WSIF Equity Long-Short Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
WSIF Equity Long-Short Fund Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000000
AUM (Fund size)
₹17 Cr
Lock In Period
N/A
Expense Ratio
5.36
Exit Load
Nil
Benchmark
NIfty 500 Total Return
WSIF Equity Long-Short Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.19 | 0.81 | 4.16 |
| 6M | 0.00 | 3.12 | 0.00 |
| 1Y | 0.00 | 5.87 | 0.00 |
| 3Y | 0.00 | 15.93 | 0.00 |
Portfolio Analysis
- Equity: 66.51%
- Debt: 71.77%
- Others
As on: 2026-05-31
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About Fund WSIF Equity Long-Short Fund Growth
WSIF Equity Long-Short Fund Growth managed by The Wealth Company Mutual Fund SIF,is a Equity - Long Shortscheme with Assets Under Management of ₹17 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 5.36. Under the expert guidance of Chinmay Sathe ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Chinmay Sathe
Mr. Chinmay Sathe holds B.E, PGDM. His earlier stints where with L&T Mutual Fund, DSP Merrill Lynch and UTI Mutual Fund as Equity Research Analyst.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Arthaya Equity Long Short Fund Growth | 0 | 116 CR | 9.01 |
| Arudha Equity Long-Short Fund Growth | 0 | 91 CR | 3.18 |
| WSIF Equity Long-Short Fund Growth | 0 | 17 CR | 5.36 |
| iSIF Equity Long-Short Fund Growth | 0 | 274 CR | 2.46 |
| Summit Equity Long-Short Fund Growth | 0 | 0 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundArthaya Equity Long Short Fund Growth | 0 | 0 |
| This FundArudha Equity Long-Short Fund Growth | 0 | 0 |
| This FundWSIF Equity Long-Short Fund Growth | 0 | 0 |
| This FundiSIF Equity Long-Short Fund Growth | 0 | 0 |
| This FundSummit Equity Long-Short Fund Growth | 0 | 0 |
WSIF Equity Long-Short Fund Growth FAQs
WSIF Equity Long-Short Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of WSIF Equity Long-Short Fund Growth is 5.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
WSIF Equity Long-Short Fund Growth’s fund performance is as follows:
- 1 Month : -0.19%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in WSIF Equity Long-Short Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of WSIF Equity Long-Short Fund Growth is ₹17 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in WSIF Equity Long-Short Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
