WSIF Equity Long-Short Fund Launched With Focus on Diversified Equity Exposure and Tactical Hedging

Mumbai, January 11, 2026 – WSIF has introduced its Equity Long-Short Fund, an open-ended investment strategy designed to generate long-term capital appreciation through a diversified portfolio of listed equities and equity-related instruments, while also using limited short exposure through derivatives to manage downside risk across market cycles.

Investment Objective and Strategy Overview​

The WSIF Equity Long-Short Fund aims to deliver sustained capital growth by combining long-only equity investments with selective short positions. The strategy allows participation in rising markets while seeking to cushion volatility during market corrections through tactical derivative positioning.
The portfolio primarily focuses on fundamentally strong companies across market capitalisations, sectors, and themes, supported by active risk management through derivatives.

Asset Allocation Framework​

Under normal market conditions, the investment strategy follows a flexible allocation model:
The strategy may deploy fully hedged, partially hedged, or unhedged positions depending on prevailing market conditions, valuation signals, and volatility trends.

Use of Derivatives and Risk Management​

The fund employs a structured approach to derivatives, including index and stock futures and options. Short strategies may be used selectively to benefit from overvalued segments, sectoral weakness, or broader market corrections. These positions are actively monitored with predefined risk limits to manage potential drawdowns.
Debt and money market instruments are used primarily for liquidity management and portfolio stability, ensuring the ability to meet redemptions and margin requirements without disrupting core equity holdings.

Benchmark and Performance Measurement​

The performance of the investment strategy is benchmarked against the NIFTY 500 Total Return Index, reflecting broad market exposure across large, mid, and small-cap stocks, along with reinvested dividends.
As this is a newly launched strategy, historical performance data is not yet available.

Liquidity, Subscription, and Redemption​

The WSIF Equity Long-Short Fund is open-ended and offers daily subscription and redemption on business days at applicable net asset values. There is no entry or exit load. Redemption proceeds are expected to be processed within normal settlement timelines.
The face value per unit during the new fund offer is set at ₹10.

Minimum Investment and Plans​

The minimum initial investment amount is ₹10 lakh, with additional investments permitted thereafter. The fund offers both Direct and Regular plans, each with Growth and Income Distribution cum Capital Withdrawal options. The Growth option is the default selection.
Systematic investment, withdrawal, and transfer facilities are available after the strategy reopens for continuous transactions.

Fund Management​

The investment strategy is managed by Chinmay Sathe, who brings over two decades of experience in fund management and equity research across leading asset management platforms. His background includes extensive exposure to equity markets, portfolio construction, and risk-adjusted investment strategies.

Expense Structure​

The total expense ratio is estimated to be capped at 2.25 percent of daily net assets, with lower expenses applicable under the Direct Plan due to the absence of distribution-related costs.

About the Investment Strategy​

The WSIF Equity Long-Short Fund is positioned for investors seeking a dynamic equity strategy that blends long-term growth potential with tactical downside protection. The approach is suited for investors with a higher risk appetite who are comfortable with market-linked returns and derivative-based portfolio management.
The strategy does not offer any guaranteed or assured returns, and investment outcomes will vary based on market conditions and portfolio positioning.

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