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Back to the SIF universe
Hybrid Long-Short · Aditya Birla SL MF

Apex Hybrid Long-Short

A Specialized Investment Fund · since March 2026 · AMFI SIF-80 · ₹10 lakh minimum (Regular-Growth)

Accumulate Trustner Fund Score 68/100
Official NAV
₹10.3851
AMFI · as of 2026-07-29
+3.85% since inception
Trustner Asset Services Pvt. Ltd.AMFI-registered SIF Distributor · ARN-286886 · empanelled with Aditya Birla SL MF Source: AMFI official SIF NAV feed

Returns

1 Day
+0.26%
5 Day
+0.42%
1 Month
+1.16%
3 Month
Since Incept.
+3.85%

Since-inception is exact (NAV vs ₹10 face value). 1D/5D build from the official daily-NAV archive; 1M/3M from Value Research until the archive spans those windows.

Fund profile

AUM
₹76 Cr
Risk band
Low–Moderate
TER
4.15%
Min. investment
₹10 L

Hybrid Long-Short — what it does

A Hybrid Long-Short SIF blends equity and debt with a long-short overlay via derivatives — aiming for a smoother ride than pure equity by hedging part of the book. The most popular, lowest-volatility SIF type.

The Trustner view

AccumulateTFS 68/100

A solid option the desk is comfortable building into over time for suitable investors.

The Trustner Fund Score and verdict are the Trustner Research Desk’s proprietary, qualitative educational view, reviewed monthly. They are not a recommendation to buy or sell, nor personalised advice under the SEBI (Investment Advisers) Regulations, 2013.

This SIF launched in March 2026, so it carries under one year of track record. Returns are for context only — past performance is not indicative of future results. SIFs use derivatives and short positions; read the ISID, SID, SAI and KIM before investing.

Ready to look at Apex Hybrid for your portfolio?

We’re an AMFI-registered SIF Distributor empanelled with Aditya Birla SL MF. We’ll explain whether this strategy fits your goals and risk profile, compare it with the other live SIFs, and handle onboarding in the Regular plan with ongoing servicing.

Talk to Trustner

Important: NAV is sourced from AMFI’s official Specialized Investment Fund feed (Regular-Growth plan). This page is educational and for comparison; it does not constitute investment advice or a recommendation to buy any scheme.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. Trustner Asset Services Pvt. Ltd. is an AMFI-registered Mutual Fund & SIF Distributor (ARN-286886) and recommends Regular plans only; it is not a SEBI Registered Investment Adviser.

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