NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Apex Hybrid Long-Short Fund - Growth for NRI [10.05]

Min Investment

1,000,000

Fund Size

63.25 Cr

Expense Ratio

6.5%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.05

-0.20%

NAV as on 30 Apr 26, 12:00 AM

moderately low risk

sif

sif

NAV as on 30 Apr 26, 12:00 AM

moderately low risk

sif

sif

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.50%p.a.

Since Inception

About Apex Hybrid Long-Short Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Apex Hybrid Long-Short Fund - Growth scheme from Aditya Birla Sun Life AMC Limited. It is a SIF mutual fund scheme that predominantly invests in SIF stocks of companies. Launched on Mar 2026, Apex Hybrid Long-Short Fund - Growth is SIF fund of its category with 63.25 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category SIF funds.

  • Apex Hybrid Long-Short Fund - Growth delivered 0.0% annual returns during the last year. It has delivered 0.5% average annual returns since the fund was launched.
  • Apex Hybrid Long-Short Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in sif

Fund Objective

An interval investment strategy investing in arbitrage, long equity, debt, equity and debt derivatives, long short and REITs/InVITs including limited short exposure on permitted instruments through derivatives.

Top 6 Holdings

Reverse Repo

58.16%

Birla Sun Life Cash Plus Direct-Growth

15.82%

REC LIMITED SR 216A 7.55 BD 31MR28 FVRS10LAC

7.92%

NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC

7.92%

POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LAC

7.83%

Net Receivables

2.35%

Fund Managers

  1. Lovelish Solanki (Mar 2026 - Present)
  2. Mohit Sharma (Mar 2026 - Present)

Key Information

View Scheme Document

Apex Hybrid Long-Short Fund - Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Apex Hybrid Long-Short Fund - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Apex Hybrid Long-Short Fund - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Apex Hybrid Long-Short Fund - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions