Shaped for the
Future of Investing
APEX SIF by Aditya Birla Sun Life AMC Limited is crafted for investors who seek beyond the usual bringing precision, discipline, and strategic depth to investing. With differentiated strategies across asset classes, it is designed to navigate evolving markets and create enduring long-term value.

Distinctly Crafted Investment Approach
Apex SIF represents Aditya Birla Sun Life AMC’s foray into specialised investing, 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 |
|---|---|---|---|---|
| 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 instrumen | 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 instrumen
Individually managed stocks
Privately pooled vehicle
Explore Our Strategies
Why Invest in Apex
Hybrid Long–Short Fund ?
Balanced Growth Approach
Higher arbitrage and fixed income allocation balances stability and equity growth.

Experienced Investment Team
Managed by experts in arbitrage, derivatives, hybrid, and fixed income strategies.
Flexible Market Exposure
Flexible strategies adjusting positions to manage market sensitivity.
Tax Efficiency
Long-term capital gains taxed at 12.5% after one year under prevailing tax laws.
Drawdown-Conscious Structure
Derivative strategies help manage volatility and limit downside risk.
Opportunistic investing meets Prudent Risk Management
Apex SIF brings a new dimension to how investors can participate across market cycles.Because while markets trend upward over the long term, there are phases when they move sideways or even downward. Apex SIF is engineered to help investors benefit through all these environments. We invest with discipline, balance growth with prudence, and stay true to every mandate, delivering consistency you can rely on, over the long term.
Dynamic Asset Allocation
Active Management Of Overall Market Exposure
Structured Use Of Derivatives Within Regulatory Limits
Multiple Return Drivers Within A Regulated Structure
Apex SIF Explained

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Frequently Asked Questions
Short-term capital gains (held <12 months) are taxed as per the investor's individual tax slab, while long-term gains (held > 12 months) are taxed at 12.5% (without indexation) plus applicable surcharge and 4% cess. Income from IDCW is taxed in the hands of the investor at their applicable rates, with a 10% TDS for resident individuals if the income exceeds ₹10,000. For qualifying as a long-term capital asset the holding period of units should be more than 12 months as the units are listed on stock exchange.
Investor should consult their tax advisors before investing.
No. This assessment does not store or retain any personal information. Your responses are used solely to generate your result within this session.
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This tool is designed to give you a directional sense of your SIF suitability. The result is based on self-reported inputs and should be treated as a starting point, not a definitive financial assessment. We recommend speaking with an advisor before making any investment decisions.
This tool evaluates your suitability for Specialised Investment Funds based on your financial profile, investment experience, horizon, and risk appetite. Your responses are scored on a weighted model to determine your eligibility. While regulatory eligibility for SIFs is defined by a minimum investment threshold, this tool goes beyond eligibility to assess whether SIFs are the right fit for you as an investor.

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