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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
  • 1
    Out of 13*
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PMS Bazaar
Portfolio age6 years, 1 month
-2.53%
-2.71%
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 31/07/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.28%)
Allocation by Market Cap
Small Cap (96.69%)
Mid Cap (0.32%)
Large Cap (1.31%)
Sector Holdings
  • Capital Goods19.29%
  • Chemicals17.78%
  • Fast Moving Consumer Goods12.8%
  • Healthcare8.41%
  • Consumer Services6.98%
Stock Holdings
  • Venky's (India) ltd5.41%
  • Garware Hi-Tech Films Limited3.95%
  • MPS Limited3.35%
  • Jenburkt Pharmaceuticals Ltd3.1%
  • Ambika Cotton Mills Ltd3.06%

bt_logoPORTFOLIO MANAGERS

Gunit Singh Narang
  • Manager Rank5 Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM772.89
  • Highest Return In 1 Yr3.16%
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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Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹772.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
23 Out of 26
Fixed Fee
No Option
Scheme Return
-2.53%
Benchmark Return
-2.71%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
772.89
(As on Jul, 2025)
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

  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹772.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
23 Out of 26
Fixed Fee
No Option
Scheme Return
-2.53%
Benchmark Return
-2.71%
Micro Marvels Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 26
Fixed Fee
2.50%
Scheme Return
4.27%
Benchmark Return
-2.71%
Qode Future Horizons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 26
Fixed Fee
No Option
Scheme Return
2.91%
Benchmark Return
-2.71%
ithought - VRDDHI
AUM (₹ Cr)
₹430.40 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 26
Fixed Fee
No Option
Scheme Return
2.87%
Benchmark Return
-2.71%
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹3,453.21 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 26
Fixed Fee
No Option
Scheme Return
1.95%
Benchmark Return
-2.77%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 26
Fixed Fee
2.00%
Scheme Return
1.77%
Benchmark Return
-2.71%
*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 773.70 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

773.70 (As on Jul, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹772.89 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
23 Out of 26
Fixed Fee
No Option
Scheme Return
-2.53%
Benchmark Return
-2.71%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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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