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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
2026-2027NA-3.22NANA
Top 10 holdings
company (%)
HDFC Bank Ltd.5.88 
Life Insurance Corporation of...4.68 
Tata Consultancy Services Ltd.3.40 
Larsen & Toubro Ltd.3.38 
Bharat Electronics Ltd.2.76 
Niva Bupa Health Insurance Com...2.60 
Reliance Industries Ltd.2.59 
Balkrishna Industries Ltd.2.51 
Amber Enterprises India Ltd.2.37 
Infosys Ltd.2.36 

Category

Long-Short Fund

Launch Date

06-May-26

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

42.21

portfolio price to book value

3.96

investing style?

Large Growth

fund manager?

Chinmay Sathe

inception date (regular plan)

06-May-26

expense ratio (regular plan) %

4.30

Top 10 sectors
sectors (%)
Insurance10.11
IT - Software6.88
Bank - Private5.88
Chemicals5.39
Hotel, Resort & Restaurants5.11
Cement & Construction Materials4.53
Automobiles - Passenger Cars3.87
Engineering - Construction3.38
Aerospace & Defense2.76
Refineries2.59

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
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-202642.21NANANANA-1.06
Qsif Equity Long-Short Fund-Reg(G)Large-Growth 07-Oct-20251,017.785.32NANANA6.03
Diviniti Equity Long Short Fund-Reg(G)Large-Growth 01-Dec-2025246.02NANANANA-14.39
Arthaya Equity Long Short Fund-Reg(G)Large-Growth 25-May-2026130.96NANANANA-3.37
Sapphire Equity Long-Short SIF-Reg(G)Large-Growth 29-Apr-2026211.03NANANANA-5.85
Titanium Equity Long-Short Fund-Reg(G)Large-Growth 14-May-2026343.89NANANANA0.83
Arudha Equity Long-Short Fund-Reg(G)Large-Growth 24-Mar-2026133.38NANANANA0.65
iSIF Equity Long-Short Fund-Reg(G)Large-Growth 05-Jun-2026789.84NANANANA1.90
DynaSIF Equity Long-Short Fund-Reg(G)Large-Growth 25-Feb-2026403.87NANANANA-0.90
Summit Equity Long-Short Fund-Reg(G)Large-Growth 22-Jul-2026375.61NANANANA-0.30

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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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