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Fortune Wealth
Fortune Wealth · Portfolio Management Services
Multicap Value is a PMS (Portfolio Management Services) strategy from Fortune Wealth. It has returned +2.40% over 1 year, as reported by the fund manager. It manages about ₹354 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.
Multicap Value has returned -6.10% (1 month), -5.90% (3 months), +14.00% (6 months), +2.40% (1 year), +4.00% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Multicap Value is offered by Fortune Wealth, a SEBI-registered portfolio manager.
