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The Wealth Company Mutual Fund SIF · SIF - Equity Long Short
WSIF Equity Long-Short Fund - Regular Growth
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.
EquityBenchmark · Nifty 500 TRITER · 4.30%Inception · 15-04-2026
NAV
₹10.10
+0.07% · as of 14-10-2026
Since inception
0.99%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹34 Cr
AUM
Expense ratio
4.30%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.99% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
CCIL14.15%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.93%
RELIANCE INDUSTRIES LIMITED EQ5.54%
JSW INFRASTRUCTURE LTD EQ NEW FV RS 2/-4.61%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ3.47%
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD EQ3.41%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.76%
EIH LIMITED EQ NEW FV RS.2/-2.53%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.39%
HONASA CONSUMER LIMITED EQ FV RS.10/-2.19%
Sector allocation
Financial Services14.04%
Consumer Services8.87%
Consumer Durables6.76%
Healthcare6.55%
Oil, Gas & Consumable Fuels6.42%
Capital Goods6.42%
Fast Moving Consumer Goods6.16%
Services5.52%
Construction Materials2.27%
Metals & Mining1.76%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 1.0% p.a.₹10,000
10 years
Projected value
₹12,61,904
Invested: ₹12,00,000
Gained: ₹61,904
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr.Chinmay Sathe
Manager since fund inception data not available
ISIN & identifiers
AMFI code
SIF-111
ISIN (Growth)
INF2F0030072
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other SIF - Equity Long Short funds
Titanium Equity Long Short Fund Reg Gr
₹10.21
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Altiva Equity Long Short Fund Reg Gr
₹10.07
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Magnum Equity ExTop 100 Long Short Fund Reg Gr
₹9.85
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Apex Equity ExTop 100 Longshort Fund Reg Gr
₹9.99
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Apex Equity Longshort Fund Reg Gr
₹9.89
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
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