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WSIF Equity Long-Short Fund
Wealth Company Asset Management Holdings Private Limited
equity_long_short
🔴Very High
✓ Active
✓ AI Summary
- •Utilizes proprietary "QUBOID" framework to run diversified, active long-short multi-cap strategy, targeting long-term compounding themes and megatrends while integrating up to 25% tactical short exposure.
- •Open-ended equity SIF under The Wealth Company Mutual Fund's WSIF Platform, evaluating outperformance against NIFTY 500 Total Return Index (TRI).
AI-generated summary of this strategy's ISID. It may contain errors; check the ISID before investing.
⚠️
Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 5
Derivatives use≤25.00%
LiquidityDaily (only Business Days)
Suitable for investors with
₹0Cr+ surplus3+ year horizon
NAV (Today)
₹10.18
↑ 1.06%
13 Oct
Since Inception
↑ 1.81%
May 2026
Period Returns
1 Month-2.23%
3 Months-5.31%
YTD+1.81%
Fund House
Wealth Company Asset Management Holdings Private Limited
Category
Equity long-short
Benchmark
NIFTY 500 TRI
Plan Shown
Direct Growth
Core Idea
Equity Long Short
Investment approach
Expense Ratio
2.25%
Regular plan TER
Risk Label
Very High
Band 5
ISIN (Payout)
INF2F0030106
Minimum Investment
₹10,00,000
🔒
ISID key facts
Full name
WSIF Equity Long-Short Fund
AMC
Wealth Company Asset Management Holdings Private Limited
Fund category
SIF — equity
Benchmark
NIFTY 500 TRI
Scheme opens
11 May 2026
Min investment
₹ 10,00,000
Exit load
0.000% if redeemed within — days
Assets Under Management
₹ 40 Cr
Equity allocation
65–100% in listed equities
Tax: Depends on the strategy's asset mix. Equity-oriented strategies (at least 65% in listed Indian equity): gains taxed at 20% if units are held up to 12 months, 12.5% if held longer. Strategies with more than 65% in debt: gains taxed at your income-tax slab rate, whatever the holding period. Other mixes follow different rules. See this strategy's ISID and consult a tax adviser.
Fund Managers
Chinmay Sathe
Fund Manager
21+years of experience
Background
- •B.E, PGDM.
- •Over 21 years of experience in the Asset Management Services industry, with expertise in fund management, equity research and across diverse asset classes.
- •Spent over 11 years at Bajaj Allianz Life as Senior Fund Manager.
- •Earlier stints with L&T Mutual Fund, DSP Merrill Lynch and UTI Mutual Fund as Equity Research Analyst.