Join Our Thriving Community

Absolute Return Fund - Tata Asset Management Ltd

Absolute Return Fund  Logo

Absolute Return Fund - Tata Asset Management Ltd

Benchmark

NIFTY 50

Inception Date

Apr 2019

Min. Investment

10000000

AUM (Cr.)

UNDISC

Investment Performance

Investment Details

To make positive return on FY basis, irrespective of market condition. The Fund cuts out both equity market directional risk associated with the market. 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.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of StocksNo Option
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age5 Yrs, 10 Months
SIPAvailable
STPAvailable

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception8.05%NA
1 Month0.04%NA
1 Year8.23%NA
2 Year8.27%NA
3 Months1.02%NA
3 Year9.39%NA
5 Year7.12%NA
6 Months3.78%NA
WhatsAppContact Us