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Counter Cyclical - Diversified Long Term Value
Counter Cyclical - Diversified Long Term Value

Counter Cyclical - Diversified Long Term Value

  • Counter Cyclical Investments Pvt Ltd
  • Small Cap
  • 2
    Out of 14*
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Portfolio age6 years, 12 months
4.53%
-0.17%
Hurdle Rate**10.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (3.87%)
Allocation by Market Cap
Small Cap (96.03%)
Mid Cap (0.23%)
Large Cap (0.1%)
Sector Holdings
  • Capital Goods18.62%
  • Chemicals17.3%
  • Fast Moving Consumer Goods11.75%
  • Textiles9.92%
  • Healthcare7.09%
Stock Holdings
  • Venky's (India) ltd.4.3%
  • Cash & Cash Equivalents3.87%
  • Ambika Cotton Mills Ltd.2.77%
  • Garware Hi-Tech Films Limited2.56%
  • Hester Biosciences Ltd2.42%

bt_logoPORTFOLIO MANAGERS

Gunit Singh Narang
  • Manager Rank5 Out of 16
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM942.31
  • Highest Return In 1 Yr-3.12%
Profile

MA Economics from Delhi School of Economics (DSE) NISM certified. Half decade experience in credit risk management & market research at American Express & Wells Fargo.

Other Schemes
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Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹942.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
8 Out of 27
Fixed Fee
No Option
Scheme Return
4.53%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
942.31
(As on May, 2026)
Inception Date
Jul 03, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
Performance Fee 20% Over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

To generate maximum risk adjusted returns for our clients.

Investment Approach

Diversified portfolio of high quality small caps with strong, competent & honest management, available at a discount.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹942.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
8 Out of 27
Fixed Fee
No Option
Scheme Return
4.53%
Benchmark Return
-0.17%
Green Portfolio - Super 30 Dynamic
AUM (₹ Cr)
₹230.55 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
2.25%
Scheme Return
10.57%
Benchmark Return
-0.17%
NMR Growth Strategy
AUM (₹ Cr)
₹62.56 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
9.79%
Benchmark Return
-0.17%
Alpha Small Cap
AUM (₹ Cr)
₹7.68 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
2.50%
Scheme Return
5.76%
Benchmark Return
-0.17%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
₹87.91 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 27
Fixed Fee
No Option
Scheme Return
5.76%
Benchmark Return
-0.17%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
₹106.95 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
5.73%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Counter Cyclical Investments Pvt Ltd
Counter Cyclical Investments Pvt Ltd manages assets worth Rs 942.31 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

942.31 (As on May, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹942.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
8 Out of 27
Fixed Fee
No Option
Scheme Return
4.53%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Counter Cyclical - Diversified Long Term Value?
The hurdle rate of Counter Cyclical - Diversified Long Term Value is 10.00%.
What is the fixed fee charged in Counter Cyclical - Diversified Long Term Value ?
The fixed fee charged in Counter Cyclical - Diversified Long Term Value is No Option.
What is the variable fee charged in Counter Cyclical - Diversified Long Term Value ?
There is no option for Variable fee.
What is the profit sharing in Counter Cyclical - Diversified Long Term Value ?
The profit sharing in Counter Cyclical - Diversified Long Term Value is Performance Fee 20% Over 10% Hurdle.
What is the minimum investment in Counter Cyclical - Diversified Long Term Value ?
The minimum investment in Counter Cyclical - Diversified Long Term Value is ₹50 Lacs
What type of scheme is Counter Cyclical - Diversified Long Term Value?
Counter Cyclical - Diversified Long Term Value is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Counter Cyclical - Diversified Long Term Value?
The inception date of Counter Cyclical - Diversified Long Term Value is Jul 03, 2019.
What is the exit load of Counter Cyclical - Diversified Long Term Value?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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