WSIF Equity Long-Short Fund Growth Return
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- 3M
- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
WSIF Equity Long-Short Fund Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹100000
AUM (Fund size)
₹17 Cr
Lock In Period
N/A
Expense Ratio
2.47
Exit Load
Nil
Benchmark
NIfty 500 Total Return
Summary
WSIF Equity Long-Short Fund Growth NAV is ₹10.4171 as of 30 Jun, 2026. WSIF Equity Long-Short Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in WSIF Equity Long-Short Fund Growth is ₹1000. The AUM of WSIF Equity Long-Short Fund Growth is ₹17 Cr. The expense ratio of the fund is 2.47%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, WSIF Equity Long-Short Fund Growth has delivered 4.03% returns.
WSIF Equity Long-Short Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.03 | 0.57 | 4.21 |
| 6M | 0.00 | 1.98 | 0.00 |
| 1Y | 0.00 | 4.85 | 0.00 |
| 3Y | 0.00 | 16.59 | 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 2.47. 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 |
|---|---|---|---|
| Sapphire Equity Long-Short SIF Growth | 0 | 0 CR | 2.41 |
| DynaSIF Equity Long - Short Fund Growth | 0 | 276.52 CR | 2.47 |
| WSIF Equity Long-Short Fund Growth | 0 | 17.18 CR | 2.47 |
| Titanium Equity Long-Short Fund Growth | 0 | 207.85 CR | 2.35 |
| Arthaya Equity Long Short Fund Growth | 0 | 116.72 CR | 2.47 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSapphire Equity Long-Short SIF Growth | 0 | 0 |
| This FundDynaSIF Equity Long - Short Fund Growth | 0 | 0 |
| This FundWSIF Equity Long-Short Fund Growth | 0 | 0 |
| This FundTitanium Equity Long-Short Fund Growth | 0 | 0 |
| This FundArthaya 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 2.47. 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 : 4.03%
- 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.
