WSIF Equity Long-Short Fund
Benchmark Index: NIFTY 500 Total Return Index (TRI)
Plan: Regular Growth
NAV
Loading...• On continuous basis: Rs.10,00,000/- and in multiples of Re. 100/- thereafter
• Minimum amount for accredited investor during NFO and Continuous basis: Rs.1,00,000/- and in multiples of Re. 100/- thereafter.
This product is suitable for investors who are seeking
To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments while employing limited short exposure through derivatives.
Risk Band Level 5
WSIF Equity Long Short Fund - Regular Plan Growth Option
From — To
Fund Details (WSIF Equity Long-Short Fund)
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.
Asset Allocation Pattern
| Instrument | Minimum | Maximum |
|---|---|---|
| Investment in equity and equity related instruments | 80% | 100% |
| Investments in Debt & Money Market Instruments | 0% | 20% |
| Investments in InVITS. | 0% | 20% |
Investment strategy
The investment strategy shall invest predominantly in equity and equity-related instruments of stocks outside the top 100 by market capitalization, with a focus on mid-cap and small-cap opportunities, while taking limited short exposure through derivatives to enhance returns and manage risk. The strategy may also allocate a portion to debt, money market instruments, and other permissible securities for liquidity and diversification. Since the investment universe primarily excludes large-cap stocks but still spans across broader market segments, the Nifty 500 Total Return Index (TRI) serves as an appropriate benchmark for evaluating the performance of the investment strategy.