• Equity market outlook: Following market-wide valuation corrections in large, mid, and small caps, the fund house deployed cash during the March dip and remains bullish on flexi-cap and multi-cap categories for 2026–2027 and beyond.
• Leadership transition: Following Mahesh Patil's retirement after 22 years at the AMC, Harish Krishnan has taken charge of equity management, supported by an expanded 52-member investment team and an established internal promotion structure.
• SIF fund launch: The fund house introduced its first SIF offering, the Apex Hybrid Long-Short Fund with a ₹10 lakh minimum ticket size, hiring hedge fund and options specialists to run long-short and downside-hedging derivative strategies.
• International investing avenues: With the mutual fund industry's $7 billion overseas limit exhausted, the fund house is leveraging its GIFT City platform and the annual $250,000 remittance route to offer investors international exposure.
• Asset allocation advice: Fixed income yields currently range from 7% on 20-year papers to 7.9% on 30-year papers, while younger investors are advised to maintain 75% to 80% exposure in core equity alongside dynamic allocation via multi-asset or balanced advantage funds.