Upcoming NFO: The Wealth Company Mutual Fund Files Drafts for First SIFs - Equity Long Short and Equity Ex-Top 100 Long Short

The Wealth Company Mutual Fund has filed draft documents for two specialised investment strategies under its Wealth Select Investment Fund (WSIF) platform.  

The WSIF platform received approval from the market regulator in November 2025. This approval allows the fund house to offer specialised investment funds within the mutual fund framework. 

Details of Proposed Strategies 

The draft filings relate to the WSIF Equity Long-Short Fund and the WSIF Equity Ex-Top 100 Long-Short Fund. Both strategies are structured as long-short equity funds.  

They propose to invest mainly in listed equities and equity-related instruments, while using derivative instruments to take limited short positions. 

Investment Scope 

The WSIF Equity Long-Short Fund is proposed to invest across the broader equity market without restrictions linked to market capitalisation.  

The WSIF Equity Ex-Top 100 Long-Short Fund will focus on companies outside the top 100 by market value, with exposure largely to mid-cap and small-cap stocks. 

Investment Objective and Benchmark 

As per the draft documents, the objective of both strategies is to generate long-term capital appreciation. The NIFTY 500 Total Return Index (TRI) has been selected as the benchmark for both funds. The index covers a wide section of the listed equity market. 

Offer and Pricing Structure 

Units of both strategies will be offered at a face value of ₹10 during the new fund offer period. After the NFO, units will be available at prices linked to the applicable net asset value. The strategies are expected to reopen for continuous sale and repurchase within five business days after allotment. 

Liquidity and Settlement 

Subscriptions and redemptions will be permitted on all business days. According to the filings, redemption proceeds are proposed to be dispatched within three working days under normal circumstances. The units are not proposed to be listed on any stock exchange. 

Chinmay Sathe has been appointed as Chief Investment Officer and Head – SIF at The Wealth Company. He will oversee the specialised investment fund business under the WSIF platform. 

Read More: Wealth Company Mutual Fund Launched Gold ETF FoF: Subscription Open till January 23! 

Conclusion 

The draft filings outline the structure, investment approach, and operational features of The Wealth Company Mutual Fund’s first specialised investment strategies following regulatory approval of its WSIF platform. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.