Apex
Aditya Birla Sun Life Mutual FundSEBI-registered AMCAbout Apex
Apex SIF is Aditya Birla Sun Life AMC's platform for Specialised Investment Funds, offering investors innovative solutions across equity, hybrid and fixed income categories. Backed by the Aditya Birla Group, it draws on over three decades of investment management experience, blending fundamental research, quantitative rigour, and disciplined portfolio construction. Its flagship product, the Apex Hybrid Long-Short Fund, is an interval strategy that maintains 35–65% allocation each in equity and debt, with up to 20% in InvITs, enhanced by derivative exposure up to 100% and unhedged short positions capped at 25%. Like other SIFs, it requires a minimum investment of ₹10 lakh, targeting sophisticated investors seeking risk-adjusted returns.
Funds Available
Apex Hybrid Long-Short Fund
NAV HISTORY · SOURCE: AMFI
News & Insights
After Hybrid Debut, Aditya Birla Sun Life Signals Next Steps for Apex SIF Platform
Aditya Birla Sun Life AMC's Apex Hybrid Long-Short Fund, launched two months ago, faces increased competition. Distributors and investors watch for potential equity-oriented SIF launches, performance data, and subscription trends as the broader SIF category expands. The AMC's scale and experience may prove advantageous.
Apex Hybrid Long-Short Fund NFO Closes: What the Launch Signals for ABSL's SIF Ambitions
Aditya Birla Sun Life's Apex Hybrid Long-Short Fund concluded its NFO, entering India's competitive Specialised Investment Fund market. This launch marks ABSL AMC's debut under its Apex SIF platform, signaling its long-term commitment to a segment where product differentiation and fund manager track records will be crucial for market share.
Apex Hybrid Long-Short Fund NFO Opens: Aditya Birla Sun Life's First SIF Hits the Market
Aditya Birla Sun Life Mutual Fund launched its Apex Hybrid Long-Short Fund NFO, marking its first Specialised Investment Fund (SIF). This new offering combines equity, debt, and derivatives in a long-short structure to manage volatility and pursue tactical opportunities. The launch is crucial for the emerging SIF category.
Apex SIF's Maiden Offering Set to Launch: Hybrid Long-Short Fund Filed for NFO
Aditya Birla Sun Life AMC files Apex Hybrid Long-Short Fund, its first Specialised Investment Fund. The interval fund requires ₹10 lakh minimum, uses arbitrage and derivatives for returns, and offers equity-like taxation. It targets HNI investors seeking sophisticated strategies.
Aditya Birla Sun Life AMC Confirms Entry into the SIF Space with New "Apex" Brand
Aditya Birla Sun Life AMC has launched "Apex SIF," a new brand for India's Specialised Investment Fund category. This move by a major asset manager signifies growing credibility and distribution for SIFs, offering investors more flexible, higher-ticket strategies beyond traditional mutual funds.
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Content issued by Aureva Capital Private Limited for general information and educational purposes only. It does not constitute financial, tax, legal, or investment advice. Investments in SIFs involve capital risk. Please read all scheme documents carefully. Past performance is not indicative of future results. Read full disclaimer →