FORTUNE WEALTH MANAGEMENT CO INDIA P LTD • Equity
Multicap Value Fund is an equity portfolio management service (PMS) strategy run by FORTUNE WEALTH MANAGEMENT CO INDIA P LTD, launched on 3 Jun 2024. As of 30 Sep 2026, it manages ₹354 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.35% over 1 year (+3.95% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 4.68 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by JOSE C ABARAHM.
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 | -6.10% |
| 3 Months | -5.91% |
| 1 Year | +2.35% |
| Since Inception | +3.95% |
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 callMulticap Value Fund has a 1-year return of +2.35% and +3.95% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Multicap Value Fund returned +2.35% against -2.33% for the BSE 500 TRI, 4.68 percentage points ahead. Figures as of 30 Sep 2026.
Multicap Value Fund is managed by JOSE C ABARAHM at Fortune Wealth Management CO India. The strategy manages ₹354 Cr of client assets as of 30 Sep 2026.
Multicap Value Fund manages ₹354 Cr of client assets as of 30 Sep 2026.
The minimum investment for Multicap Value Fund is ₹50 Lakhs.
Multicap Value Fund was launched on 3 Jun 2024. It has a 2-year track record.
Description
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