Category: Flexi Cap·Dominant allocation: Small Cap
Counter Cyclical's Diversified Long Term Value is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Gunit Singh Narang, operational since Jul 2019. Benchmark: BSE 500 TRI.
AUM
₹972 Cr
Min investment
₹50 L
Inception
Jul 2019
Fund manager
Gunit Singh Narang
About this strategy
The Counter cyclical diversified long term equity value strategy follows QiD i.e. Quality in Downturn to pick Small cap Blue-chip companies with high market share, RoCE & growth, which are temporarily going through a cyclical downturn in their business & whose stock price has been disproportionately hammered down by the markets.
Performance
Returns (TWRR)
6M
+8.0%
1Y
-2.9%
5Y
+31.0%
Since inception
+44.8%
Alpha
6M
+11.5%
1Y
-0.9%
5Y
+18.7%
Since inception
—
BSE 500 TRI
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+14.2%
Positive alpha over 5Y but not 1Y — classified as Long-Term Performer
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Jul 2019)
₹13.8 CrStrategy
₹2.6 CrBSE 500 TRI
201920212025Today
Hypothetical illustration based on published TWRR over 7.1 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
What is Counter Cyclical Diversified Long Term Value PMS?
Counter Cyclical Diversified Long Term Value is a Flexi Cap Portfolio Management Services (PMS) strategy managed by Gunit Singh Narang, operational since Jul 2019. The Counter cyclical diversified long term equity value strategy follows QiD i.e. Quality in Downturn to pick Small cap Blue-chip companies with high market share, RoCE & growth, which are temporaril...
What are the returns of Counter Cyclical Diversified Long Term Value?
As of the latest monthly update, Counter Cyclical Diversified Long Term Value has delivered -2.9% over 1 year and 31% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is -0.9%.
What is the minimum investment for Counter Cyclical Diversified Long Term Value?
The minimum investment for Counter Cyclical Diversified Long Term Value Portfolio Management Services is ₹50 L. The fixed fee is As per agreed contrat terms. A high watermark applies, meaning performance fees are charged only on new highs.
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
