About Company
Aditya Birla Sun Life AMC Limited
The authority behind Portfolio Management Services is Aditya Birla Sun Life AMC Limited. Aditya Birla Sun Life AMC Limited has a section called Portfolio Management Service. Aditya Birla Sun Life AMC Limited (ABSLAMC) is a joint venture between the Aditya Birla Group, a well-known Indian conglomerate, and Sun Life Financial Inc., a significant worldwide financial services firm based in Canada that was established in 1994.
Fund Snapshot
| Category | Hybrid Long-Short Fund |
|---|---|
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Subscription | Daily (Business Days) |
| Type | Interval Strategy |
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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A. Balasubramanian
A. Balasubramanian is the Managing Director and CEO of Aditya Birla Sun Life AMC Limited, a position he has held since 2009. Having joined the organization in 1994, he previously served as Chief Investment Officer and has over three decades of industry experience. Under his stewardship, the firm has grown to oversee assets exceeding ₹4 lakh crores. A respected industry veteran, he has served multiple terms as Chairman of AMFI and holds several advisory roles with SEBI and NISM. An alumnus of IIM Bangalore and Harvard Business School, his leadership continues to shape India's evolving investment and alternate asset landscape.
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Apex follows a hybrid long-short strategy that combines equities, debt instruments, arbitrage opportunities, REITs/InvITs, and derivatives. This diversified approach aims to generate returns from multiple sources while managing portfolio risk across different market conditions.
The fund seeks capital appreciation through equity investments while using debt, arbitrage strategies, and derivative-based hedging to reduce volatility and provide income stability. This multi-layered structure helps create a more balanced risk-return profile.
The portfolio includes equity and equity-related securities, debt instruments, arbitrage positions, REITs/InvITs, and derivative strategies with limited short exposure. This broad allocation helps diversify sources of return and risk.
Investors can subscribe to or redeem units on any business day. Transactions submitted before 3:00 PM receive the same day's NAV, while those submitted after 3:00 PM are processed at the next business day's NAV.
There is no lock-in period. However, an exit load of 0.50% applies if investments are redeemed within 90 days. Redemptions made after 90 days do not attract any exit load, subject to applicable investment requirements.