Aditya Birla Sun Life AMC Launches Apex Hybrid Long-Short Fund Under the New SIF Framework
: Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has announced the launch of its first investment strategy under the newly introduced Specialized Investment Funds (SIF) category - Apex Hybrid Long-Short Fund. The New Fund Offer (NFO) will be open for subscription from 6th March 2026 to 18th March 2026.
The Apex Hybrid Long-Short Fund is structured as a differentiated investment solution for investors seeking differentiated portfolio strategies with a minimum investment of Rs 10 lakh, positioned strategically between traditional mutual funds and higher ticket offerings such as Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). Launched under the Specialized Investment Fund (SIF) framework, the strategy will combine equity, debt and derivatives to pursuit of superior risk-adjusted returns across market cycles. It employs advanced risk management by utilising a long-short approach which allows the fund to hedge downside risks and navigate volatile market dynamics more effectively than traditional long-only funds. Beyond core equities, the fund seeks to capture tactical alpha through special situations with opportunities arising from corporate actions. Furthermore, the fund is structured to provide equity-like taxation benefits for investors, where long-term capital gains for a holding period of more than 12 months are taxed at 12.5% plus applicable surcharge and cess.
Commenting on the launch, A. Balasubramanian, Managing Director & CEO, Aditya Birla Sun Life AMC Ltd., said, “With the launch of the Apex Hybrid Long-Short Fund, we are expanding our toolkit for investors who seek sophisticated wealth creation strategies. In an evolving market environment, this SIF offering allows us to use advanced derivative strategies and limited shorting to manage volatility while aiming for superior risk-adjusted returns. With the positioning being between a balanced advantage fund and equity savings scheme, it is a suitable fit for investors seeking a more flexible, risk-aware approach across market cycles, especially between retail mutual funds and private wealth products.”
