FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED • Equity
Fort Dynamic is an equity portfolio management service (PMS) strategy run by FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED, launched on 3 Jan 2024. As of 30 Sep 2026, it manages ₹209 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.29% over 1 year (+15.80% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 12.38 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by ISHAN THAKKAR.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.59% |
| 3 Months | +0.77% |
| 1 Year | +5.29% |
| Since Inception | +15.80% |
| management fee | Fixed Fees: AMC CHARGE 2% |
| performance fee | Variable Fees: AMC - 1.25% Hurdle - 0% Profit Sharing - 15% |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callFort Dynamic has a 1-year return of +5.29% and +15.80% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Fort Dynamic returned +5.29% against -7.09% for the Nifty 50 TRI, 12.38 percentage points ahead. Figures as of 30 Sep 2026.
Fort Dynamic is managed by ISHAN THAKKAR at Fort Capital Investment Advisory. The strategy manages ₹209 Cr of client assets as of 30 Sep 2026.
Fort Dynamic manages ₹209 Cr of client assets as of 30 Sep 2026.
The fee structure for Fort Dynamic includes: management fee: Fixed Fees: AMC CHARGE 2%; performance fee: Variable Fees: AMC - 1.25% Hurdle - 0% Profit Sharing - 15%; exit load: NIL.
The minimum investment for Fort Dynamic is ₹50 Lakhs.
Fort Dynamic was launched on 3 Jan 2024. It has a 2-year track record.
Description
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