Sector Rotation Long-Short Fund NFO

NFO Open— This fund is currently in its New Fund Offer period. Analytics & NAV history will be available post-launch.

WSIF
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The Wealth Company Mutual Fund

WSIF

Equity Long-Short Fund

Risk BandLevel 5
LowL-ModModHi-ModHigh

Min Investment

Rs.10,00,000/- plus in multiple of Re.1 thereafter

Subscription

Daily

Redemption

Daily (only Business Days)

Exit Load

NIL

Benchmark Index

NIFTY 500 Total Return Index (TRI)

Fund Managers

Chinmay Sathe

Fund Architecture
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.

Governance & Authority

Asset Management Co.

The Wealth Company Mutual Fund

Lead Fund Managers

Chinmay Sathe

Fund Classification

Fund Category

Equity Long-Short Fund

Instrument Type

An open ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments.

Benchmark Index

NIFTY 500 Total Return Index (TRI)

Portfolio Allocation
Equity · Nifty5070.0%
Unhedged Futures Short · IT Sector15.0%
Unhedged Futures Short · Banking Sector10.0%
Cash 5.0%Cash 5.0%
Liquidity & Capital

Min. Capital Commitment

Purchase: Rs.10,00,000/- plus in multiple of Re.1 thereafter

Subscription Cycle

Daily

Redemption Window

Daily (only Business Days)

Exit Load Structure

NIL

Analytics Coming Soon

NAV history, performance charts, and risk metrics will be available after this fund launches and starts trading.

NFO Subscription Open