Fortune Wealth Management CO India PMS strategies
Fortune Wealth Management CO India runs 2 portfolio management strategies listed with APMI, managing ₹401 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 |
|---|---|---|---|---|---|---|---|---|
| Multicap Value Fund | Equity | JOSE C ABARAHM | ₹375 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Quantitative Alpha Fund | Multi Asset | — | ₹25.71 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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