Fortuna Asset Managers PMS strategies
Fortuna Asset Managers runs 3 portfolio management strategies listed with APMI, managing ₹101 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 |
|---|---|---|---|---|---|---|---|---|
| Fortuna One | Equity | Gurvinder Singh Juneja | ₹95.46 Cr | +23.80% | +11.71 pts | up to 1.75% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Fortuna Two | Debt | — | ₹5.95 Cr | — | — | — | ₹50 Lakhs | — |
| Fortuna Three - Multi Asset Growth Strategy | Multi Asset | — | ₹0.02 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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