CS
Chinmay SatheLead
Since May 2026
AUM managed
₹240.95Cr
Tenure
Since May 2026
Funds
5
WSIF Equity L-S Reg Gr
Sectoral/ ThematicWealth Company Mutual Fund
NAV
₹10.20
-1.34% today
AUM
₹17.18 Cr
Fund size
Expense
2.10%
Regular plan
Min SIP
₹1,000
per month
Min Lumpsum
₹10,00,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TRI (100%)
Number of holdings41
Inception11 May 2026
Exit load0.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About WSIF Equity L-S Reg Gr
WSIF Equity L-S Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Wealth Company Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.20 per unit and the scheme manages ₹17.18 Cr in assets under management. The fund charges an expense ratio of 2.10% and is benchmarked against Nifty 500 TRI (100%). SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
WSIF Equity L-S Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -3.42% |
| 3 months | +6.14% |
| 6 months | 0.00% |
| 1 year | 0.00% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +6.61% |
| 6 months | 0.00% |
| 1 year | 0.00% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
WSIF Equity L-S Reg Gr — frequently asked questions
What is the NAV of WSIF Equity L-S Reg Gr?
The latest net asset value (NAV) of WSIF Equity L-S Reg Gr is ₹10.20 per unit, -1.34% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of WSIF Equity L-S Reg Gr?
WSIF Equity L-S Reg Gr charges an expense ratio of 2.10% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is WSIF Equity L-S Reg Gr?
SEBI's riskometer classifies WSIF Equity L-S Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in WSIF Equity L-S Reg Gr?
You can start a SIP in WSIF Equity L-S Reg Gr from ₹1,000 per month, and the minimum lumpsum investment is ₹10,00,000.
Who manages WSIF Equity L-S Reg Gr?
WSIF Equity L-S Reg Gr is managed by Wealth Company Mutual Fund, holds ₹17.18 Cr in assets under management and invests across 41 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Wealth Company Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF2F0030072
- Scheme code
- FS0000KRQY
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