Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth · BSE:TSIFRG
Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth — Tata Balanced Advantage Fund — Investor Presentation (December 2021)
13 slides from Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth's investor presentation, December 2021
Slide 1: This product is suitable for investors who are seeking
This product is suitable for investors who are seeking*: * Capital Appreciation along with generation of income over medium to long term period. * Predominantinv indebt and mon uity and equity related instruments as well as market instruments. * Investors should consult their financial advisors if i
Slide 2: Volatility in Equity and Debt Markets
VOLATILITY IN EQUITY AND DEBT MARKETS 1 year Returns of Debt and Equity 120% 80% 40% 0% -40% -80% '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18 '19 '20 CRISIL Composite Bond Fund Index Nifty 50 Equity Debt The returns have been consistent throughout, Capital Appreciation in equitie
Slide 3: Dynamic Asset Allocation
DYNAMIC ASSET ALLOCATION Calendar CRISIL Liquid Fund CRISIL Composite Nifty 50 TRI Top Performer WHY DYNAMIC ASSET Year Index * Bond Fund Index ALLOCATION? Dynamic asset allocation allows to 2008 -51.3% 8.4% 9.1% Debt switch between asset classes Higher Equity 2009 77.6% 4.9% 3.5% Equity depending o
Slide 4: The Best of Both Worlds
THE BEST OF BOTH WORLDS Debt Funds Cons Pros Balanced Advantage Funds Inefficient Taxation Low Volatility Losing out on gains Low Risk Efficient Taxation Capital Appreciation Low Volatility Equity Funds Low Risk Cons Pros High volatility Capital Appreciation High Risk Efficient Taxation
Slide 5: Tata Balanced Advantage Fund
TATA BALANCED ADVANTAGE FUND Hedged Reits & Equity Equity/ Debt Invits Arbitrage WHY TATA BALANCED ADVANTAGE FUND? Tata Balanced Advantage Fund seeks capital appreciation opportunities and income distribution through investments in a mix of Equity, Arbitrage and Debt portfolios. The goal is to manoe
Slide 6: Balanced Advantage Funds – Arriving at Equity Allocations
BALANCED ADVANTAGE FUNDs – ARRIVING AT EQUITY ALLOCATIONS HOW DOES THE CURRENT MODEL WORK? INDICATIVE ALLOCATION TO UNHEDGED EQUITY On the basis of forward and trailing PE valuations the equity PE Band (12 months Avg. of Trailing and Forward allocations are arrived at. These allocations are then sub
Slide 7: Tata Balanced Advantage Fund - Equity Allocations
TATA BALANCED ADVANTAGE FUND - EQUITY ALLOCATIONS MARKET SCENARIOS AND CHANGE IN EQUITY ALLOCATIONS 70 20000 If a majority of macro factors 65 18000 are positive, equity allocations are increased 64 16000 60 61 14000 Equity Allocation 58 55 12000 Nifty 50 53 50 10000 50 49 48 48 48 48 49 49 48 48 49
Slide 8: Equity Allocations Rationale
EQUITY ALLOCATIONS RATIONALE Mar-20 Apr-20 May-20 Nov-21 PE was slow in increasing equity allocations while the Overlaying of Technical/Momentum factors was slow in bringing down market corrected equity exposures while the markets are rising •Markets correcting •Equity allocation •Trailing & Forward
Slide 9: Navigating Bulls & Bears
NAVIGATING BULLS & BEARS Fund Movement compared to Nifty 50 Market Rally 16th Feb'21 to 30th Nov'21 Average PE suggests low Equity 29th Jan'21 to 16th Feb'21 Allocation, Momentum indicators have helped maintain higher levels 30th Oct'20 to 21st Jan'21 The fund is able to capture upside 24th Sep'20 t
Slide 10: Market Impact
MARKET IMPACT MARKET SCENARIOS Market Rally Market Correction Range Bound Market •Markets continue to Rally on recovery hope •Market corrects In a rangebound market, our •Slight risk of •We are well positioned and performance from hereon will underperformance will see smaller drawdown reflect the st
Slide 11: Sector Views
SECTOR VIEWS Financial Services: Uncertainties on growth and NPA cycle post moratorium have reduced significantly leading us to reduce the extent of Underweight on the sector. In addition, the recovery potential can provide greater upside in the larger NBFCs and mid-sized banks Information Technolog
Slide 12: Fund Facts
FUND FACTS Scheme Name TATA BALANCED ADVANTAGE FUND The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity Investment Objective derivatives strategies, arbitrage opportunities and pure equity investments. However, there is n
Slide 13: Mutual Fund Investments are subject to market risks
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
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