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

Synopsis Aditya Birla Sun Life Mutual Fund has launched the Apex Hybrid Long-Short Fund, the first strategy under its Specialised Investment Fund (SIF) framework. Targeted at high-net-worth investors, the fund combines equity, debt, and derivatives with a long-short approach, aiming for superior risk-adjusted returns while offering equity-like taxation benefits. 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). Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Also Read | 62% women plan to invest in crypto in next 6–12 months; Bitcoin remains top entry asset: CoinSwitch 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. Live Events 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. Also Read | Sensex slips over 7% this year. Should mutual fund investors continue SIPs or hit pause? 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. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@timesinternet.in alongwith your age, risk profile, and twitter handle. (Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.) Subscribe to The Economic Times Prime and read the ET ePaper online. ...moreless (Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.) Subscribe to The Economic Times Prime and read the ET ePaper online. ...moreless All eyes on crude, but it's something else that could trip economy AI puts India’s USD190-billion services trade surplus at a crossroads Prashant Jain’s contrarian masterstroke: From IT exit to SBI super bet Battlefields and barrels: The explosive link between war and crude Stock Radar: APL Apollo Tubes stock hits fresh record highs; breaks out from 8-quarter consolidation phase These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts 1 2 3