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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹10000 & Lump. ₹100000

AUM (Fund size)

₹63 Cr

Lock In Period

N/A

Expense Ratio

1.66

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Exit Load

For redemption/switch-out of units on or before 90 days from the date of allotment: 0.50% of applicable NAV.For redemption/switch-out of units after 90 days from the date of allotment: Nil.

Summary

Latest details for Apex Hybrid Long-Short Fund Growth include a ₹10.07 NAV as of Apr 27,2026 and returns since inception of --%. Minimum investments start at SIP ₹10000. The Apex Hybrid Long-Short Fund Growth AUM is ₹63 Cr, with a lock-in of N/A years, expense ratio of 1.66%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - For redemption/switch-out of units on or before 90 days from the date of allotment: 0.50% of applicable NAV.For redemption/switch-out of units after 90 days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 2.00% and a category best of 6.77%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.002.006.77
6M0.001.690.00
1Y0.005.800.00
3Y0.0015.890.00

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-03-31
View allocation % by

1. Clearing Corporation of India Limited58.16%
2. Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan15.82%
3. 7.55% REC Limited (31/03/2028)7.92%
4. 7.62% National Bank For Agriculture and Rural Development (31/01/2028)7.92%
5. 6.96% Power Finance Corporation Limited (02/03/2028)7.83%
6. Net Receivables / (Payables)2.35%

About Fund

Apex Hybrid Long-Short Fund Growth managed by Aditya Birla Sun Life Mutual Fund - SIF,is a Hybrid - Long Shortscheme with Assets Under Management of ₹63 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.66. Under the expert guidance of Lovelish Solanki ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Lovelish Solanki

Mr. Lovelish Solanki holds MMS (Finance) and BMS (Finance) He has an overall experience of over 7 years in Trading and Dealing. Prior to joining Birla Sun Life AMC, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundArudha Hybrid Long- Short Fund Growth065.31 CR0.73
This FundiSIF Hybrid Long-Short Fund Growth0672.02 CR2.37
This FundApex Hybrid Long-Short Fund Growth063.25 CR1.66
Fund Name1Y3Y
This FundArudha Hybrid Long- Short Fund Growth00
This FundiSIF Hybrid Long-Short Fund Growth00
This FundApex Hybrid Long-Short Fund Growth00

FAQs

Apex Hybrid Long-Short Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Apex Hybrid Long-Short Fund Growth is 1.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Apex Hybrid Long-Short Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Apex Hybrid Long-Short Fund Growth are updated daily based on NAV of ₹ 10.07 as on Apr 27,2026. Since inception, the return has been 0.00%.

You can invest in Apex Hybrid Long-Short Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Apex Hybrid Long-Short Fund Growth is ₹63 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Apex Hybrid Long-Short Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500