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
SIP ₹10000 & Lump. ₹1000000
₹354 Cr
N/A
2.81
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.
Nifty50 Hybrid Composite Debt 50:50 Index
Apex Hybrid Long-Short Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.22 | -0.18 | 0.34 |
| 6M | 6.88 | 1.77 | 7.52 |
| 1Y | 0.00 | 3.29 | 0.00 |
| 3Y | 0.00 | 12.72 | 0.00 |
Portfolio Analysis
- Equity: 42.21%
- Debt:
- Others
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 ₹354 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.81. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Arudha Hybrid Long- Short Fund Growth | 0 | 157 CR | 1.27 |
| RedHex Hybrid Long-Short Fund Growth | 0 | 1,504 CR | 2.17 |
| Apex Hybrid Long-Short Fund Growth | 0 | 353 CR | 2.81 |
| Infinity Hybrid Long-Short Fund Growth | 0 | 2,994 CR | 3.23 |
| Prism Hybrid Long - Short Fund Growth | 0 | 458 CR | 3.56 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundArudha Hybrid Long- Short Fund Growth | 0 | 0 |
| This FundRedHex Hybrid Long-Short Fund Growth | 0 | 0 |
| This FundApex Hybrid Long-Short Fund Growth | 0 | 0 |
| This FundInfinity Hybrid Long-Short Fund Growth | 0 | 0 |
| This FundPrism Hybrid Long - Short Fund Growth | 0 | 0 |
Apex Hybrid Long-Short Fund Growth FAQs
- 1 Month : 0.22%
- 6 Months : 6.88%
- 1 Year : 0.00%
- 3 Years : 0.00%
