Fortuna Asset Managers LLP • Equity
Fortuna One is an equity portfolio management service (PMS) strategy run by Fortuna Asset Managers LLP, launched on 4 Jul 2023. As of 30 Sep 2026, it manages ₹99.04 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +10.65% over 1 year and +24.06% over 3 years (+27.42% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 14.86 percentage points ahead of its benchmark. Its 3-year return ranks 14th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Gurvinder Singh Juneja.
Ranked nearby on 3-year return: Dynamo (+24.37%), India Resurgent (+24.30%), Alpha Large Cap (+23.90%), Sisop (+23.80%).
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 | +1.59% |
| 3 Months | +3.27% |
| 1 Year | +10.65% |
| 3 Years | +24.06% |
| Since Inception | +27.42% |
| management fee | Fixed Fees: Fixed Fee Upto 1.75% |
| performance fee | Variable Fees: Hurdle: 10% Fee Sharing: 20% |
| exit load | 1st Year: Upto 3% 2nd Year: Upto 2% 3rd Year: Upto 1% After that 0 |
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 callFortuna One has a 1-year return of +10.65%, a 3-year return of +24.06% and +27.42% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Fortuna One returned +24.06% against +9.20% for the BSE 500 TRI, 14.86 percentage points ahead. Over 1 year it returned +10.65% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Fortuna One's 3-year return of +24.06% ranks 14th as of 30 Sep 2026.
Fortuna One is managed by Gurvinder Singh Juneja at Fortuna Asset Managers. The strategy manages ₹99.04 Cr of client assets as of 30 Sep 2026.
Fortuna One manages ₹99.04 Cr of client assets as of 30 Sep 2026.
The fee structure for Fortuna One includes: management fee: Fixed Fees: Fixed Fee Upto 1.75%; performance fee: Variable Fees: Hurdle: 10% Fee Sharing: 20%; exit load: 1st Year: Upto 3% 2nd Year: Upto 2% 3rd Year: Upto 1% After that 0.
The minimum investment for Fortuna One is ₹50 Lakhs.
Fortuna One was launched on 4 Jul 2023. It has a 3-year track record.
Description
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