Counter Cyclical - Diversified Long Term Value
EQUITY SMALL CAP
Diversified portfolio of high quality small caps available at a discount.
+22.96%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
03 Jul '19
Total AUM
₹805.07Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.3%
Cash1.6%
Equity market cap split
Small Cap94.0%
Large Cap1.3%
Mid Cap0.5%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
GSGunit Singh NarangView details
GS
Gunit Singh Narang
View details
About
MA Economics from Delhi School of Economics (DSE) NISM certified. Half decade experience in credit risk management & market research at American Express & Wells Fargo.
Experience
Over 5 years of experience in the financial services industry.
Investment philosophy
Specializes in credit risk management and market research.
Previously worked at
- American Express
- Wells Fargo
PMS house
Counter Cyclical Investments Pvt Ltd
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