- Manager
- Counter Cyclical Investments
- Service
- Discretionary
- Asset class
- Equity
Diversified Long Term Value
+13.44%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Counter Cyclical Investments’ Diversified Long Term Value returned 13.44% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,089 crore across its clients.
Key numbers
- AUM
- ₹1,089 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.64×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.77% | −5.57% | +4.80% |
| 3 months | +8.63% | −3.59% | +12.22% |
| 6 months | +44.07% | +8.07% | +36.00% |
| 1 year | +13.44% | −2.33% | +15.77% |
| 2 years | +3.38% | −3.93% | +7.31% |
| 3 years | +17.62% | +9.21% | +8.41% |
| 4 years | +25.43% | +11.22% | +14.21% |
| 5 years | +26.26% | +8.91% | +17.35% |
| Since inception | +44.54% | +13.13% | +31.41% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.76%₹1,076 Cr
- Cash and other1.24%₹13.53 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹32.37 Cr
- Outflow, Sep 2026
- ₹21.53 Cr
- Net, Sep 2026
- ₹10.84 Cr
- Net, FY to date
- ₹57.48 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.64×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Diversified Long Term Value returned?
13.44% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.77%; 3 months: 8.63%; 6 months: 44.07%; 1 year: 13.44%; 2 years: 3.38%; 3 years: 17.62%; 4 years: 25.43%; 5 years: 26.26%; Since inception: 44.54%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 15.77 percentage points ahead.
How much does Diversified Long Term Value manage?
₹1,089 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Diversified Long Term Value?
Counter Cyclical Investments, a SEBI-registered portfolio manager (INP000006554), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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