Hybrid long short strategies widen investor choices as Aditya Birla Sun Life AMC enters the SIF space

With subscriptions open from March 6 to March 18, 2026, A. Balasubramanian, Managing Director and CEO, Aditya Birla Sun Life AMC Ltd., said the Apex Hybrid Long Short Fund is positioned between traditional mutual funds and private wealth products for investors seeking a more flexible and risk aware approach.

A new route for higher ticket market participation has opened under India’s Specialized Investment Funds framework, with Aditya Birla Sun Life AMC introducing its first strategy in the category, the Apex Hybrid Long Short Fund. The New Fund Offer is open for subscription from March 6, 2026 to March 18, 2026.
The strategy is positioned for investors looking for differentiated portfolio construction with a minimum investment of Rs 10 lakh, placing it between traditional mutual funds and higher ticket offerings such as Portfolio Management Services and Alternative Investment Funds. According to the company, the fund will combine equity, debt and derivatives in an effort to pursue superior risk adjusted returns across market cycles.

The company said the structure uses a long short approach intended to manage downside risk more effectively in volatile conditions than traditional long only strategies. Alongside core equity exposure, the strategy also seeks tactical alpha through special situations and opportunities linked to corporate actions. The company further said the fund is structured to offer equity like taxation for investors, with long term capital gains on holdings of more than 12 months taxed at 12.5 percent plus applicable surcharge and cess.
A. Balasubramanian, Managing Director and 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.”

The launch comes under SEBI’s Specialized Investment Funds framework, which created a distinct category for such investment strategies and set a minimum investment threshold of Rs 10 lakh. Aditya Birla Sun Life AMC said its Apex strategy is designed as a differentiated solution that can invest across equity, debt and derivatives while also using limited short exposure within the permitted structure.
Aditya Birla Sun Life AMC said it was incorporated in 1994 and serves around 10.8 million investor folios with a presence across more than 310 locations. The company said its overall assets under management stood at Rs 4,814 billion for the quarter ended December 31, 2025 across mutual fund, portfolio management, alternative investment, offshore and real estate offerings.

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