Diviniti Equity Long Short Fund - Regular Plan Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.84% | +6.32% | -0.48% |
| 3 Months | -2.74% | -0.20% | -2.54% |
| 6 Months | -1.62% | +5.98% | -7.60% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -8.81% | +4.03% | -12.84% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-01-05 | 2026-10-23 | -15.6% | 10 months | Not yet recovered |
Portfolio & Asset Allocation
Investment Objective & Strategy
To generate long-term capital appreciation from a diversified portfolio that dynamically invests in equity and equity-related securities, including limited short exposure in equity through derivative instruments of companies across various market capitalisation.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 300 cr (AMFI Quarterly AAUM (All Plans) as of 2026-09-30). Positioned as small relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI HEALTHCARE OPPORTUNITIES FUND | 7.2 | +23.97% | 1.98% | 43.4% | Rs 6,504 cr | Compare → |
| UTI Healthcare Fund | 7.0 | +22.74% | 2.20% | 57.0% | Rs 1,536 cr | Compare → |
| Mirae Asset Healthcare Fund | 7.9 | +22.67% | - | 45.7% | Rs 3,828 cr | Compare → |
| Nippon India Taiwan Equity fund | 7.2 | +45.47% | 2.39% | -77.2% | Rs 806 cr | Compare → |
| DSP Healthcare Fund | 8.0 | +20.31% | 2.04% | 53.2% | Rs 3,946 cr | Compare → |
Frequently Asked Questions about Diviniti Equity Long Short Fund
What is the expense ratio of Diviniti Equity Long Short Fund?
The expense ratio for Diviniti Equity Long Short Fund is currently not reported.
Who manages Diviniti Equity Long Short Fund?
Manager tenure details are not reported.
What are the historical returns of Diviniti Equity Long Short Fund?
Diviniti Equity Long Short Fund has a 1-year return of -.
How large is Diviniti Equity Long Short Fund?
Diviniti Equity Long Short Fund manages assets of Rs 300 cr, placing it in the 'small' size band relative to Sectoral / Thematic peers.
How is Diviniti Equity Long Short Fund scored on MFIQ?
Diviniti Equity Long Short Fund has insufficient history to receive a composite MFIQ score.
How risky is Diviniti Equity Long Short Fund?
Diviniti Equity Long Short Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -15.58%.