Apex Hybrid Long-Short Fund Growth Return

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  • 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)

₹71 Cr

Lock In Period

N/A

Expense Ratio

3.02

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(%)
1M2.680.835.42
6M0.003.126.74
1Y0.005.970.00
3Y0.0016.220.00

Portfolio Analysis

  • Equity: 42.77%
  • Debt: 57.20%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Limited2.85%
2. Kotak Mahindra Bank Limited1.93%
3. ICICI Bank Limited1.36%
4. Axis Bank Limited1.33%
5. AU Small Finance Bank Limited0.85%

1. Shriram Finance Ltd0.98%
2. Bajaj Finance Limited0.98%
3. L&T Finance Limited0.88%

1. Tech Mahindra Limited1.61%
2. Infosys Limited0.79%

1. Larsen & Toubro Limited2.26%

1. State Bank of India1.12%
2. Bank of Baroda1.08%

1. Bharti Airtel Limited2.14%

1. Mahindra & Mahindra Limited1.30%
2. Maruti Suzuki India Limited0.84%

1. Oil & Natural Gas Corporation Limited1.04%
2. Oil India Limited0.96%

1. Bajaj Auto Limited1.05%
2. Eicher Motors Limited0.80%

1. Eternal Limited1.68%

1. UltraTech Cement Limited0.81%
2. Ambuja Cements Limited0.78%

1. Bharat Electronics Limited1.55%

1. Reliance Industries Limited1.30%
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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 ₹71 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 3.02. 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
Platinum Hybrid Long-Short Fund Growth00 CR1.53
Infinity Hybrid Long-Short Fund Growth00 CR
Arudha Hybrid Long- Short Fund Growth0109 CR1.4
RedHex Hybrid Long-Short Fund Growth0581 CR1.09
Apex Hybrid Long-Short Fund Growth071 CR3.02
Fund Name1Y3Y
This FundPlatinum Hybrid Long-Short Fund Growth00
This FundInfinity Hybrid Long-Short Fund Growth00
This FundArudha Hybrid Long- Short Fund Growth00
This FundRedHex Hybrid Long-Short Fund Growth00
This FundApex 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 3.02. 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 : 2.68%
  • 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 ₹ 10.626 as on Aug 13,2026. 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 ₹71 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.