SIF comparison
Compare any SIF with any other SIF.
Every tracked Specialized Investment Fund remains selectable. Compare mandate, risk-band, liquidity, costs, NAV context, and source evidence across the same strategy or across entirely different categories.
Up to 4 side by side
No pairing restrictions
Cross-category comparison is useful for understanding portfolio role, access, and risk. It is not a like-for-like return ranking; verify the official benchmark and scheme documents before drawing conclusions.
All-SIF selector
Choose any 2 to 4 SIFs
Every tracked SIF is available. Select schemes from the same AMC, the same strategy, or entirely different categories.
27 available / 1 selected
Add one more SIF to make this a useful side-by-side comparison.
Current compare set
1/4 selected
Apex Hybrid Long-Short FundAdd 3 more
Comparison context
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Every tracked SIF remains available for the second selection.
Choose any scheme. The page will explain whether the result is a closer mandate comparison or a broader cross-category review.
Key differences
What changes your review
Scan these first. They show where the shortlist actually differs.
Category
All selected: Hybrid / Multi-Asset.
Strategy
Similar strategy: Hybrid Long-Short.
AMC
Single AMC; focus on strategy and access terms.
NAV freshness
Consistent: Daily NAV.
Evidence and access
Broadly similar; focus on mandate fit.
Investor fact readiness
Compare the facts that decide whether a SIF is reviewable.
This table uses the same answer-first fact sheet as each profile. Values appear only when approved for public promotion; otherwise the status tells you whether extraction, source review, or proof is still pending.
Answers shown
8/10
Extraction pending
1
High-priority open
0
| Investor fact | Apex Hybrid Long-Short Fund Aditya Birla Sun Life Mutual Fund |
|---|---|
| Risk-band | Risk Band Level 1 Official disclosure as of 31 Mar 2026 Answer readyProof: Apex Risk-band change notice |
| Minimum investment | Rs. 10 lakh minimum SIF threshold; verify accredited investor terms in latest documents Answer readyProof: Investment Strategy Information Document |
| Liquidity / exit terms | Interval strategy with subscription/redemption terms described in official Apex documents; verify latest transaction rules before action Answer readyProof: Investment Strategy Information Document |
| Fund manager / team | Fund management team: Mr. Lovelish Solanki (primary), Mr. Mohit Sharma (co-manager), and Mr. Rohit Karan (co-manager). Answer readyProof: Official AMFI Apex Hybrid Long-Short strategy summary |
| AUM | AUM as on 31-Mar-2026: Rs. 53.25 crore; Average AUM for March 2026: Rs. 4.19 crore. Answer readyProof: Official Apex March 2026 AUM/AAUM disclosure |
| TER / costs | Actual Expense: Regular 1.45%; Direct 0.43%. Answer readyProof: Official AMFI Apex Hybrid Long-Short strategy summary |
| Exit load / dealing rules | Exit load: 0.50% for redemption/switch-out on or before 90 days from allotment; nil after 90 days. Answer readyProof: Official AMFI Apex Hybrid Long-Short strategy summary |
| Benchmark | Not captured yet Source readyProof: Monthly factsheet |
| Portfolio snapshot | Not captured yet Needs source reviewProof: Portfolio disclosure |
SIF attributes
Side-by-side SIF attributes
| Attribute | Apex Hybrid Long-Short Fund Aditya Birla Sun Life Mutual Fund |
|---|---|
| Research context | Flexible allocation research |
| Review carefully if | liquidity or tax fit is unclear |
| AMC | Aditya Birla Sun Life Mutual Fund |
| Category | Hybrid / Multi-Asset |
| Strategy | Hybrid Long-Short |
| Status | launched |
| Investor type | Experienced investors evaluating interval hybrid long-short exposure across arbitrage, equity, debt, derivatives, REITs, and InVITs |
| Minimum investment | Rs. 10 lakh minimum SIF threshold; verify accredited investor terms in latest documents |
| Liquidity | Interval strategy with subscription/redemption terms described in official Apex documents; verify latest transaction rules before action |
| Taxation | Official Apex page discusses 12-month long-term capital asset treatment for listed units; consult latest documents and tax advisor |
| Latest NAV | ₹10.69 |
| NAV date | 17 Sept 2026 |
| NAV freshness | Daily NAV |
Source matrix
Compare evidence quality
| Evidence | Apex Hybrid Long-Short Fund Aditya Birla Sun Life Mutual Fund |
|---|---|
| Review status | Ready to review |
| Next check | Open the profile and check mandate, liquidity, NAV freshness, costs, and documents. |
| Evidence status | Ready to review |
| Evidence checked | 7/8 evidence items checked |
| Verify next | Portfolio disclosure |
Conventional mutual-fund context
MF alternatives for this shortlist
Open only when the Rs. 10 lakh SIF route or strategy complexity is not suitable. These funds are comparison starting points, not SIF equivalents.
13 curated funds / open
Conventional mutual-fund context
MF alternatives for this shortlist
Open only when the Rs. 10 lakh SIF route or strategy complexity is not suitable. These funds are comparison starting points, not SIF equivalents.
Dynamic allocation comparison
Hybrid long-short context
Compare equity-debt-gold mix, volatility control, downside participation, and tax/liquidity treatment against hybrid SIF disclosures.
Balanced advantage, multi-asset, and equity-savings funds cannot be treated as the same product as a hybrid long-short SIF with broader strategy permissions.
HDFC Balanced Advantage FundICICI Prudential Balanced Advantage FundSBI Balanced Advantage FundICICI Prudential Multi-Asset FundHDFC Multi-Asset Allocation Fund
Next step
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