APEX SIF powered by Aditya Birla Sun Life Mutual Fund launches Two New Equity Long Short SIFs outlining half-yearly market and SIF outlook

Chandigarh, Aug 11: 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, today presented its Half-Yearly Market and SIF Outlook, outlining its assessment of the investment landscape for the remainder of 2026, alongside the launch of two new Specialized Investment Funds (SIFs) – Apex Equity Long-Short Fund and Apex Equity Ex-Top 100 Long-Short Fund. The NFOs will be open for subscription from August 10 to August 24, 2026.

The funds are designed to offer investors with two differentiated approaches to long-short investing under the Specialized Investment Fund framework with a minimum investment of Rs 10 lakh at PAN level (subject to minimum investment threshold guidelines). Apex Equity Long Short Fund seeks to offer diversified exposure across the equity market, benchmarked to the NIFTY 500 TRI, with the flexibility to dynamically adjust net equity exposure in response to changing market conditions. Apex Equity Ex-Top 100 Long Short Fund is built on the investment premise that the next generation of market leaders is emerging beyond India’s top 100 companies by market capitalisation. Over the last five years, companies ranked 101–250 and 251–500 by market capitalisation have recorded market-cap growth of 2.76x and 3.0x respectively, compared with 1.8x for the top 100 companies. Similarly, the Nifty Midcap 150 TRI and Nifty Smallcap 250 TRI have delivered CAGR returns of 15.2% and 12.0%, respectively, compared with 11.5% for the Nifty 100 TRI over the period analysed. Together, the two strategies combine active portfolio management with disciplined risk management, enabling investors to participate in evolving market opportunities while dynamically managing portfolio exposure across market cycles.

The asset manager expects earnings and stock selection to be key drivers of equity markets, even as India remains well-positioned amid shifting global market leadership. Strong macro fundamentals continue to support the growth and earnings outlook, while domestic liquidity remains favourable with steady flows and a return of foreign investor buying. In this environment, the AMC believes that stock picking could become increasingly important relative to predicting broader macro trends.

Commenting on the market outlook and the growing relevance of SIFs, Mr. Harish Krishnan, CIO-Equity, Aditya Birla Sun Life AMC Ltd., said, “The Indian equity market continues to offer a broad and diverse opportunity set, but the nature of investing is evolving as markets become more dynamic and market cycles more pronounced. Our half-yearly outlook is constructive on India’s underlying fundamentals, with earnings and stock selection likely to play an increasingly important role in driving returns. At the same time, investors need strategies that can adapt to changing market conditions rather than remain constrained by a fixed market stance. This is where the SIF framework can play an important role, by providing greater flexibility to dynamically manage equity exposure, participate in opportunities across market segments and manage downside risks through long-short strategies. The launch of these strategies has been particularly for investors with more sophisticated portfolio requirements – whether seasoned investors, family offices or those seeking to deploy larger investment allocations through differentiated approaches within a regulated framework. Together, they offer investors differentiated portfolio construction approaches that seek to adapt across market cycles while remaining focused on long-term capital appreciation.”

Apex Equity Long-Short Fund

(An open ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments )

Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the characteristics of the investment strategy or model portfolio and the same may vary post NFO when the actual investments are made.

Apex Equity Ex-Top 100 Long-Short Fund

(An open ended investment strategy investing in equity and equity related instruments including limited short exposure in equity through derivative instruments of Ex – top 100 stocks)

Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the characteristics of the investment strategy or model portfolio and the same may vary post NFO when the actual investments are made.