TATA Absolute Return Fund- Category III AIF


Key Portfolio Attributes

Mr. Harsh Agarwal

Fund Category: Category III AIF

Structure: Open Ended

Fund Manager's Name: Mr Harsh Agarwal

Fund Manager's Experience: 17+ years of experience in PMS & Research. He joined Tata Asset Management in November 2018 as Head of Alternative Strategies and started the Alternatives business with Tata Absolute Return Fund in April 2019.

Fund Manager's Qualification: MBA from Symbiosis, Pune. He has also done courses in Certified Portfolio Manager and Certified Treasury Manager from The Institute of Chartered Financial Analysts of India University.

Investment Objective

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.

Investment Philosophy

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

Investment Strategy

The investment strategy of TATA Absolute Return Fund- Category III AIF is aimed in such a way that it:

  • Largely cuts out both equity market directional risk and credit risks associated with the bond markets
  • Strives to reduce volatility and drawdowns through right asset combinations- Equity, Fixed Income, and a Hedge portfolio, all combined in a way that smoothens the returns, and at the same time captures best available opportunities in equities and fixed income


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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