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Apex Hybrid Long-Short Fund
Aditya Birla Sun Life AMC Limited
hybrid_long_short
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✓ Active
✓ AI Summary
- •Follows an equity savings plus approach by blending 0–40% passive net equity allocation (predominantly passive Nifty 50 exposure alongside corporate special situations) with cash, debt instruments, and multi-strategy long-short derivative engine.
- •Open-ended multi-strategy hybrid offering under Aditya Birla Sun Life AMC's Apex SIF Platform, benchmarking performance against the Nifty 50 Hybrid Composite Debt 50:50 Index.
AI-generated summary of this strategy's ISID. It may contain errors; check the ISID before investing.
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Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 1
Derivatives use≤25.00%
Suitable for investors with
₹0Cr+ surplus3+ year horizonHigh risk toleranceDerivatives awareness
NAV (Today)
₹10.81
↑ 0.11%
13 Oct
Since Inception
↑ 8.10%
Mar 2026
Period Returns
1 Month+0.47%
3 Months+4.10%
YTD+8.10%
Fund House
Aditya Birla Sun Life AMC Limited
Category
Hybrid long-short
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Plan Shown
Direct Growth
Core Idea
Hybrid Long Short
Investment approach
Expense Ratio
2.00%
Regular plan TER
Risk Label
Low
Band 1
ISIN (Payout)
INF209K30016
Minimum Investment
₹10,00,000
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ISID key facts
Full name
Apex Hybrid Long-Short Fund
AMC
Aditya Birla Sun Life AMC Limited
Fund category
SIF — hybrid
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Scheme opens
31 Mar 2026
Min investment
₹ 10,00,000
Exit load
0.500% if redeemed within 90 days
Assets Under Management
₹ 176 Cr
Equity allocation
65–100% in listed equities
Tax: Depends on the strategy's asset mix. Equity-oriented strategies (at least 65% in listed Indian equity): gains taxed at 20% if units are held up to 12 months, 12.5% if held longer. Strategies with more than 65% in debt: gains taxed at your income-tax slab rate, whatever the holding period. Other mixes follow different rules. See this strategy's ISID and consult a tax adviser.
Fund Managers
Mr. Lovelish Solanki
Fund Manager – Equity Portion
17+years of experience
Background
- •MMS (Finance), BMS (Finance).
- •Over 17 years of experience in Trading and Fund Management.
- •Prior to joining Aditya Birla Sun Life AMC Limited, was Equity/Equity Derivatives Trader at Union KBC Asset Management Co Limited (since Feb 2011); before that at Edelweiss Asset Management Co.
- •Ltd (since Jan 2008).
Mr. Mohit Sharma
Fund Manager – Debt Portion
19+years of experience
Background
- •PGDCM – IIM Calcutta; B Tech – IIT Madras.
- •Over 19 years of experience, of which 11 years in financial markets.
- •Joined ABSL AMC in Oct 2015; previously ran his own healthcare-tech business (Jun 2012–May 2015), worked as Interest Rates Trader at Standard Chartered Bank (May 2007–Jun 2011) and ICICI Bank Ltd (Jun 2006–Apr 2007); started career in Equity Research at Irevna Ltd (Jun 2005–Jun 2006).