WSIF Equity Long-Short Fund
An open ended equity investment strategy investing in equity and equity related instruments including limited short exposure in equity through derivative instruments.
NFO Open Date
April 15, 2026
NFO Close Date
April 29, 2026
Quick Reasons to Invest
Participation in Equity Opportunities
The strategy seeks to invest predominantly in equity and equity-related instruments to participate in long-term capital appreciation opportunities.
Use of Limited Short Exposure
The strategy may employ limited short exposure through derivative instruments as part of its overall investment approach.
Dynamic Portfolio Construction
Portfolio allocation may be adjusted from time to time based on market conditions, investment opportunities, and regulatory framework.
Focus on Risk and Return Balance
The investment strategy aims to follow an approach that considers both return potential and associated risks while constructing the portfolio.
Research-Driven Investment Framework
Investments are based on fundamental analysis, valuation considerations, and portfolio discipline as part of the overall investment approach.
Strategy Snapshot
An open ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments.
Category of the Investment Strategy
Equity Long-Short Fund
| Minimum Initial Application | ₹10,00,000/- and in multiples of ₹100/- thereafter. |
| Minimum Additional Purchase amount | ₹10,000/- and in multiples of ₹100/- thereafter |
| Minimum Redemption | ₹1,000/- and in multiples of ₹100/- thereafter. |
| Entry Load | Nil |
| Exit Load | Nil |
| Plans/Options | Direct Plan / Regular Plan – Growth & IDCW (Payout / Reinvestment) |
| Risk band | Higher Risk - Risk band level 5 |
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.
WSIF's QUBOID Approach To Investing
Q
Quantitative Validation
U
Underlying Growth Vectors/ Megatrends
B
Behavioural and Probabilistic Investing
O
Orthogonal Factors
I
Investment Hypothesis
D
Drawdown Control & Asymmetric Upside
Essence
Data-driven screening with an aim to build a high-quality investible universe
Focus on long-term multi decade megatrends shaping economic behaviour.
Prepare for multiple outcomes instead of one forecast.
Identify hidden value, catalysts, and special situations.
Clearly defined investment hypothesis for every portfolio constituent.
Risk limits are defined before return targets. Portfolio level Volatility and risk assessment.
Q
Quantitative Validation
Data-driven screening with an aim to build a high-quality investible universe
U
Underlying Growth Vectors/ Megatrends
Focus on long-term multi decade megatrends shaping economic behaviour.
B
Behavioural and Probabilistic Investing
Prepare for multiple outcomes instead of one forecast.
O
Orthogonal Factors
Identify hidden value, catalysts, and special situations.
I
Investment Hypothesis
Clearly defined investment hypothesis for every portfolio constituent.
D
Drawdown Control & Asymmetric Upside
Risk limits are defined before return targets. Portfolio level Volatility and risk assessment.
The above is the framework currently adopted by the fund and is subject to change in accordance with the provisions of the Information strategy information document (ISID) and depending on the market conditions.
WSIF Equity Long-Short Fund
Risk band Level 5
Risk band Level 5
NIFTY 500 Total Return Index (TRI)
Risk band Level 5
Risk band Level 5
NIFTY 500 Total Return Index (TRI)
*The Risk Band has been as specified by AMFI.
Product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the investment strategy characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
Offer of units of Rs. 10 each for cash during the New Fund Offer and Continuous offer for Units at NAV based prices.
WSIF Equity Long-Short Fund
