Apex Hybrid Long-Short Reg IDCW-P
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Clearing Corporation Of India LimitedUtilities58.16%
Aditya BSL Liquid Dir GrUtilities15.82%
Rec LimitedUtilities7.92%
National Bank For Agriculture And Rural DevelopmentUtilities7.92%
Power Finance Corporation LimitedUtilities7.83%
Net Receivables / (Payables)Utilities2.35%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.81%
Regulatory & Tax Information
INF209K30057
ISINDailyDealing Frequency
CRISIL Hybrid 50+50 Moderate TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)