Fort Capital Investment Advisory PMS strategies
Fort Capital Investment Advisory runs 3 portfolio management strategies listed with APMI, managing ₹229 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Fort Dynamic | Equity | ISHAN THAKKAR | ₹209 Cr | — | — | 2% fixed or 1.25% + 15% of profits over 0% | ₹50 Lakhs | Sep 2026 |
| Fort Value | Equity | ISHAN THAKKAR | ₹13.55 Cr | +14.30% | +5.09 pts | 2% fixed or 2% + 20% of profits over 12% | ₹50 Lakhs | Sep 2026 |
| India Multi Cap - GARP | Equity | — | ₹6.43 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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