short approach.
Taxed at applicable slab rate.
Taxed at 12.5% without indexation.
Taxed at applicable slab rate as ordinary income.
Based on fund category (Hybrid). Consult a tax advisor for your specific situation.