Structured for Resilience, Positioned for Opportunity

A research-driven, professionally managed solution built to adapt across market cycles.

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What is Apex SIF
Hybrid Long–Short Fund ?

Designed to deliver long-term growth by combining multiple return drivers with a disciplined approach.

It blends arbitrage, equity, debt, and derivative strategies to balance opportunity with risk management across market cycles, built within a SEBI-regulated framework.

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Dynamic Asset Allocation

Dynamic Asset Allocation

Options Strategies

Options Strategies

Arbitrage and Special Situations

Arbitrage and Special Situations

Fixed Income

Fixed Income

Dynamic Asset Allocation

Dynamic Asset Allocation

Options Strategies

Options Strategies

Arbitrage and Special Situations

Arbitrage and Special Situations

Fixed Income

Fixed Income

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.

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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.

How the Fund Works

Apex SIF Hybrid Long-Short

Apex SIF Hybrid Long-Short

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special-situation

Special Situations

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Directional Equity (Passive)

Investment in basket of Nifty 50 stocks

The fund would participate in IPOs, Buy Back, Open Offers as return enhancer under special situation

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fixed-income

Fixed Income

Investment would be in instruments not below AA exposure with an overall duration not exceeding 3 years

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derivative-strategy

Derivative Strategy

Arbitrage

Arbitrage

The fund would manage arbitrage portion through various derivatives strategies like Cash-Future, covered calls, etc

The fund would take exposure in stock and index options

Regulatory Details

Investment Objective

An interval investment strategy investing in arbitrage, long equity,debt, equity and debt derivatives, long-short and REITs/InvITs including limited short exposure on permitted instruments through derivatives. There is no assurance that the investment objective of the Investment strategy will be achieved.

Fund Details

Category
Hybrid Long–ShortMulti-strategy framework
Type
Interval InvestmentEquity + Debt + Derivatives
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Redemptioni
Mon & Wed
MonTueWedThuFri
Exit Load
0.50% \ 90days If redeemed ≤90 days. Nil thereafter*
Subscription
DailyAll business days
Short Exposure
Up to 25%via derivatives only
LTCG Taxationi
12.5%Post 1 year holding period

Allocation Framework

35–65%

Debt & Fixed Income

35–65%

Arbitrage + Equity

≤20%

InvITs / REITs

≤25%

Short Exposure

Why it matters?

Adapts across market cyclesBalances growth and stabilityFocuses on risk management

Meet Our Investment Team

Understand The Nuances Of Different Strategies For Smarter Portfolio Decisions

FAQ Background

Frequently Asked Questions

A hybrid long-short fund invests in equity, debt, arbitrage, and derivatives while taking both long and short positions to reduce market risk and generate stable returns.

It combines directional equity (0–40%), arbitrage, debt, and derivatives flexibility, whereas arbitrage funds are market-neutral and equity savings funds have limited directional exposure.

The fund targets low volatility with minimal negative 6-month rolling returns, supported by arbitrage and debt allocation with controlled net equity exposure.

The recommended investment horizon is more than 18 months to allow the long-short and derivatives strategies to play out across market cycles.

HNI investors seeking tax-efficient, low-volatility hybrid returns and an alternative to arbitrage or equity savings funds may consider this strategy.

Apex Hybrid Long–Short Fund

Hybrid Strategy
Hybrid long-short
Direct-Growth

Net Asset Value

Investment Horizon

Medium to Long Term

Inception Date

6th March 2026

Subscription Point

Daily

Exit Load

0.50% \ 90days

Risk Indicator

Band 1Lower Risk
Risk level
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