TATA Equity Plus Absolute Return Fund

• Shortens asset depletion opportunities as well as value creation opportunities.
• It appeals to all investors, including HNIs, corporate/bank treasuries, and insurance firms, due to its low volatility and decent returns.
• The investment objective of the fund is to conduct investment activities to adopt a ‘dual’ portfolio strategy to create a Core Portfolio and a Derivative Portfolio to generate long term capital appreciation, with lower volatility compared to broader equity market
• Outperform benchmark by adopting a ‘Dual’ portfolio strategy – to create a Core Portfolio and a Derivatives Portfolio
• Equity portfolios would generate long term capital appreciation aligned to equity markets, and derivatives to generate consistent returns.
• The fund combines Core Portfolio constructed of Equities (multi cap) and Fixed Income &/or Cash equivalents and Derivative Portfolio constructed mainly out of equity derivatives positions.
• The fund endeavors to outperform in bullish equity market directional sensitivity and strives to fall relatively low in bearish market phases.
• The Fund truly acts as a new asset class for investors enabling them to achieve real diversification from risk bearing asset.

A dual portfolio strategy to create a Core and a Derivative portfolio