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Apex Hybrid Long-Short Fund Direct Growth

Growth
10.060.10% (+0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Unknown Fund Size

Assets Under Mgmt data unavailable

Low Risk

Principle investment will be at low risk

Scorecard

Performance

High

The creamy layer - amongst the top performing Mutual Funds

Risk

Low

Stay at ease, amongst the lower risk funds

Cost

Avg

Market standard costs, nothing exciting

Composition

Avg

Average allocation strategy, nothing exciting

Red flags

Low

We got you covered, no major red flags identified

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Unknown Fund Size

Assets Under Mgmt data unavailable

Low Risk

Principle investment will be at low risk

Apex Hybrid Long-Short Fund Performance & Key Metrics

Apex Hybrid Long-Short Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
7.04
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.196.951.24

Apex Hybrid Long-Short Fund Scheme InfoApex Hybrid Long-Short Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 10,00,000
Initial: ₹ 1e,+06 Incremental: ₹ 10,000
BenchmarkBenchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index

About Balanced Hybrid Fund

About Balanced Hybrid Fund

Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

Apex Hybrid Long-Short Fund Peers

Apex Hybrid Long-Short Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridBalanced Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Apex Hybrid Long-Short Fund
Magnum Hybrid Long Short Fund
Altiva Hybrid Long-Short Fund
360 ONE Balanced Hybrid Fund5.72%10.72%

Apex Hybrid Long-Short Fund Returns Comparison

Compare Apex Hybrid Long-Short Fund with any MF, ETF, stock or index
Compare Apex Hybrid Long-Short Fund with any MF, ETF, stock or index
Apex Hybrid Long-Short Fund
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Apex Hybrid Long-Short Fund Portfolio

Apex Hybrid Long-Short Fund Asset Allocation

Apex Hybrid Long-Short Fund Asset Allocation

Actual

Target

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Apex Hybrid Long-Short Fund Sector Distribution

Apex Hybrid Long-Short Fund Sector Distribution

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Apex Hybrid Long-Short Fund Sector Weightage

Apex Hybrid Long-Short Fund Sector Weightage

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Current Holdings

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AMC Profile of Apex Hybrid Long-Short Fund

AMC Profile of Apex Hybrid Long-Short Fund

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Apex Hybrid Long-Short Fund Manager Details

Apex Hybrid Long-Short Fund Manager Details

Apex Hybrid Long-Short Fund Manager Profile

Apex Hybrid Long-Short Fund Manager Profile

Lovelish Solanki

AUM:  ₹34,680.69 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 7yrs

Mohit Sharma

AUM:  ₹1,03,849.37 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Apex Hybrid Long-Short Fund Manager Performance (0)

Apex Hybrid Long-Short Fund Manager Performance (0)

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Apex Hybrid Long-Short Fund Tax Implications

Apex Hybrid Long-Short Fund Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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You make

Apex Hybrid Long-Short Fund Review & Opinions

Apex Hybrid Long-Short Fund Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Apex Hybrid Long-Short Fund?

    The current NAV of Apex Hybrid Long-Short Fund is ₹10.06, as of 13th April 2026.

  2. What is the volatility or standard deviation of Apex Hybrid Long-Short Fund?

    The volatility or standard deviation for the Apex Hybrid Long-Short Fund is 1.40

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  3. What is the sharpe ratio of Apex Hybrid Long-Short Fund?

    The Sharpe ratio for the Apex Hybrid Long-Short Fund is 7.04

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.