SEBI Reg. Investment Advisor

Download App

MoneyWorks4Me

FAQ : Diviniti Equity Long Short Fund - Growth - Direct Plan

Diviniti Equity Long Short Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Diviniti Equity Long Short Fund - Growth - Direct Plan is ₹957.42.

It is better to invest in a fund with a longer track record as Diviniti Equity Long Short Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

Diviniti Equity Long Short Fund - Growth - Direct Plan fund’s expense ratio is 0.87%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Diviniti Equity Long Short Fund - Growth - Direct Plan is currently ₹382 Crores.

The Top three stocks are HDFC Bank, Bajaj Finance and Reliance Industries and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 41% of fund’s portfolio respectively.

Top three sectors of Diviniti Equity Long Short Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and IT accounting for 60% of the total portfolio.

Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Diviniti Equity Long Short Fund - Growth - Direct Plan Fund is Equity - Large Cap Fund.

Vasav Sahgal and Rajesh Bhatia manage the Diviniti Equity Long Short Fund - Growth - Direct Plan Fund.

Diviniti Equity Long Short Fund - Growth - Direct Plan current PE ratio is 25.58 and PB ratio is 4.68

The asset allocation of Diviniti Equity Long Short Fund - Growth - Direct Plan is Stocks : 69.55%, Debt : 30.47% and Gold : 0%

The minimum SIP amount for Diviniti Equity Long Short Fund - Growth - Direct Plan is ₹5000.00 and minimum lumpsum is ₹1000000.00

The exit load for Diviniti Equity Long Short Fund - Growth - Direct Plan is Nil upto 10% of units and 0.50% for remaining units on or before 6 months, Nil after 6 months

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

×