Portfolio disclosure for this fund is expected around October 2026 (typically 45-60 days after the first month-end following the fund's launch). AND Fintech will publish holdings here as soon as the AMC's first monthly disclosure is available.
About the Fund
Apex Equity Long-Short Fund
Aditya Birla SL MF
Equity Long-Short
A
Nifty 500 TRI
Manish Gupta & Harshil Suvarnkar
2.1
1% Till 1 Year
N/A
₹10 Lakhs
Equity 80-100% + short overlay 0-25% + InvITs 0-20%
Frequently Asked Questions
Common questions about Apex Equity Long-Short Fund
What is Apex Equity Long-Short Fund?
Apex Equity Long-Short Fund is a Equity Long-Short Specialised Investment Fund (SIF) managed by Aditya Birla SL MF. SIFs are SEBI-regulated investment products with a minimum investment of Rs 10 Lakhs, designed for HNI investors who want strategies that go beyond traditional mutual funds.
What is the investment strategy of Apex Equity Long-Short Fund?
Equity 80-100% + short overlay 0-25% + InvITs 0-20% The fund is benchmarked against Nifty 500 TRI.
What kind of companies does Apex Equity Long-Short Fund invest in?
The fund invests primarily in Indian listed equities across sectors including banking, financial services, IT, autos, consumer goods and industrials. The exact top holdings and sector allocation are shown in the holdings section on this page and are updated monthly based on the AMC's public disclosures.
Is Apex Equity Long-Short Fund equity-oriented for tax purposes?
This fund is classified as Tax A. Group A means the fund maintains gross equity exposure of 65% or more, so short-term capital gains (held under 12 months) are taxed at 20% flat and long-term capital gains are taxed at 12.5%.
Who manages Apex Equity Long-Short Fund?
The fund is managed by Manish Gupta & Harshil Suvarnkar. Fund manager information is subject to change and is disclosed in the scheme documents.
What is the exit load on Apex Equity Long-Short Fund?
The exit load on this fund is: 1% Till 1 Year. Exit loads vary by SIF and may be updated by the AMC through SID amendments.
What is the redemption frequency of Apex Equity Long-Short Fund?
The redemption frequency for this fund is: Please check the SID. Some Hybrid L/S SIFs are structured as interval funds with limited redemption windows, while Equity L/S SIFs are typically open-ended with daily liquidity.
How does Apex Equity Long-Short Fund compare to other Equity Long-Short SIFs?
You can compare Apex Equity L/S side-by-side with other Equity Long-Short SIFs on AND Fintech's SIF Compare tool at andfintech.in/sif-compare. The tool shows NAV, returns, TER, tax group, exit load and portfolio-level metrics across up to 3 funds at once.
Portfolio data is compiled from public monthly disclosures and is for informational purposes only, not investment advice.
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