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Counter Cyclical - Diversified Long Term Value

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Counter Cyclical - Diversified Long Term Value

Counter Cyclical - Diversified Long Term Value

  • Counter Cyclical Investments Pvt Ltd
  • SMALL CAP
  • 1
    Out of 12*
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Portfolio age 5 years, 8 months
-6.24%
-3.43%
Hurdle Rate** 10.00%
Fixed fee No Option
Min. Investment ₹50 Lac
*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 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (98.28%)
CASH AND EQUIVALENT (1.48%)
OTHERS (0.25%)
Allocation by Market Cap
Small Cap (95.54%)
Large Cap (2.45%)
Mid Cap (0.29%)
Sector Holdings
  • Capital Goods 20.30%
  • Fast Moving Consumer Goods 16.01%
  • Chemicals 15.81%
  • Consumer Services 10.26%
  • Healthcare 8.59%
Stock Holdings
  • Venky's (India) ltd 7.60%
  • MPS Limited 5.80%
  • Garware Hi-Tech Films Limited 5.39%
  • Ambika Cotton Mills Ltd 3.38%
  • Jenburkt Pharmaceuticals Ltd 3.19%

PORTFOLIO MANAGERS

Gunit Singh Narang
  • Manager Rank 1 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹614.39 Cr
  • Highest Return In 1 Yr 25.21%
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
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
614.39
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
6 Out of 25
Fixed Fee
No Option
Scheme Return
-6.24%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Counter Cyclical - Diversified Long Term Value
1Out of 1
-6.24%
-3.43%
S&P BSE 500 TRI
SMALL CAP
₹614.39 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
614.39 (As on Jan, 2025)
Inception Date
Jul 3, 2019
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
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 SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
614.39
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 25
Fixed Fee
No Option
Scheme Return
-6.24%
Benchmark Return
-3.43%
Aequitas - India Opportunities Product
AUM (₹ Cr)
2715.39
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
2.00%
Scheme Return
0.98%
Benchmark Return
-0.45%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.50%
Scheme Return
-3.72%
Benchmark Return
-3.43%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
2.00%
Scheme Return
-4.49%
Benchmark Return
-3.43%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.00%
Scheme Return
-4.90%
Benchmark Return
-3.43%
NAFA - Small Cap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
Scheme Return
-6.20%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Counter Cyclical - Diversified Long Term Value
1Out of 25
-6.24%
-3.43%
S&P BSE 500 TRI
SMALL CAP
10.00%
₹614.39 Cr.
Aequitas - India Opportunities Product
1Out of 25
0.98%
-0.45%
Nifty 50 TRI
SMALL CAP
No Option
₹2715.39 Cr.
Sundaram Alternates - Rising Stars
1Out of 25
-3.72%
-3.43%
S&P BSE 500 TRI
SMALL CAP
10%
₹UNDISC. Cr.
Fort Capital - Value Fund
1Out of 25
-4.49%
-3.43%
S&P BSE 500 TRI
SMALL CAP
12.00%
₹UNDISC. Cr.
FACTORALPHA SMALLCAP PMS
1Out of 25
-4.90%
-3.43%
S&P BSE 500 TRI
SMALL CAP
10.00%
₹UNDISC. Cr.
NAFA - Small Cap Portfolio
1Out of 25
-6.20%
-3.43%
S&P BSE 500 TRI
SMALL CAP
No Option
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Counter Cyclical Investments Pvt Ltd
Counter Cyclical Investments Pvt Ltd manages assets worth Rs 614.39 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

614.39 (As on Jan, 2025)

Number of Schemes

1
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹614.39 Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
6 Out of 25
Fixed Fee
No Option
Strategy Return
-6.24%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Counter Cyclical - Diversified Long Term Value
1Out of 1
-6.24%
-3.43%
S&P BSE 500 TRI
10.00%
SMALL CAP
₹614.39 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’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 ?
The variable fee charged in Counter Cyclical - Diversified Long Term Value is No Option .
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 Lac
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 3, 2019 .
What is the exit load of Counter Cyclical - Diversified Long Term Value?
Exit load is 0%

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