ABC Home
A New Class of Investing Specialised Investment Funds
An evolved approach to investing that combines institutional expertise, flexible strategies, and disciplined risk management for long-term growth.
Distinctly Crafted Investment Approach
Apex SIF represents Aditya Birla Sun Life AMC’s foray into the SIF category, with well-crafted strategies spanning equity, hybrid, and fixed income.
Strong Governance and Risk Oversight
Enduring Legacy and Proven Expertise
Insight-Led Strategy and Execution
Difference between SIF and other investment options
| Parameters | SIF | Mutual Fund | PMS | AIF |
|---|---|---|---|---|
 Who it's for | Investors seeking advanced but tax-efficient strategies | Retail & long-term investors | HNIs wanting customised portfolios | Ultra-HNIs & institutions |
 Minimum investment | ₹10 lakh | ₹100+ (SIP/Lumpsum) | ₹50 lakh | ₹1 crore |
 Structure | Hybrid: MF + PMS/AIF traits | Pooled public instrument | Individually managed stocks | Privately pooled vehicle |
Investors seeking advanced but tax-efficient strategies
Retail & long-term investors
HNIs wanting customised portfolios
Ultra-HNIs & institutions
₹10 lakh
₹100+ (SIP/Lumpsum)
₹50 lakh
₹1 crore
Hybrid: MF + PMS/AIF traits
Pooled public instrument
Individually managed stocks
Privately pooled vehicle
Supporting Diverse Investment Goals
Diversification and growth, powered by advanced strategies and disciplined risk management.
Grow wealth with diversification, trusted management, and succession planning.
Objectives
Protect wealth from volatility- Enable Intergenerational wealth transfer
Selection Drivers
- Risk diversification
- Trusted management
- Succession-ready structures
Preserve capital and achieve steady returns with diversified, disciplined investment strategies.
Objectives
- Wealth conservation
- Steady returns
Selection Drivers
- Diversified exposure
- Proven track record
- Retirement aligned
Optimize risk-return with dynamic allocation and data-driven, rule-based investment execution.
Objectives
- Optimized risk–return
- Dynamic asset allocation
Selection Drivers
- Rule-based execution
- Analytical approach
- Professional Management
Achieve financial goals with practical planning and simple digital insights.
Objectives
- Goal fulfillment
- Pragmatic financial planning
Selection Drivers
- Guided support
- Actionable insights
- Digital convenience
Aligning Apex SIF with Your Investment Objectives
Evaluate your investment alignment. Take this SIF suitability test.
Get Insights In Minutes
No Registration Required
Designed For Smarter Investing
Welcome to the ApexVerse
Explore ideas, insights, and information to make confident investment decisions.
Top Reasons to Consider Investing in Specialised Investment Funds (SIF)
Apex Hybrid Long-Short Fund: A Multi-Strategy Approach Across Market Cycles
What are Specialised Investment Funds (SIF)?
A beginner-friendly guide explaining SIF structure, eligibility.
Presenting the new APEX SIF - Hybrid Long Short Fund by Aditya Birla Sun Life AMC Ltd
Are SIFs too Complex for First-time Investors Versus Mutual Funds?
Top Reasons to Consider Investing in Specialised Investment Funds (SIF)
Apex Hybrid Long-Short Fund: A Multi-Strategy Approach Across Market Cycles
What are Specialised Investment Funds (SIF)?
A beginner-friendly guide explaining SIF structure, eligibility.
Presenting the new APEX SIF - Hybrid Long Short Fund by Aditya Birla Sun Life AMC Ltd
Are SIFs too Complex for First-time Investors Versus Mutual Funds?
Frequently Asked Questions
A Specialised Investment Fund or SIF is a SEBI-regulated new asset class, designed for informed investors seeking advanced and differentiated investment strategies.
Investors seeking actively managed strategies beyond conventional mutual fund categories.- Those comfortable with higher complexity and derivative usage.
- Investors seeking customised investment outcomes while staying within a SEBI-regulated structure.
Explore the next evolution in investments built for tomorrow’s opportunities.
- Minimum Investment: Rs. 10 lakh aggregate investment per investor across all strategies offered by the SIF at the PAN level.
- Value-added facilities: Option of Systematic Investment Plan (‘SIP’), Systematic Withdrawal Plan (‘SWP’) and Systematic Transfer Plan (‘STP’) for investment strategies launched under the SIF, provided the minimum threshold is maintained.
- Flexible Structures: Open-ended, closed-ended, or interval-based strategies with appropriate frequency of subscription/redemption.
- Derivatives Friendly: The investment strategies under the SIF may take exposure of up to 25% of the net assets in permissible exchange traded derivative instruments, specifically for purposes other than hedging and portfolio rebalancing.
- Stringent Disclosure Norms: Regular portfolio disclosure (every alternate month), Risk-banding framework (5-level risk meter), Scenario analysis depicting expected loss due to market movements, Clear notice periods for redemption (up to 15 working days).
A SIF is an investment strategy under the Mutual Fund trust. A registered Mutual Fund may establish SIF, provided they meet the eligibility criteria under one of the following routes:
Route 1 - Sound track record
The mutual fund must have been operational for at least 3 years and should have maintained an average Assets Under Management (AUM) of no less than ₹10,000 crores immediately preceding three years.
Route 2 – Alternate route:
The AMC must appoint:
- A Chief Investment Officer (CIO) for SIF with a minimum of 10 years’ experience in fund management and an average AUM of at least ₹5,000 crores and.
- An additional Fund Manager for SIF with at least 3 years’ fund management experience and an average AUM of no less than ₹500 crores.
Specialized Investment Funds (SIFs) are categorized into Equity Oriented Investment Strategies, Debt Oriented Investment Strategies, and Hybrid Investment Strategies. Equity strategies include Equity Long-Short Fund, Equity Ex-Top 100 Long-Short Fund, and Sector Rotation Long-Short Fund. Debt strategies include Debt Long-Short Fund and Sectoral Debt Long-Short Fund, while hybrid strategies include Active Asset Allocator Long-Short Fund and Hybrid Long-Short Fund.
SIFs are suited for investors with a higher risk appetite looking to diversify beyond conventional mutual funds. These strategies often involve the use of derivatives for improved return potential and risk management.
- A minimum horizon of 2 years is suggested for short-term objectives.
- For medium-term goals, a horizon of 2 to 5 years is appropriate.
- Long-term investors should ideally stay invested for over 5 years to fully benefit from the strategy.
Ready to Get Started?
Connect with our experts to discover how SIF can add more to your portfolio
