The TATA Equity Plus Absolute Return Fund is a Category III AIF designed to generate long-term capital appreciation with lower volatility compared to traditional market indices. The fund uses a risk-conscious equity long-short strategy to achieve consistent returns with minimal market exposure.

The fund minimizes volatility by adopting a dual portfolio strategy with a Core Portfolio of solid long-term investments and a Derivatives Portfolio that enhances returns while managing risk. It also maintains low net equity exposure to reduce dependence on market fluctuations.

Key benefits include risk-managed returns, consistent capital appreciation, lower volatility, and a diversified investment approach with a focus on alpha generation through long-short equity strategies.

The fund is managed by Mr. Harsh Agarwal, Head of Alternative Strategies at Tata Asset Management. With over 17 years of experience in PMS and research, Mr. Agarwal played a key role in launching the fund and has a strong background in portfolio management and financial strategy.

The dual portfolio strategy consists of a Core Portfolio, which focuses on long-term, stable investments, and a Derivatives Portfolio, which offers flexibility to adapt and enhance returns based on market conditions, ensuring balanced and dynamic growth.