Apex – Aditya Birla Capital AMC

Fund Snapshot

Strategy Overview

Apex is structured as a hybrid long-short strategy with a multi-layered portfolio approach combining equity, debt, arbitrage, and derivatives. The design allows the fund to operate across different market environments by using multiple return drivers rather than relying on a single asset class.

The strategy invests in:

• Equity and equity-related instruments for capital appreciation
• Debt instruments for income and stability
• Arbitrage opportunities to capture pricing inefficiencies
• REITs/InvITs for yield-oriented exposure
• Derivative strategies, including limited short exposure in equity and debt

The inclusion of arbitrage and derivatives indicates a focus on risk-adjusted returns, where the fund aims to generate income and reduce volatility alongside growth.

Objective

The investment objective is to generate capital appreciation and income through a diversified hybrid portfolio.

This is achieved by:

• Allocating across equity and debt markets
• Capturing arbitrage opportunities
• Using derivatives for hedging and limited short exposure

The structure is designed to balance return generation with risk control.
There is no assurance that the investment objective will be achieved.

Fund Management

• Mr. Lovelish Solanki
• Mr. Mohit Sharma

The presence of dedicated fund managers across asset classes supports the multi-strategy nature of the portfolio.

Subscription Details

• Open on all business days
• Before 3:00 PM → Same-day NAV
• After 3:00 PM → Next business day NAV
• Minimum Investment: ₹10,000 (subject to ₹10 lakh PAN-level requirement under SIF)

Redemption Details

• Allowed on all business days
• Before 3:00 PM → Same-day NAV
• After 3:00 PM → Next business day NAV
• No lock-in
• Exit load:
  • 0.50% if redeemed within 90 days
  • Nil after 90 days
• Subject to maintaining ₹10 lakh PAN-level holding

Portfolio Construction of Aditya Birla Capital

The portfolio follows a diversified hybrid approach:

• Equity and equity-related securities
• Debt instruments
• Arbitrage opportunities
• REITs/InvITs
• Derivative strategies with limited short exposure

This combination allows the fund to:

• Participate in market upside through equities
• Generate stable income through debt and arbitrage
• Manage downside risks through derivatives

Portfolio Construction Insights

• Multi-asset allocation reduces dependence on a single return driver
• Arbitrage strategies provide relatively stable income streams
• Derivative usage supports hedging and tactical positioning
• Inclusion of REITs/InvITs adds yield diversification

Overall, Apex is positioned as a balanced hybrid strategy with an emphasis on risk-adjusted returns, suitable for investors seeking a mix of income and growth with controlled volatility.

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