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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Counter Cyclical - Diversified Long Term Value
Fund Summary
Category SMALL CAP
AUM (₹ cr) 614.39
Fixed Fee No Option
Variable Fee No Option
Hurdle Rate 10.00%
Profit Sharing Performance Fee 20% Over 10% Hurdle
Benchmark S&P BSE 500 TRI
Portfolio Age 5 years, 8 months
Trailing Returns
Portfolio Manager
Gunit Singh Narang
Gunit Singh Narang
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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 2.45%
  • Mid Cap 0.29%
  • Small Cap 95.54%
Sector Holdings
Capital Goods
20.3%
Chemicals
15.81%
Consumer Services
10.26%
Fast Moving Consumer Goods
16.01%
Healthcare
8.59%
Stock Holdings
Ambika Cotton Mills Ltd
3.38%
Garware Hi-Tech Films Limited
5.39%
Jenburkt Pharmaceuticals Ltd
3.19%
MPS Limited
5.8%
Venky's (India) ltd
7.6%
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Not Available
Exit Load Exit load is 0%
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