The investment objective of TATA Absolute Return Fund- Category III AIF is to generate absolute returns over the medium term, with reduced volatility. It largely cuts out both equity market directional risk and credit risks with the bond markets.
The investment philosophy of TATA Absolute Return Fund- Category III AIF is:
• Fixed Income(65-70% of Invested Capital) – Aims to provide steady returns and liquidity to the fund
• Cash Equities(30-35% of Invested Capital) – Large Cap biased and aims to provide long term capital appreciation
• Hedge Portfolio(50% of the gross exposure) – Aims to generate extra returns with modest volatility
The investment strategy of TATA Absolute Return Fund- Category III AIF is aimed in such a way that it:
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