Apex Hybrid Long-Short Fund vs Infinity Hybrid Long-Short Fund
Apex Hybrid Long-Short Fund from Aditya Birla Capital AMC and Infinity Hybrid Long-Short Fund from Kotak Mahindra Mutual Fund, compared on NAV, returns, size, costs and portfolio — every figure from AMFI's NAV feed or the AMC's own factsheet.
How the two funds differ
NAV data as of 13 Nov 2026
- Infinity Hybrid Long-Short Fund is the larger fund, with ₹3,841 Cr in disclosed assets against ₹615 Cr for Apex Hybrid Long-Short Fund — about 6.2 times the size.
- Apex Hybrid Long-Short Fund launched first, on 25 Mar 2026; Infinity Hybrid Long-Short Fund followed on 06 Jul 2026, about 4 months later. Since-inception returns therefore cover different periods and are not directly comparable.
- Over the past three months, Apex Hybrid Long-Short Fund returned +3.01% and Infinity Hybrid Long-Short Fund returned +2.79% (Direct plan).
- Apex Hybrid Long-Short Fund has the lower Direct-plan expense ratio, 0.40% against 0.50% for Infinity Hybrid Long-Short Fund.
- Both are measured against the same benchmark, NIFTY 50 Hybrid Composite Debt 50:50 Index.
Side by side
Switch between Direct and Regular plans in the header, or pick two dates to compare returns over the same period. A dash means the AMC has not disclosed that figure yet.
| Apex Hybrid Long-Short Fund Aditya Birla Capital AMC | Infinity Hybrid Long-Short Fund Kotak Mahindra Mutual Fund | |
|---|---|---|
| Category | Hybrid Long-Short | Hybrid Long-Short |
| Status | Active | Active |
| Direct NAV | 10.9998 | 10.5600 |
| 1M Return | +1.80% | +1.61% |
| 1Y Return | — | — |
| Since Inception | +9.78% | +4.96% |
| AUM | ₹615 Cr | ₹3,841 Cr |
| Minimum Investment | ₹10,00,000 | ₹10,00,000 |
| Expense Ratio | 0.40% | 0.50% |
| Exit Load | 0.50% if redeemed/switched out on or before 90 days from the date of allotment; nil thereafter | Nil |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Risk-o-meter | Band 1 of 5 (Lower Risk) | Band 1 of 5 (Lower Risk) |
| Launch Date | 25 Mar 2026 | 06 Jul 2026 |
| Fund Managers | Lovelish Solanki, Mohit Sharma, Rohit Karan | Kalpesh Jain, Hiten Shah, Abhishek Bisen |
Open the full page for Apex Hybrid Long-Short Fund or Infinity Hybrid Long-Short Fund for NAV history, holdings and the AMC factsheet, or add a third fund to this comparison.
Holdings in common
2 positions appear in the disclosed top holdings of both funds. This compares only the top holdings each AMC publishes (Apex Hybrid Long-Short Fund: 30 Oct 2026; Infinity Hybrid Long-Short Fund: 31 Oct 2026), not the complete portfolios, so the real overlap may be higher.
| Holding | Sector | Aditya Birla Capital weight | Kotak MF weight |
|---|---|---|---|
| Embassy Office Parks REIT | — | 0.27% | 1.62% |
| Cube Highways Trust | — | 0.32% | 1.18% |
Apex Hybrid Long-Short Fund vs Infinity Hybrid Long-Short Fund: common questions
What is the difference between Apex Hybrid Long-Short Fund and Infinity Hybrid Long-Short Fund?
Both are Hybrid Long-Short Specialized Investment Funds (SIFs), so they follow the same SEBI strategy category. Apex Hybrid Long-Short Fund is run by Aditya Birla Capital AMC and Infinity Hybrid Long-Short Fund by Kotak Mahindra Mutual Fund; they differ in size, launch date, costs, portfolio and fund managers, all shown in the table on this page.
What is the latest NAV of Apex Hybrid Long-Short Fund and Infinity Hybrid Long-Short Fund?
The latest Direct-plan NAV of Apex Hybrid Long-Short Fund is ₹10.9998 (13 Nov 2026), and of Infinity Hybrid Long-Short Fund is ₹10.5600 (13 Nov 2026). A higher NAV does not mean a better fund — it mainly reflects how long the scheme has been running.
Which is bigger, Apex Hybrid Long-Short Fund or Infinity Hybrid Long-Short Fund?
Infinity Hybrid Long-Short Fund is larger by disclosed assets under management, at ₹3,841 Cr, compared with ₹615 Cr for Apex Hybrid Long-Short Fund. Figures are the latest each AMC has disclosed.
Which has the lower expense ratio, Apex Hybrid Long-Short Fund or Infinity Hybrid Long-Short Fund?
Apex Hybrid Long-Short Fund has a Direct-plan expense ratio of 0.40% and Infinity Hybrid Long-Short Fund of 0.50%, as stated in each AMC's factsheet. Regular plans cost more than Direct plans.
What is the minimum investment in Apex Hybrid Long-Short Fund and Infinity Hybrid Long-Short Fund?
Both require a minimum investment of ₹10,00,000. SEBI sets a ₹10 lakh minimum across all SIF strategies of an AMC for non-accredited investors.
Which is better, Apex Hybrid Long-Short Fund or Infinity Hybrid Long-Short Fund?
SIF India does not rank one above the other or give investment advice. Which suits you depends on your goals, time horizon and risk tolerance. Both are new schemes with a short track record, and past performance does not indicate future returns. Read each scheme's offer document and consider speaking to a SEBI-registered adviser before investing.
More comparisons
Apex Hybrid Long-Short Fund vs
Infinity Hybrid Long-Short Fund vs
See every scheme in this category on the Hybrid Long-Short SIF Funds page. New to SIFs? Start with what a Specialised Investment Fund is, or read Best Hybrid Long-Short SIF Funds in India, Best SIF Funds in India: How to Actually Compare Them and SIF vs. Mutual Fund vs. PMS vs. AIF.
This comparison is factual information, not investment advice or a recommendation of either scheme. Past performance does not indicate future returns.