Arbitrage + debt + net equity up to 40% + short exposure up to 25%
Frequently Asked Questions
Common questions about Apex Hybrid Long-Short Fund
What is Apex Hybrid Long-Short Fund?
Apex Hybrid Long-Short Fund is a Hybrid Long-Short Specialised Investment Fund (SIF) managed by Aditya Birla SL MF. SIFs are SEBI-regulated investment products with a minimum investment of Rs 10 Lakhs, designed for HNI investors who want strategies that go beyond traditional mutual funds.
What is the investment strategy of Apex Hybrid Long-Short Fund?
Arbitrage + debt + net equity up to 40% + short exposure up to 25% The fund is benchmarked against Nifty 50 Hybrid Composite Debt 50:50.
What kind of companies does Apex Hybrid Long-Short Fund invest in?
The fund invests primarily in Indian listed equities across sectors including banking, financial services, IT, autos, consumer goods and industrials. The exact top holdings and sector allocation are shown in the holdings section on this page and are updated monthly based on the AMC's public disclosures.
Is Apex Hybrid Long-Short Fund equity-oriented for tax purposes?
This fund is classified as Tax B. Group B means gross equity is below 65%, so short-term gains are taxed at your income slab rate (up to 30%) and long-term gains at 12.5%. Holding period for LTCG is 12 months.
Who manages Apex Hybrid Long-Short Fund?
The fund is managed by Lovelish Solanki, Mohit Sharma & Rohit Karan. Fund manager information is subject to change and is disclosed in the scheme documents.
What is the exit load on Apex Hybrid Long-Short Fund?
The exit load on this fund is: 0.5% Till 90 Days. Exit loads vary by SIF and may be updated by the AMC through SID amendments.
What is the redemption frequency of Apex Hybrid Long-Short Fund?
The redemption frequency for this fund is: Please check the SID. Some Hybrid L/S SIFs are structured as interval funds with limited redemption windows, while Equity L/S SIFs are typically open-ended with daily liquidity.
How does Apex Hybrid Long-Short Fund compare to other Hybrid Long-Short SIFs?
You can compare Apex Hybrid L/S side-by-side with other Hybrid Long-Short SIFs on AND Fintech's SIF Compare tool at andfintech.in/sif-compare. The tool shows NAV, returns, TER, tax group, exit load and portfolio-level metrics across up to 3 funds at once.
Portfolio data is compiled from public monthly disclosures and is for informational purposes only, not investment advice.
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