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Equity markets move through changing terrain. Markets rise, decline or move sideways. Each environment presents a different mix of opportunities and risks. The Apex Equity Long-Short Fund is designed to navigate these shifts by combining a portfolio of long-term equity ideas with selective short positions through derivatives. The strategy seeks long-term capital appreciation while actively managing market exposure and portfolio volatility across market cycles.
What is Apex SIF
Equity Long-Short Fund?
The Apex Equity Long-Short Fund is an actively managed equity strategy that can invest in companies expected to perform well and take selective short positions in companies where the opportunity arises. This allows the fund to look for opportunities beyond a conventional long-only approach. The objective is to participate in long-term equity growth while managing risk more actively across market cycles.
Core Long Portfolio
Opportunistic Long Ideas
Special Situations
Selective Short Exposure
Dynamic Net Equity Exposure
Derivative Strategies
Core Long Portfolio
Opportunistic Long Ideas
Special Situations
Selective Short Exposure
Dynamic Net Equity Exposure
Derivative Strategies
Why invest in Apex
Equity Long-Short Fund?
Participate in potential equity opportunities
The fund seeks to invest in quality businesses with the potential to create value over the long term.
Benefit from greater flexibility
Unlike a traditional long-only fund, the strategy can use derivatives to take selective short positions, hedge risks.
Equity taxation benefit
Long-term capital gains (holding period > 1 year) are taxed at 12.5% plus applicable surcharge & cess
Manage downside more actively
The fund can reduce its net equity exposure when the investment team sees higher market risk.
Access specialised investment expertise
The strategy is managed by professionals with experience across equities, derivatives and long-short investing.
Participate in potential equity opportunities
The fund seeks to invest in quality businesses with the potential to create value over the long term.
Benefit from greater flexibility
Unlike a traditional long-only fund, the strategy can use derivatives to take selective short positions, hedge risks.
Equity taxation benefit
Long-term capital gains (holding period > 1 year) are taxed at 12.5% plus applicable surcharge & cess
Manage downside more actively
The fund can reduce its net equity exposure when the investment team sees higher market risk.
Access specialised investment expertise
The strategy is managed by professionals with experience across equities, derivatives and long-short investing.
How the Fund Works
Apex Equity Long-Short
Core Long
Benchmark leaders
Structural compounders
Cyclical recovery
Deep-value ideas
Opportunistic Long
Shorter-duration opportunities
Identifiable catalysts
Special Situations
Corporate actions
Select non-consensus opportunities
Regulatory Details
Investment Objective
The Investment strategy seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments, including limited short exposure through derivatives. There is no assurance that the investment objective of the Investment strategy will be achieved.
Fund Details
For more details. Request you to refer to ISID & KIM of the investment strategy.
Allocation Framework
80%–100%
Equity and equity-related instruments
0%–20%
Debt and money market instruments
0%–20%
InvIT units
Why does the Apex Equity Long-Short Fund's strategy matter?
Fund Documents & Resources
KIM - Apex Equity Long-Short Fund
- Date: Jul 22, 2026
ISID - Apex Equity Long-Short Fund
- Date: Jul 22, 2026
Presentation - Apex Equity Long-Short Fund
- Date: Aug 06, 2026
For additional documents and disclosures, please refer to the Regulatory Resources page.
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Frequently Asked Questions
An open ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments.
A traditional equity fund invests only in long positions. The APEX Equity Long-Short Fund combines long and short positions through equity derivatives, giving it greater flexibility to manage risk and navigate different market conditions.
The recommended horizon is more than three years. A longer horizon gives the long-short and derivative strategies time to work through different market cycles.
The APEX Equity Long-Short Fund may be suitable for investors, including HNIs, looking for equity exposure with a risk-aware investment strategy. Investors should assess their financial goals and risk appetite before investing.
The Fund is an actively managed equity strategy that aims to deliver long-term capital growth while managing portfolio volatility. It combines long investments with selective short positions and uses derivatives to adjust equity exposure based on changing market conditions.
Apex Equity Long-Short Fund
Net Asset Value
—
Investment Horizon
Medium to Long Term
Inception Date
-
Subscription Point
Daily
Exit Load
1%, if redeemed ≤365 days. Nil thereafter
