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Fort Capital
Fort Capital · Portfolio Management Services
Value Fund is a PMS (Portfolio Management Services) strategy from Fort Capital. It has returned +23.70% over 1 year, +14.30% over 3 years, +17.20% over 5 years, as reported by the fund manager. It manages about ₹13.6 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Value Fund has returned +3.60% (1 month), +13.30% (3 months), +40.20% (6 months), +23.70% (1 year), +14.30% (3 years), +17.20% (5 years), +16.20% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Value Fund is offered by Fort Capital, a SEBI-registered portfolio manager.
