Apex Hybrid Long-Short Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Apex Hybrid Long-Short Fund Growth Fund Overview

Min. investment

SIP ₹10000 & Lump. ₹1000000

AUM (Fund size)

₹107 Cr

Lock In Period

N/A

Expense Ratio

2.9

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.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Apex Hybrid Long-Short Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.920.864.15
6M0.003.117.83
1Y0.005.760.00
3Y0.0015.880.00

Portfolio Analysis

  • Equity: 45.63%
  • Debt: 50.88%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.1.38%
2. ICICI Bank Ltd.1.32%
3. Axis Bank Ltd.1.08%
4. Kotak Mahindra Bank Ltd.0.80%
5. The Federal Bank Ltd.0.67%
6. RBL Bank Ltd.0.56%
7. IndusInd Bank Ltd.0.46%

1. Torrent Pharmaceuticals Ltd.0.98%
2. Lupin Ltd.0.67%
3. Divi's Laboratories Ltd.0.60%
4. Cipla Ltd.0.59%
5. Corona Remedies Ltd.0.51%
6. Aurobindo Pharma Ltd.0.49%
7. Laurus Labs Ltd.0.43%
8. Sun Pharmaceutical Industries Ltd.0.39%

1. Tata Consultancy Services Ltd.0.65%
2. Infosys Ltd.0.63%
3. Oracle Financial Services Software Ltd.0.52%
4. LTM Ltd.0.50%
5. Capillary Technologies India Ltd.0.47%
6. Tech Mahindra Ltd.0.46%
7. Coforge Ltd.0.46%
8. HCL Technologies Ltd.0.40%
9. Wipro Ltd.0.21%
10. Persistent Systems Ltd.0.19%
11. Mphasis Ltd.0.12%

1. Adani Energy Solutions Ltd.4.19%

1. INDO-MIM Ltd.2.99%

1. Bajaj Finance Ltd.1.20%
2. Shriram Finance Ltd.0.57%

1. SBI funds Management ltd.1.05%
2. HDFC Asset Management Co. Ltd.0.51%

1. Embassy Office Parks Reit0.74%
2. Mindspace Business Parks Reit0.74%

1. Ather Energy Ltd.1.46%

1. Mahindra & Mahindra Ltd.0.76%
2. Maruti Suzuki India Ltd.0.67%

1. Reliance Industries Ltd.1.04%
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About Fund Apex Hybrid Long-Short Fund Growth

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 ₹107 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.9. 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
Apex Hybrid Long-Short Fund Growth0106 CR2.9
RedHex Hybrid Long-Short Fund Growth0781 CR3.67
Prism Hybrid Long - Short Fund Growth0175 CR1.62
Fund Name1Y3Y
This FundApex Hybrid Long-Short Fund Growth00
This FundRedHex Hybrid Long-Short Fund Growth00
This FundPrism Hybrid Long - Short Fund Growth00

Apex Hybrid Long-Short Fund Growth 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 2.9. 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 : 2.92%
  • 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 ₹ 10.6585 as on Aug 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 ₹107 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.