Gunit Singh Narang
Fund Manager
MA Economics from Delhi School of Economics (DSE) NISM certified. Half decade experience in credit risk management & market research at American Express & Wells Fargo.
Diversified Long Term Value
Counter Cyclical Investments Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
3 July 2019
Min. Investment
₹50,00,000
AUM (Cr.)
₹788.53
SIP Available
No
STP Available
No
Investment Strategy
Investment Approach
Diversified portfolio of high quality small caps with strong, competent & honest management, available at a discount.
Investment Objective
To generate maximum risk adjusted returns for our clients.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.73% | -0.24% | -1.49% |
| 3 MONTHS | -3.54% | 5.02% | -8.56% |
| 6 MONTHS | -10.30% | 1.63% | -11.93% |
| 1 YEAR | -12.55% | 7.63% | -20.18% |
| 2 YEAR | 11.75% | 11.64% | 0.11% |
| 3 YEAR | 25.11% | 16.40% | 8.71% |
| 5 YEAR | 43.86% | 16.82% | 27.04% |
| SINCE INCEPTION | 47.03% | 16.03% | 31.00% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 0.00% |
| CY 2024 | 42.89% |
| CY 2023 | 56.82% |
| CY 2022 | 29.26% |
| CY 2021 | 143.42% |
| CY 2020 | 117.37% |
| CY 2019 | -8.25% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 5.40% |
| FY 25 | 23.06% |
| FY 24 | 53.73% |
| FY 23 | 18.33% |
| FY 22 | 120.73% |
| FY 21 | 263.08% |
| FY 20 | -35.25% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
1.34%
Mid Cap
0.52%
Small Cap
95.53%
Cash & Equivalent
1.64%
Top 5 Holdings
- Venky's (India) ltd. 5.46%
- Garware Hitech Films Ltd 3.40%
- MPS Limited 2.80%
- Ambika Cotton Mills Ltd. 2.49%
- Jenburkt Pharmaceuticals Ltd. 2.47%
Top 5 Sectors
- Capital Goods 19.38%
- Chemicals 17.52%
- Fast Moving Consumer Goods 12.72%
- Textiles 8.31%
- Healthcare 7.48%
Portfolio Characteristics
total number of stocks
161
top 5 stocks percent
16.62%
top 5 sectors percent
65.41%
average market cap
N/A
portfolio age
6 Yrs, 5 Months
sip
Not Available
stp
Not Available
Fee Structure
Variable Fee
AMC: No Option
Hurdle: 10.00%
Profit Sharing: Performance Fee 20% Over 10% Hurdle
Exit Load
Year 1: 2%
Year 2: 0%
Year 3: 0%
Disclaimer
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)