Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
The Wealth Company WSIF Equity LongShort Fund Direct Growth
NAV: 04 Sep '26
₹10.56
Min. for SIP
₹1,000
Fund size (AUM)
--
Expense ratio
0.39%
Rating
--
Min. 1st investment
₹10,00,000
Min. 2nd investment onwards
₹10,000
About SIFs
Specialised Investment Funds (SIFs) are a SEBI-regulated category of mutual funds. They offer fund managers greater flexibility than traditional mutual funds, including the ability to run more concentrated and strategy-driven portfolios across equity, debt, or hybrid strategies. Know more
Purchase rules
Investment amount should be ₹10 lakh per investor across all SIF schemes of an AMC
Redemption rules
Redemption terms depend on the specific SIF strategy and may include restricted redemption for certain intervals
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Net Receivables | Unspecified | Net Receivables | 15.11% |
| HDFC Bank Ltd | Financial | Equity | 6.21% |
| JSW Infrastructure Ltd | Industrials | Equity | 4.70% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.57% |
| Bharat Electronics Ltd | Industrials | Equity | 3.45% |
| Infosys Ltd | Technology | Equity | 3.35% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.27% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 3.17% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.93% |
| Ambuja Cements Ltd | Materials | Equity | 2.56% |
| Niva Bupa Health Insurance Company Ltd. | Financial | Equity | 2.49% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 2.41% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 2.26% |
| Finolex Cables Ltd | Industrials | Equity | 2.20% |
| Bayer CropScience Ltd | Materials | Equity | 2.12% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 2.02% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.94% |
| Blue Dart Express Ltd | Industrials | Equity | 1.91% |
| EIH Ltd | Consumer Discretionary | Equity | 1.91% |
| BASF India Ltd | Materials | Equity | 1.80% |
| Bharti Airtel Ltd | Technology | Equity | 1.75% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.71% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.64% |
| Wipro Ltd | Technology | Equity | 1.63% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.59% |
| ICRA Ltd | Industrials | Equity | 1.45% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 1.39% |
| Max Financial Services Ltd | Financial | Equity | 1.33% |
| ITC Ltd | Consumer Staples | Equity | 1.33% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.32% |
| EPL Ltd | Materials | Equity | 1.32% |
| Chambal Fertilisers & Chemicals Ltd | Materials | Equity | 1.30% |
| Pine Labs Ltd. | Technology | Equity | 1.24% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.23% |
| JK Lakshmi Cement Ltd | Materials | Equity | 1.15% |
| JSW Cement Ltd. | Materials | Equity | 1.13% |
| Atul Ltd | Materials | Equity | 1.00% |
| Eureka Forbes Ltd | Consumer Discretionary | Equity | 1.00% |
| Indigo Paints Ltd | Materials | Equity | 0.99% |
| Swiggy Ltd. | Technology | Equity | 0.97% |
| Chemplast Sanmar Ltd | Materials | Equity | 0.89% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.89% |
| Tata Steel Ltd | Materials | Equity | 0.84% |
| Orkla India Ltd. | Consumer Staples | Equity | 0.66% |
| PTC India Ltd | Energy & Utilities | Equity | 0.52% |
| NIFTY 24800 Call August 2026 Option | Financial | Index Derivatives | 0.49% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.11% |
| NESTLEINDONNSEAUG2026OPT P 1480.000 | Consumer Staples | Put Option | 0.03% |
| SWIGGYONNSEAUG2026OPT C 290.000 | Technology | Call Option | -0.03% |
| ALKEMONNSEAUG2026OPT C 5900.000 | Healthcare | Call Option | -0.03% |
| Infosys Limited 1060 Call August 2026 Option | Technology | Call Option | -0.05% |
| HYUNDAIONNSEAUG2026OPT C 2000.000 | Consumer Discretionary | Call Option | -0.16% |
See All
Minimum investments
Min. for 1st investment
₹10,00,000
Min. for 2nd investment
₹10,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -- | -- | -- | -- |
| Category average (null null) | -- | -- | -- | -- |
| Rank (null null) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +4.70% | +16.55% | 12,870.79 | |
 | +11.01% | +15.84% | 78,956.77 | |
| +7.34% | +13.54% | 14,466.52 | |
 | -0.72% | +11.29% | 41,679.00 | |
| -4.90% | +10.27% | 1,753.91 | |
| Compare | ||||
Fund management
CSChinmay SatheApr 2026 - PresentView details
CS
Chinmay Sathe
Apr 2026 - Present
View details
About The Wealth Company WSIF Equity LongShort Fund Direct Growth
The Wealth Company WSIF Equity LongShort Fund Direct Growth is a -- Mutual Fund Scheme launched by --. This scheme was made available to investors on 05 Sep 2026. Chinmay Sathe is the Current Fund Manager of The Wealth Company WSIF Equity LongShort Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of NA Cr and the Latest NAV as of 04 Sep 2026 is ₹10.56.
The The Wealth Company WSIF Equity LongShort Fund Direct Growth is rated -- risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹10,00,000.
;
Investment Objective
The scheme seeks 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 benchmark--
Fund house
Rank (total assets)--
Total AUM--
Date of Incorporation--
Phone--
E-mail--
Website--
Launch Date--
Address--
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
Email--
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,