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TATA EQUITY PLUS ABSOLUTE
RETURNS FUND
TARGETING HIGHER RETURNS AND LOWER RISK
DUAL PORTFOLIO
Investing in two portfolios – Core and Derivatives
Equity + Derivatives returns
- The equity portfolio endeavours to outperform Nifty 50
- The derivatives portfolio aims for uncorrelated steady returns
LOWER DRAWDOWNS
Downside minimization through tactical hedging and fixed income allocation
PORTFOLIO COMPOSITION – DUAL PORTFOLIO
A) Core Portfolio = Cash equities + Fixed income
- Fixed Income: Low duration across GOI bonds, Corporates bonds and Liquid funds
- Cash Equities: Stock selection primarily driven by fundamentals with higher exposure to large caps.
- Dynamic allocation depending on macro outlook, availability of opportunities and associated risks
B) Derivatives Portfolio = Trading in futures & options
- Hedging portfolio to protect core equity allocation in uncertain times
- Long/Short Portfolio to capture tactical opportunities keeping a low net exposure profile
- Commodity trading portfolio to capture opportunities that exist across metals, bullion etc.
FUND MANAGER
Kalpesh Jain
With over 17 years of industry experience, as an investment manager, Mr. Kalpesh Jain leverages his expertise in fixed income trading, derivatives research and hedge fund management to deliver consistent risk-adjusted returns. He is actively managing fixed income portfolios, technical analysis, futures & options trading, commodities trading and navigating complex market conditions, and generating returns with low volatility.
Before Tata Asset Management, Mr. Kalpesh worked with Julius Baer India Ltd., Ambit Capital and Edelweiss Financial Services and built an in-depth understanding of Alternative Investment strategies.
Mr. Kalpesh holds a Bachelor of Management Studies from Mulund College of Commerce and a postgraduate degree in Business Administration (Finance) from Mumbai Educational Trust, Bandra.
For the full strategy presentation, please contact us.