NFO Alert: Aditya Birla Sun Life Mutual Fund launches Apex SIF’s maiden strategy with Hybrid Long-Short Fund

Aditya Birla Sun Life Mutual Fund 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 or NFO of this SIF is open for subscription and will close on March 18, 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).

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Launched under the Specialised 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, according to a press release by the fund house.

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.

“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,” said A. Balasubramanian, Managing Director and CEO, Aditya Birla Sun Life AMC.

The performance will be benchmarked against the NIFTY 50 Hybrid Composite Debt 50:50 Index and will be managed by Lovelish Solanki and Mohit Sharma.

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The subscription frequency is daily, and the redemption frequency is two times in a week, i.e. every Monday and Wednesday of the week. The type of investment strategy is an interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives.

This product is suitable for investors who are seeking to generate long term capital appreciation by investing in arbitrage, long equity, debt, equity and debt derivatives, long short and REITs/InVITs, including limited short exposure on permitted instruments through derivatives.

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