WSIF Equity Ex-Top 100 Long-Short Fund - Regular Plan

WSIF Equity Ex-Top 100 Long-Short Fund - Regular Plan के बारे में

WSIF Equity Ex-Top 100 Long-Short Fund - Regular Plan equity की एक The Wealth Company Mutual Fund म्यूचुअल फ़ंड स्कीम है. मई 06, 2026 को लॉन्च हुए इस फ़ंड का प्रबंधन वर्तमान में Chinmay Sathe द्वारा किया जा रहा है. फ़ंड का एक्सपेंस रेशियो --% है और इसका कुल AUM (एसेट अंडर मैनेजमेंट) ₹16 करोड़ है.

WSIF Equity Ex-Top 100 Long-Short Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in mid- and small-cap stocks at all times. These funds can take up to 25 per cent short exposure through unhedged equity derivative positions in ex-top 100 stocks. यह फ़ंड न्यूनतम ₹10,000 का एकमुश्त निवेश और न्यूनतम ₹1,000 की SIP की अनुमति देता है.

निवेश की रणनीति

The scheme seeks to generate long-term capital appreciation by investing primarily in equity and equity-related instruments of stocks outside the top 100 by market capitalization, while utilizing limited short exposure through derivative. There is no assurance that the investment objective of the Investment strategy will be achieved.

उपयुक्तता

Equity Sector Rotation Long-Short SIFs are suitable for investors:

• Seeking exposure in stocks and derivatives of up to four sectors
• With a 5+ year investment horizon
• Who can withstand interim sharp declines in investment value