Fortitude Fund Management llp • PMS
Long Only Contrarian Value Investing is a portfolio management service (PMS) strategy run by Fortitude Fund Management llp, launched on 10 Sep 2026. As of 30 Sep 2026, it manages ₹2.89 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Abhishek Shah.
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 |
|---|---|
| Since Inception | -4.19% |
| management fee | Fixed Fees: AMC Charge - 1.5% to 2.5% |
| performance fee | Variable Fees: Option 1 AMC - 1.5% to 2.5% Hurdle - 0 Profit Sharing - 0 Option 2 AMC - NILL Hurdle - 0 Profit Sharing - 10% to 15% |
| exit load | 1st year - 3% 2nd year - 2% 3rd year - 1% |
Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.
Talk to a PMS AdvisorLong Only Contrarian Value Investing has returned -4.19% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Long Only Contrarian Value Investing is managed by Abhishek Shah at Fortitude Fund Management. The strategy manages ₹2.89 Cr of client assets as of 30 Sep 2026.
Long Only Contrarian Value Investing manages ₹2.89 Cr of client assets as of 30 Sep 2026.
The fee structure for Long Only Contrarian Value Investing includes: management fee: Fixed Fees: AMC Charge - 1.5% to 2.5%; performance fee: Variable Fees: Option 1 AMC - 1.5% to 2.5% Hurdle - 0 Profit Sharing - 0 Option 2 AMC - NILL Hurdle - 0 Profit Sharing - 10% to 15%; exit load: 1st year - 3% 2nd year - 2% 3rd year - 1%.
The minimum investment for Long Only Contrarian Value Investing is ₹50 Lakhs.
Long Only Contrarian Value Investing was launched on 10 Sep 2026.
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