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)

₹34 Cr

Lock In Period

N/A

Expense Ratio

4.98

Exit Load

Nil

Benchmark

NIfty 500 Total Return

WSIF Equity Long-Short Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.611.006.13
6M0.003.127.72
1Y0.006.030.00
3Y0.0015.980.00

Portfolio Analysis

  • Equity: 58.18%
  • Debt: 15.36%
  • Others
As on: 2026-07-31
View allocation % by

1. Alembic Pharmaceuticals Limited2.02%
2. Alkem Laboratories Limited1.71%
3. Glenmark Pharmaceuticals Limited1.32%
4. Dr. Reddy's Laboratories Limited1.23%

1. HDFC Bank Limited6.21%

1. Infosys Limited3.35%
2. Wipro Limited1.63%

1. Ambuja Cements Limited2.56%
2. JK Lakshmi Cement Limited1.15%

1. Reliance Industries Limited3.57%

1. Bharat Electronics Limited3.45%

1. Larsen & Toubro Limited3.27%

1. Maruti Suzuki India Limited3.17%

1. Bayer Cropscience Limited2.12%
2. Atul Limited1.00%

1. Niva Bupa Health Insurance Company Ltd.2.49%

1. FINOLEX CABLES LTD2.20%

1. EIH Limited1.91%

1. Blue Dart Express Limited1.91%

1. BASF India Limited1.80%

1. Bharti Airtel Limited1.75%

1. Godrej Consumer Products Limited1.59%

1. ICRA LIMITED1.45%

1. Max Financial Services Limited1.33%

1. ITC Limited1.33%

1. Chambal Fertilizers & Chemicals Limited1.30%
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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 ₹34 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 4.98. 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 NameRatingsAUMExpense Ratio
Sapphire Equity Long-Short SIF Growth0204 CR3.23
Summit Equity Long-Short Fund Growth0201 CR2.47
Arudha Equity Long-Short Fund Growth0110 CR3.21
DynaSIF Equity Long - Short Fund Growth0370 CR3.98
WSIF Equity Long-Short Fund Growth033 CR4.98
Fund Name1Y3Y
This FundSapphire Equity Long-Short SIF Growth00
This FundSummit Equity Long-Short Fund Growth00
This FundArudha Equity Long-Short Fund Growth00
This FundDynaSIF Equity Long - Short Fund Growth00
This FundWSIF Equity Long-Short Fund Growth00

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 4.98. 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 : 0.61%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of WSIF Equity Long-Short Fund Growth are updated daily based on NAV of ₹ 10.6046 as on Aug 28,2026. Since inception, the return has been 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 ₹34 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.