Specialised Investment Funds

Redefine investing with curated, high-performance portfolios tailored to your goals and risk appetite.

Apex Hybrid Long–Short Fund

Multi-asset investment strategies to deliver stable, risk-adjusted returns across varying market conditions.

Experience ApexVerse

A comprehensive investment intelligence platform integrating research, strategy, and expert insights to navigate complex and evolving investment landscapes.

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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.

Investment illustration

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.

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Strong Governance and Risk Oversight

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Enduring Legacy and Proven Expertise

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Insight-Led Strategy and Execution

Difference between SIF and other investment options

ParametersSIFMutual FundPMSAIF
Who it's forWho it's for
Investors seeking advanced but tax-efficient strategiesRetail & long-term investorsHNIs wanting customised portfoliosUltra-HNIs & institutions
Minimum investmentMinimum investment
₹10 lakh₹100+ (SIP/Lumpsum)₹50 lakh₹1 crore
StructureStructure
Hybrid: MF + PMS/AIF traitsPooled public instrumenIndividually managed stocksPrivately pooled vehicle
SIF

Investors seeking advanced but tax-efficient strategies

Mutual Fund

Retail & long-term investors

PMS

HNIs wanting customised portfolios

AIF

Ultra-HNIs & institutions

SIF

₹10 lakh

Mutual Fund

₹100+ (SIP/Lumpsum)

PMS

₹50 lakh

AIF

₹1 crore

SIF

Hybrid: MF + PMS/AIF traits

Mutual Fund

Pooled public instrumen

PMS

Individually managed stocks

AIF

Privately pooled vehicle

Explore Our Strategies

Apex Hybrid Long–Short Fund

Hybrid Strategy
Hybrid long-short

Select Plan

Direct-Growth

Net Asset Value

Investment Horizon

Medium to Long Term

Inception Date

6th March 2026

Risk Indicator

Band 1Lower Risk
Risk level

Minimum Entry Required

₹10,00,000

Subscription Point

Daily

Exit Load

0.50% \ 90days Nil thereafter

Benchmark

Band 2Low-Moderate
Risk level
Background

Why Invest in Apex
Hybrid Long–Short Fund ?

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Balanced Growth Approach

Higher arbitrage and fixed income allocation balances stability and equity growth.

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Experienced Investment Team

Managed by experts in arbitrage, derivatives, hybrid, and fixed income strategies.

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Flexible Market Exposure

Flexible strategies adjusting positions to manage market sensitivity.

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Tax Efficiency

Long-term capital gains taxed at 12.5% after one year under prevailing tax laws.

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Drawdown-Conscious Structure

Derivative strategies help manage volatility and limit downside risk.

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Balanced Growth Approach

Higher arbitrage and fixed income allocation balances stability and equity growth.

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Experienced Investment Team

Managed by experts in arbitrage, derivatives, hybrid, and fixed income strategies.

Card icon

Flexible Market Exposure

Flexible strategies adjusting positions to manage market sensitivity.

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Tax Efficiency

Long-term capital gains taxed at 12.5% after one year under prevailing tax laws.

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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.

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Dynamic Asset Allocation

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Active Management Of Overall Market Exposure

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Structured Use Of Derivatives Within Regulatory Limits

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Multiple Return Drivers Within A Regulated Structure

Apex SIF Explained

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Related Blogs And Media

Blog post icon
calendar iconJun 29, 2026
clock icon7 Min Read
Blog post icon
SIFHybrid FundsLong Short Funds
Understanding SIF Hybrid Long Short Fund
calendar iconJun 29, 2026
clock icon5 Min Read
Blog post icon
calendar iconJun 29, 2026
clock icon7 Min Read

Fund Documents & Resources

Meet Our Fund Managers

Anita Ramachandran

Independent Director

Ms. Anita Ramachandran is an Independent Director of the Company. She is a renowned Human Resource professional with deep knowledge and experience of around 40 years as a management consultant. She is also one of the first generation of women professional to become an entrepreneur and run a highly successful HR consulting and services organisation. Ms. Ramachandran began her career with AF Ferguson & Co. (the KPMG network company in India then) in 1976 as the first woman consultant of the firm. In her 19 years stint with AFF, she worked across various parts of the Country and wide range of areas from finance, industrial market research, strategy and human resource consulting. She was finally a Director of the Firm. Ms. Ramachandran founded Solvexus (Formerly known as Cerebrus Consultants) in 1995 to focus on HR advisory services, including organisation transformation. Her reputation and innovative work helped her build Solvexus (Formerly known as Cerebrus Consultants) into a firm with national presence. Ms. Ramachandran is known as an authority in reward management system in the country and her work in the compensation and rewards area is well recognised. In recent years, she has been involved in several large organisation transformation assignments. She also works with several PE firms and start -ups to mentor them through their growth journey. Ms. Ramachandran is an Independent Director on the Board of FSN E-Commerce Ventures Limited, Happiest Minds Technologies Limited, Grasim Industries Ltd, Blue Star Limited, Ultratech Cement Limited and Aragen Life Sciences Limited. She is also a Director on the Board of Godrej and Boyce Manufacturing Company Limited, Solvexus Private Limited (Formerly known as Cerebrus Consultants Private Limited) and Nykaa Foundation. Ms. Ramachandran holds a Bachelor’s degree in Commerce and a Master’s degree in Management Studies from Jamnalal Bajaj Institute of Management

Portrait of Anita Ramachandran

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.

Signing up is free. Some services may have applicable charges, which are clearly mentioned before you apply or proceed.

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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