Apex Hybrid Long Short Fund
Get the latest NAV of Apex Hybrid Long Short Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.18
1D
NAV as on 12 Jun 2026
0.9%/per year
Since Inception
▲▼
3 people have invested ₹ 21L in Apex Hybrid Long Short Fund in the last three months
Apex Hybrid Long Short Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Jun-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Apex Hybrid Long Short Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Apex Hybrid Long Short Fund Asset Allocation
See fund asset allocation details as on (14-Jun-26)
Fund Distribution
as on (14-Jun-26)
Apex Hybrid Long Short Fund Sector Allocation
See fund sector allocation details as on (14-Jun-26)
Sector Allocation
Apex Hybrid Long Short Fund Holdings Details
as on (31-May-26)
Apex Hybrid Long Short Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty 50 Hybrid Composite Debt 50:50 |
| AUM | ₹63 Cr |
| Inception Date | 30 March, 2026 |
| Min Lumpsum/SIP | ₹10,00,000/₹10,000 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Low to Moderate Risk |
About Apex Hybrid Long Short Fund
Apex Hybrid Long Short Fund is an equity fund. This fund was started on 30 March, 2026. The fund is managed by Lovelish Solanki, Mohit Sharma. The fund could potentially beat inflation in the long-run.
Key Parameters
- Apex Hybrid Long Short Fund has ₹63 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
Apex Hybrid Long Short Fund has given a CAGR return of 0.90% since inception.
Holdings
Apex Hybrid Long Short Fund has allocated its funds majorly in Cash Equivalent, Corporate, Government. Its top holdings are Aditya BSL Liquid Dir Gr, National Bank For Agriculture And Rural Development, Rec Limited, Power Finance Corporation Limited
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Apex Hybrid Long Short Fund
An interval investment strategy investing in arbitrage, long equity, debt, equity and debt derivatives, long short and REITs/InVITs including limited short exposure on permitted instruments through derivatives. There is no assurance that the investment objective of the Investment strategy will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000000.00 and for SIP is INR 10000.00. Apex Hybrid Long Short Fund has no lock in period.
Fund Manager
Lovelish Solanki
Fund Manager of Apex Hybrid Long Short Fund, since 30 March 2026
Mohit Sharma
Fund Manager of Apex Hybrid Long Short Fund, since 30 March 2026
Frequently Asked Questions for Apex Hybrid Long Short Fund
How do I invest in Apex Hybrid Long Short Fund?
- Download the INDmoney app.
- Search for ‘Apex Hybrid Long Short Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.