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AIF Category III

Tata Asset Management

AIF Category III As on March 2026

"The trust of the Tata name — applied to India's most sophisticated market-neutral and multi-asset investment strategies."

payments AUM ₹1,55,000 Cr
calendar_today Founded 1994
folder_special Strategies 32
groups Total Clients 85,000+
update As On March 2026

About Tata Asset Management

Tata Asset Management is one of India's oldest and most trusted fund houses, established in 1994 as part of the Tata Group's financial services vertical. Managing over ₹1.55 lakh crore across mutual funds, PMS, and alternative investments, the firm brings institutional-grade investment processes underpinned by the Tata Group's governance standards and century-old brand equity.

Tata Market Neutral Fund I represents the firm's entry into the AIF Category III hedge fund space, deploying a sophisticated market-neutral strategy across India's Nifty 200 F&O universe. The strategy aims for a near-zero net beta to the market, generating returns exclusively from relative stock selection alpha through pairs trading and statistical arbitrage.

Key Attributes

  • verified_user
    SEBI Registration INP000004977
  • location_city
    Headquarters 1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra
  • groups
    Investment Team 312 Investment Professionals
  • public
    Investor Base Retail, HNIs & Institutional
  • gavel
    Products Mutual Funds; PMS; AIF Category III
  • workspace_premium
    Memberships AMFI Member since 1995
Philosophy

Investment Approach

Pure Alpha Through Beta Neutrality

Tata AMC's market neutral strategy eliminates market beta entirely — maintaining equal long and short positions so that overall market movements cancel out. Returns are generated solely from the relative performance of long positions vs short positions, providing a genuine low-correlation return stream.

Beta Neutrality

Net equity exposure maintained within ±10% of NAV at all times through continuous hedging with index and single-stock futures.

Quantitative Discipline

Systematic factor models identify pairs with statistically significant historical price relationships that have deviated beyond 2-sigma thresholds — the entry signal for pairs trades.

Risk Management

Individual pair loss limits at 0.5% of NAV, strategy-level drawdown limits at 8%, and independent risk oversight ensure disciplined position management.

Connect with Tata AMC

languageOfficial Website workLinkedIn alternate_emailTwitter / X verified_userSEBI: INP000004977

Funds Offered

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AIF Cat III · Market Neutral arrow_outward

Tata Market Neutral Fund I

Returns Sharpe 1.82
AUM ₹1,600 Cr
Tenure Open-ended
Institutional Enquiries

Invest with Tata AMC

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