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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
WSWSIFRegular · Growth

WSIF Equity Long-Short Fund - Regular Plan - Growth

equityEquity - Long-Short FundBenchmark: NIFTY 500 - TRI
NAV · 15 Sep 2026₹10.20-1.34%
AUM₹34 Cr
Expense Ratio4.92%
CAGR—
Exit LoadNIL
Min SIP₹1,000
Launched2026

Investment 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.

Fund Mandate

Investment in equity and equity related instruments (including unhedged short exposure mentioned below)80%–100%
Investments in Debt & Money Market Instruments0%–20%
Investments in InVITS0%–20%
Asset Allocation
Domestic Equity84.6%
Cash & Equivalents15.1%
Other0.5%
Fund Managers
CS
Chinmay Sathe
Fund Manager
Key Information
4.92%
₹1,000
₹10,00,000
NIL
Nil
Inception06 May 2026
AMCWSIF
Top Holdings
1Net Receivable/Payable15.11%
2HDFC Bank LimitedBanks6.21%
3JSW Infrastructure LimitedTransport Infrastructure4.70%
4Reliance Industries LimitedPetroleum Products3.57%
5Bharat Electronics LimitedAerospace & Defense3.45%
6Infosys LimitedIT - Software3.35%
7Larsen & Toubro LimitedConstruction3.27%
8Maruti Suzuki India LimitedAutomobiles3.17%
9HDFC Life Insurance Company LimitedInsurance2.93%
10Ambuja Cements LimitedCement & Cement Products2.56%
Sector Allocation
Other15.1%
Banks6.2%
Insurance5.4%
Automobiles5.1%
Transport Infrastructure4.7%
Petroleum Products3.6%
Aerospace & Defense3.4%
IT - Software3.4%
Construction3.3%
Cement & Cement Products2.6%
Consumer Durables2.4%
Power2.3%
Industrial Products2.2%
Fertilizers & Agrochemicals2.1%
Pharmaceuticals & Biotechnology2.0%
Transport Services1.9%
Leisure Services1.9%
Chemicals & Petrochemicals1.8%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for WSIF Equity Long-Short Fund - Regular Plan - Growth.

WSIF Latest News

Trailing Returns
PeriodReturns
1 Day-1.34%
1 Week-2.04%
1 Month-4.28%
3 Months+0.47%
+2.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
4.92%
NIL
Nil
₹1,000
₹10,00,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme