Apex Hybrid Long-Short Fund - Regular Plan

Invest Online Fund Card

Value Research Rating

Unrated

Value Research Opinion

See where this fund stands

Good, Steady, or Exit. Get our verdict on this fund and every other you hold. One clear view, backed by 30 years of fund research.

Unlock with Fund Advisor

Returns

Calculate SIP Returns of Apex Hybrid Long-Short Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Apex Hybrid Long-Short Fund - Regular Plan

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Peer Comparison

Fund name	Rating		Base Expense Ratio (%)
Apex Hybrid Long-Short Fund - Regular Plan	Unrated	loading...	--
Altiva Hybrid Long-Short Fund - Regular Plan	Unrated	loading...	--
Magnum Hybrid Long Short Fund - Regular Plan	Unrated	loading...	--
iSIF Hybrid Long-Short Fund - Regular Plan Invest Now	Unrated	loading...	--
Titanium Hybrid Long-Short Fund - Regular Plan	Unrated	loading...	--

Detailed Comparison

Other details of Apex Hybrid Long-Short Fund - Regular Plan

Assets

₹81 Cr

Exit Load (Days)

0.50 (90)

Min. Investment (₹)

10,00,000

Min. Withdrawal (₹)

10,000

Min. SIP Investment (₹)

10,000

Min. No of Cheques

More Details

About Apex Hybrid Long-Short Fund - Regular Plan

Apex Hybrid Long-Short Fund - Regular Plan is a hybrid mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on March 25, 2026, it is currently managed by Lovelish Solanki and Mohit Sharma. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹81 Cr.

Apex Hybrid Long-Short Fund - Regular Plan invests in a mix of equity and fixed-income securities. While the fund is mandated to invest minimum 25 per cent each in equity & debt, the proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. These funds can take up to 25 per cent short exposure through unhedged equity / debt derivative positions, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹10,000 and minimum SIP of ₹10,000.

Investment Strategy

The Investment strategy seeks to investing in arbitrage, long equity, debt, equity and debt derivatives, long short and REITs/InVITs including limited short exposure on permitted instruments through derivatives.

Suitability

Hybrid Long-Short SIFs are suitable for investors:

Looking to invest in a portfolio of equity and debt for moderate returns
Who prefer to let fund manager decide how much to invest in equity and in debt
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are new/unfamiliar with market’s ups and downs

Portfolio Planner

Ready-to-go investment options matched to different needs

Fund Screener

Filter for funds based on your criteria.

Fund Compare

Detailed comparison of up to 5 funds across various metrics.

Mutual Fund Calculator

Find out the SIP returns of any fund for any time period.

Best Mutual Funds

List of funds rated highly by Value Research.

SIP Calculator

Calculate how much you can accumulate with your monthly savings.

See All Tools

FAQ for Apex Hybrid Long-Short Fund - Regular Plan

How to Invest in Apex Hybrid Long-Short Fund - Regular Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Apex Hybrid Long-Short Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Apex Hybrid Long-Short Fund - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What are the top holdings of Apex Hybrid Long-Short Fund - Regular Plan?

Company	Percentage of Portfolio
Aditya Birla SL Liquid Direct-G	12.66
REC Ltd SR 216A Debenture 7.55 31/03/2028	6.25
National Bank For Agriculture & Rural Development SR 23I Debenture 7.62 31/01/2028	6.25
National Bank For Agriculture & Rural Development SR 25E Bonds 7.53 24/03/2028	6.24
Power Finance Corporation Ltd SR 259A Debenture 6.96 02/03/2028	6.19

What is the return of Apex Hybrid Long-Short Fund - Regular Plan in the last 5 years?

Over the past five years, Apex Hybrid Long-Short Fund - Regular Plan has delivered an annualised return of --% as of 01-Aug-2026.

What is the minimum investment required in Apex Hybrid Long-Short Fund - Regular Plan?

The minimum investment required to start investing in Apex Hybrid Long-Short Fund - Regular Plan is ₹10,00,000 for the lump sum option and ₹10,000 for the SIP (Systematic Investment Plan) option.