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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 15*
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PMS Bazaar
Portfolio age7 years, 1 month
4.38%
1.73%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.6%)
Allocation by Market Cap
Small Cap (97.4%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
  • Capital Goods18.53%
  • Chemicals17.12%
  • Fast Moving Consumer Goods11.86%
  • Textiles9.53%
  • Healthcare7.04%
Stock Holdings
  • Venky's (India) ltd.4.09%
  • Ambika Cotton Mills Ltd.2.84%
  • Cash & Cash Equivalents2.6%
  • Pix Transmissions Ltd.2.58%
  • Hester Biosciences Ltd2.48%

PORTFOLIO MANAGERS

Gunit Singh Narang
  • Manager Rank4 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1025.6
  • Highest Return In 1 Yr4%
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)
₹1,025.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
1 Out of 27
Fixed Fee
No Option
Scheme Return
4.38%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
1025.60
(As on Jul, 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

FEE 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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INVESTMENT 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.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹1,025.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
No Option
Scheme Return
4.38%
Benchmark Return
1.73%
SageOne - Small Cap Portfolio
AUM (₹ Cr)
₹1,280.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
4.3%
Benchmark Return
1.7%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
No Option
Scheme Return
4.02%
Benchmark Return
1.73%
Nine Rivers Capital - Aurum Small Cap Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 27
Fixed Fee
2.00%
Scheme Return
3.85%
Benchmark Return
1.73%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
3.01%
Benchmark Return
1.73%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 27
Fixed Fee
No Option
Scheme Return
2.93%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Counter Cyclical Investments Pvt Ltd
Counter Cyclical Investments Pvt Ltd manages assets worth Rs 971.67 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

971.67 (As on Jun, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹1,025.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
1 Out of 27
Fixed Fee
No Option
Scheme Return
4.38%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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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