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 Asset Management — Investor Presentation (September 2025)
28 slides from Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth's investor presentation, September 2025
Slide 1: Unlocking India's Growth Story for Global Investors
Unlocking India’s Growth Story for Global Investors Tata India Dynamic Equity Fund (IFSC - GIFT City) September 2025
Slide 2: About Tata Asset Management
About Tata Asset Management Managing a corpus of Present across 300+ Managing Money years Trusted by 2+ Lac Since (Rs Crs) 60+ Lacs Investors 100+ Branches Of combined 1994 investment experience Source: Lorem Ipsum is simply dummy text of the printing and typesetting industry. All numbers as of Apr’
Slide 3: Decades of Growth, Built on Trust
Decades of Growth, Built on Trust Numbers represent the peak Total AUM, Investor Count and fund offerings respectively 200K 60L Investors 150K 70 Offerings FY 2025 100K 40L Investors 55 Offerings 30L Investors FY 2024 50K 50 Offerings FY 2023 7L Investors 32 Offerings FY 2018 FY 1995 Source: Lorem I
Slide 4: Full-Service Fund House
Full-Service Fund House Striving to meet every investor's needs with a full spectrum of fund offerings Sectors & Themes Asset Classes Diversified Equity Liquidity Focused Sectoral Accrual Focused Equity Debt Thematic Duration Focused Market Cap Based Commodities Multi Gold Silver Commodity Source: L
Slide 5: Introduction to GIFT City IFSC
Introduction to GIFT City IFSC India’s 1st IFSC Sustainable Development Seamless Global Transactions Simplified Compliances Multi-Sector Business Hub World Class Infrastructure Attractive Tax Regime Key Benefits: Why GIFT City? • India’s first International Financial • No taxation on capital gains I
Slide 6: Why IFSC GIFT City
Why IFSC GIFT City Gateway for Unified Enables foreign Robust investor Competitive tax Deepening Opportunities 35 Mn + Indian regulatory investors to invest protection regime similar to fund in both inbound Diaspora to framework for in India-Centric frameworks other key Indian ecosystem and outbound
Slide 7: Key Considerations – Investments in GIFT
Key Considerations – Investments in GIFT Key Considerations Ability to invest in offshore and Ability to invest in Proximity to onshore •Non-Resident Unitholders - IFSC companies without mutual fund and market – Efficient Income earned is exempt. (Tax requiring Indian regulatory ETF units operations
Slide 8: Categories of Schemes at GIFT City
Categories of Schemes at GIFT City Parameters Venture Capital Schemes Restricted Schemes (Non-retail schemes) Retail Schemes Launched by FMEs Registered FME Registered FME (Retail) Pooling of monies from Pooling of monies from accredited investors Types of accredited investors or or investors invest
Slide 9: Tata Asset Management at IFSC GIFT
Tata Asset Management at IFSC GIFT Tata Asset Management Private Limited (IFSC Branch) setup as a Registered FME (Retail) in Jan 2025 Foreign Investors Securities outside India Outside India Securities in IFSC Tata Asset Management (IFSC Branch) In IFSC FPI route Securities in India Indian investors
Slide 10: Source: Lorem Ipsum is simply dummy text of the printing and typesetting industry.
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Slide 11: Our proposed product launch at GIFT
Our proposed product launch at GIFT Product Structure CORE SATELLITE TATA INDIA DYNAMIC PORTFOLIO PORTFOLIO EQUITY FUND (50 -100%) (0-50%) Retail product with a minimum ticket size of USD 500 • Sectoral & Thematic Funds, Index Funds, Indian Market Cap based ETFs Structured as an inbound feeder Funds
Slide 12: Investment Approach
Investment Approach Active Allocation Strategy Why Invest in Tata India Dynamic Equity Fund? o Dynamic portfolio rebalancing based on market trends ∙ Global investors gain access to India’s best-performing funds o Combining large, mid, and small-cap exposure for risk-adjusted ∙ Highly tax-efficient
Slide 13: Fund Details
Fund Details Fund Details Fund Benchmark Nifty 500 Base Currency USD Minimum Investment Amount USD 500 Fund Category Retail Minimum Maximum Total Classes of Units Nature Investment Amount Expense Ratio Classes of Units Class A Direct Investor USD 500 1.75% Class B Distributor/Advisor Led USD 500 2.5
Slide 14: Who Can Invest
Who can Invest Who Can invest Who Can Not invest NRIs Indian Resident Foreign Investors From nations Black listed and Grey & Individual Restricted list of FATF list of countries Non-Individual NRI and foreign investors from * All investors from FATF compliant jurisdictions Fund USA and Canada Throug
Slide 15: Investor's Guide to Fund Participation: How to Invest
Investor’s Guide to Fund Participation How to Invest? There are two ways for onboarding – Physical and Digital*. Investing Mechanism Physical Onboarding Investor can invest either Directly or through distributor empaneled with FME. Investor/Distributor needs to send the application form , KYC form a
Slide 16: Investor's Guide to Fund Participation: KYC Documentation
Investor’s Guide to Fund Participation KYC Documentation for Individuals Metric KYC Documents Proof of Identity • Passport (Any one) • National Identity Card issued by Country • Tax Id having photo • Driving License • Voter Identity card Proof of Address • Passport (any one) • National Identity Card
Slide 17: Investor's Guide to Fund Participation: Document Verification
Investor’s Guide to Fund Participation What if an investor is unable to produce original documents for verification? A Regulated Entity should obtain a copy of the OVD that is certified to be a 'true copy’ and such certification may be carried out by any one of the following: Authorized official of
Slide 18: The India Growth Story
The INDIA Growth Story Demographics | Digital | Urbanization | Formalization 18
Slide 19: India – A Unique Demographic Advantage
India – A Unique Demographic Advantage India is set to become the world’s talent and consumption engine. World’s Largest Demographic Dividend Median Age ~28 Years Rising Income & Talent Pool of the Youth Population: Window: India’s working- (vs. 39 in China, 38 in Aspirations: The shift World: India
Slide 20: Digital Transformation
Digital Transformation • India Stack: A globally admired open digital infrastructure enabling paperless, presence-less, and cashless service delivery. • Aadhaar + UPI + Digi Locker: 1.3+ billion Aadhaar The India IDs, 10 billion+ UPI transactions/month, and growing digital identity and document ecos
Slide 21: India's Urbanization Wave – A Mega Growth Driver
India’s Urbanization Wave – A Mega Growth Driver India is urbanizing at Tier 2 & 3 cities are scale: Over 42% of booming: Rising middle- India’s population will class consumption is now live in cities by 2035, up led by smaller urban from ~35% today. centres, not just metros Massive infrastructure H
Slide 22: Formalization of the Indian Economy
Formalization of the Indian Economy Unlocking Efficiency & Scale Labor market shift: Formal jobs rising via EPFO registrations, payroll-linked GST as a unifier: Massive increase in tax base: Rise of digital compliance: schemes, and gig platform India transitioned to a “One Nation, More than 1.4 cror
Slide 23: India's Economic Resilience – A Foundation for Long-Term Growth
India’s Economic Resilience – A Foundation for Long-Term Growth High Real Macro Stability Domestic Energy Security Financial Sector FX Reserves Policy Growth in a Low- Pillars : Robust Demand-Led Measures : Reforms : Twin Cushion : India’s Responsiveness : Yield World : foreign exchange Growth : Ind
Slide 24: Economic & Stock Market Growth
Economic & Stock Market Growth India is among the most stable and resilient economies in a volatile global landscape. Average CAGR since 2014 16.00 Strong Economic India’s Stock Market 14.00 Growth & Stability Outperformance 12.00 Fastest-Growing Major Economy: Sensex and Nifty have consistently 10.
Slide 25: India's Infrastructure Push vs. Developed World
India’s Infrastructure Push vs. Developed World National Highway Railways Capex Airport Expansion: Renewable Energy Digital Infra : Infrastructure Construction : Surge : ₹2.52 lakh India added 70+ Growth: India India has more Pipeline: ₹111 lakh India builds 34 km crore allocated in airports in 10 y
Slide 26: India's Manufacturing & Services – Twin Engines
India’s Manufacturing & Services – Twin Engines Distribution of the workforce Manufacturing – Services – India’s 50.00% Building Global Scale Global Growth Engine 45.00% Make in India + PLI Schemes : Top 10 Global Exporter: India ranks among 40.00% 14 sectors covered, ₹2 Lakh crore the world’s top e
Slide 27: India's Progress Across Key Global Matrices
India’s Progress Across Key Global Matrices Metric 2013 2025 Change GDP (Nominal) $1.9 trillion $4.27 trillion (2025) 2.3× Domestic GDP Ranking (Nominal) 10th 5th Top 5 Macros Foreign Exchange Reserves $275 billion $654+ billion 2.4× Real-Time Payments Share (Global) 2% 48.5% (2024) Global #1 Bank A
Slide 28: Thank You
Thank You Disclaimers: This presentation Disclaimers: is issued This presentation by Tataby is issued Asset TataManagement Asset Management PrivatePrivate Ltd., which is authorized and regulated in the conduct Ltd., which is authorized and regulated in the conduct of of investment management busines
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