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Fund Card

WSIF Equity Long-Short Fund-Reg(G)

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fund objective

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

riskometer

Investors understand that their principal will be at very high risk

5-Years History
No Data Found
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
No Data Found
Top 10 holdings
company (%)
HDFC Bank Ltd.6.21 
JSW Infrastructure Ltd.4.70 
Reliance Industries Ltd.3.57 
Bharat Electronics Ltd.3.45 
Infosys Ltd.3.35 
Larsen & Toubro Ltd.3.27 
Maruti Suzuki India Ltd.3.17 
HDFC Life Insurance Company Ltd.2.93 
Ambuja Cements Ltd.2.56 
Niva Bupa Health Insurance Com...2.49 

Category

Long-Short Fund

Launch Date

06-May-26

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

33.73

portfolio price to book value

4.26

investing style?

Large Growth

fund manager?

Chinmay Sathe

inception date (regular plan)

06-May-26

expense ratio (regular plan) %

4.98

Top 10 sectors
sectors (%)
Insurance6.31
Pharmaceuticals & Drugs6.28
Bank - Private6.21
Automobiles - Passenger Cars5.10
IT - Software4.98
Cement & Construction Materials4.84
Port4.70
Chemicals3.69
Refineries3.57
Aerospace & Defense3.45

Growth Chart of the Scheme (SIP value 10,000)

to go
  • 1M
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  • 6M
  • 1Y
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performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
WSIF Equity Long-Short Fund-Reg(G)Large-Growth 06-May-202633.73NANANANA6.75
Arudha Equity Long-Short Fund-Reg(G)Large-Growth 24-Mar-2026110.81NANANANA5.64
Titanium Equity Long-Short Fund-Reg(G)Large-Growth 14-May-2026207.85NANANANA5.78
DynaSIF Equity Long-Short Fund-Reg(G)Large-Growth 25-Feb-2026370.40NANANANA7.73
Qsif Equity Long-Short Fund-Reg(G)Small-Growth 07-Oct-2025758.21NANANANA9.61
Diviniti Equity Long Short Fund-Reg(G)Large-Growth 01-Dec-2025316.81NANANANA-6.24
iSIF Equity Long-Short Fund-Reg(G)Large-Growth 05-Jun-2026399.70NANANANA8.80
Arthaya Equity Long Short Fund-Reg(G)Large-Growth 25-May-2026132.53NANANANA0.41

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AMFI Logo Registered Distributor: ARN- 257036

Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. ARN - 257036

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