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.


Dynamic Asset Allocation

Options Strategies

Arbitrage and Special Situations

Fixed Income

Dynamic Asset Allocation

Options Strategies

Arbitrage and Special Situations

Fixed Income
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.
How the Fund Works
Apex SIF Hybrid Long-Short
Special Situations
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
Fixed Income
Investment would be in instruments not below AA exposure with an overall duration not exceeding 3 years
Derivative Strategy
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
Allocation Framework
35–65%
Debt & Fixed Income
35–65%
Arbitrage + Equity
≤20%
InvITs / REITs
≤25%
Short Exposure
Why it matters?
Fund Documents & Resources
Presentation - Apex Hybrid Long - Short Fund
- Date: Feb 20, 2026
KIM - Apex Hybrid Long-Short-Fund
- Date: Apr 01, 2026
ISID - Apex Hybrid Long-Short-Fund
- Date: Feb 20, 2026
Statement of Additional Information
- Date: Jun 30, 2026
For additional documents and disclosures, please refer to the Regulatory Resources page.
Meet Our Investment Team
Understand The Nuances Of Different Strategies For Smarter Portfolio Decisions
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
Net Asset Value
—
Investment Horizon
Medium to Long Term
Inception Date
6th March 2026
Subscription Point
Daily
Exit Load
0.50% \ 90days









