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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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Portfolio age6 years
3.39%
3.68%
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 30/06/2025)
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 (1.31%)
Allocation by Market Cap
Small Cap (96.58%)
Mid Cap (0.31%)
Large Cap (1.8%)
Sector Holdings
  • Capital Goods20.15%
  • Chemicals17.56%
  • Fast Moving Consumer Goods12.65%
  • Healthcare8.19%
  • Consumer Services7.61%
Stock Holdings
  • Venky's (India) ltd5.63%
  • Garware Hi-Tech Films Limited4.81%
  • MPS Limited3.86%
  • Jenburkt Pharmaceuticals Ltd3.1%
  • Ambika Cotton Mills Ltd3.06%

bt_logoPORTFOLIO MANAGERS

Gunit Singh Narang
  • Manager Rank4 Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM770.29
  • Highest Return In 1 Yr15.25%
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
  • table
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Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹770.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
13 Out of 25
Fixed Fee
No Option
Scheme Return
3.39%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
770.29
(As on Jun, 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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹770.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
13 Out of 25
Fixed Fee
No Option
Scheme Return
3.39%
Benchmark Return
3.68%
Hem securities - India Rising SME Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
Scheme Return
6.81%
Benchmark Return
3.43%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.00%
Scheme Return
6.12%
Benchmark Return
3.68%
Equitree - Emerging Opportunities
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
No Option
Scheme Return
5.9%
Benchmark Return
3.68%
Dynamo
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
5.24%
Benchmark Return
3.68%
Transformative Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
Scheme Return
4.72%
Benchmark Return
3.68%
*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 770.29 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

770.29 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹770.29 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
13 Out of 25
Fixed Fee
No Option
Scheme Return
3.39%
Benchmark Return
3.68%
*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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