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Apex Equity Long-Short Fund

Growth

NFO closed, allotment in progress
EquityLong,Short Fund
Very High RiskPrincipal investment will be at very high risk

Key Offer Details

Opening date
10 Aug 2026
Closing date
24 Aug 2026
Scheme type
Open-Ended
NAV
₹10
Min. invst.
₹10,00,000
Min. SIP
₹10,000

About Long,Short Fund

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Scheme Info

Plan
Direct
Lock in
None
Exit Load
1%
1% on or before 365D, NIL after 365D
Expense Ratio
0%
Benchmark
NIFTY 500 - TRI

Scheme Objective

The Investment strategy seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments, including limited short exposure through derivatives. There is no assurance that the investment objective of the Investment strategy will be achieved.

AMC Profile

Total AUM
₹ 106.91 Cr
No. of schemes
1

Manager Profile

Peers

Peers

Peers & Comparison

Comparing 4 mutual funds from 
EquityLong,Short Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Altiva Hybrid Long-Short Fund(IDCW)
Magnum Hybrid Long Short Fund(IDCW)
iSIF Hybrid Long-Short Fund
Infinity Hybrid Long-Short Fund

Frequently asked questions

Frequently asked questions

  1. Apex Equity Long-Short Fund is an open-ended Long,Short Fund scheme launched by Aditya Birla Sun Life AMC Ltd. - SIF, investing primarily in Equity. It is benchmarked against NIFTY 500 - TRI and offered in Direct and Regular plans with Growth and IDCW options.

  2. The NFO of Apex Equity Long-Short Fund opens for subscription on 10 Aug 2026.

  3. The NFO of Apex Equity Long-Short Fund closes for subscription on 24 Aug 2026. Applications must be submitted before this date for allotment at the NFO offer price.

  4. The minimum lumpsum investment in Apex Equity Long-Short Fund is ₹10,00,000.

  5. The minimum SIP amount for Apex Equity Long-Short Fund is ₹10,000 per monthly installment.

  1. Apex Equity Long-Short Fund is managed by Manish Gupta, Harshil Suvarnkar, who has 9 years of fund management experience and also manages 19 other schemes at Aditya Birla Sun Life AMC Ltd. - SIF.

  2. Apex Equity Long-Short Fund is a new scheme with no performance track record yet, so it should be evaluated on Manish Gupta, Harshil Suvarnkar's experience, Aditya Birla Sun Life AMC Ltd. - SIF's record on similar schemes, the fund's Equity strategy, and fit with an investor's existing portfolio — not past returns.

  3. Apex Equity Long-Short Fund is categorized as a Long,Short Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).

  4. Apex Equity Long-Short Fund has no lock-in period and an exit load of 1% if redeemed within 365 days of investment.

NFO closed, allotment in progress