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Apex Equity Long-Short Fund
Aditya Birla Sun Life AMC Limited
equity_long_short
✓Low
✓ Active
✓ AI Summary
- •Focuses on fundamental, structural compounders within the Nifty 500 universe, combined with tactical short book using equity derivatives (futures and options) to hedge drawdown risks.
- •Open-ended equity SIF on Aditya Birla Sun Life AMC's Apex SIF Platform, tracking the Nifty 500 Total Return Index (TRI) as primary benchmark.
AI-generated summary of this strategy's ISID. It may contain errors; check the ISID before investing.
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Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 1
Derivatives use≤25.00%
LiquidityDaily
Suitable for investors with
₹0Cr+ surplus3+ year horizon
NAV (Today)
₹9.92
↑ 0.40%
13 Oct
Since Inception
↓ 0.80%
Aug 2026
Period Returns
1 Month-0.40%
YTD-0.80%
Fund House
Aditya Birla Sun Life AMC Limited
Category
Equity long-short
Benchmark
NIFTY 500 TRI
Plan Shown
Direct Growth
Core Idea
Equity Long Short
Investment approach
Expense Ratio
—
Regular plan TER
Risk Label
Low
Band 1
ISIN (Payout)
INF209K30099
Minimum Investment
—
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ISID key facts
Full name
Apex Equity Long-Short Fund
AMC
Aditya Birla Sun Life AMC Limited
Fund category
SIF — equity
Benchmark
NIFTY 500 TRI
Scheme opens
24 Aug 2026
Min investment
₹ 10,00,000
Exit load
1.000% if redeemed within 365 days
Assets Under Management
₹ 104 Cr
Equity allocation
65–100% in listed equities
Tax: Depends on the strategy's asset mix. Equity-oriented strategies (at least 65% in listed Indian equity): gains taxed at 20% if units are held up to 12 months, 12.5% if held longer. Strategies with more than 65% in debt: gains taxed at your income-tax slab rate, whatever the holding period. Other mixes follow different rules. See this strategy's ISID and consult a tax adviser.
Fund Managers
Mr. Harshil Suvarnkar
Fund Manager (Debt Portion)
15+years of experience
Background
- •Masters in Management Studies (Finance), Post Graduate Diploma in Securities Law & B.Com.
- •Over 15 years of experience in the financial services industry.
- •Prior to joining ABSLAMC, was associated with Indiabulls Housing Finance Limited for 10 years as Head - Markets, Treasury, handling treasury investments, Asset Liability Management (ALM), and capital market borrowing.
Mr. Manish Gupta
Fund Manager (Equity Portion)
21+years of experience
Background
- •Post Graduate Diploma in Management – IIM Indore.
- •Over 21 years of experience with deep expertise in the Indian equity market and a specialization in long-short equity strategies.
- •Prior to joining ABSLAMC, worked across global hedge funds, Indian proprietary funds, and global brokerage houses, including Millennium Singapore, Polymer Capital Hong Kong, and Kotak Securities.