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MULTICAP VALUE FUND

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

350.11 CR AUM

MULTICAP VALUE FUND

MULTICAP VALUE FUND

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

350.11 CR AUM

BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

jose c abarahm

Fund Manager
EQUITYStrategies

Our Founder and Chief Investment Officer, Mr. Jose C Abraham, brings nearly four decades of experience in the Indian capital markets, having actively invested since 1985 across multiple market cycles. An MBA from Cochin University of Science and Technology, Mr. Jose has built deep expertise spanning banking, foreign exchange, and equity capital markets. His long-standing market participation has given him a strong perspective on risk management, capital preservation, and disciplined wealth creation through varying economic environments. Over the past two decades, he has successfully built Fortune on the foundational principles of integrity, trust, and prudent investing. These principles are not only central to Fortune's legacy but also form the core investment philosophy of its Portfolio Management Services (PMS). With an emphasis on fundamental research, valuation discipline, and long-term capital compounding, Mr. Jose's approach reflects the mindset of a seasoned fund manager focused on delivering consistent, risk-adjusted outcomes for investors.

Our Founder and Chief Investment Officer, Mr. Jose C Abraham, brings nearly four decades of experience in the Indian capital markets, having actively invested since 1985 across multiple market cycles. An MBA from Cochin University of Science and Technology, Mr. Jose has built deep expertise spanning banking, foreign exchange, and equity capital markets. His long-standing market participation has given him a strong perspective on risk management, capital preservation, and disciplined wealth creation through varying economic environments. Over the past two decades, he has successfully built Fortune on the foundational principles of integrity, trust, and prudent investing. These principles are not only central to Fortune's legacy but also form the core investment philosophy of its Portfolio Management Services (PMS). With an emphasis on fundamental research, valuation discipline, and long-term capital compounding, Mr. Jose's approach reflects the mindset of a seasoned fund manager focused on delivering consistent, risk-adjusted outcomes for investors.

Purpose

Our investment objective is to maximize risk-adjusted returns for investors over the long term. At the core of our philosophy is the understanding that share price performance is intricately linked to the current and future profitability of companies. The Investment Committee employs a blend of time-tested quantitative and qualitative analyses to assess a company's business, the competence of its key personnel, market opportunities, and competitive advantage. We conduct a rigorous evaluation of each company's track record in wealth creation, risk management, and stakeholder value enhancement. Like skilled sailors, we chart our course based on the constellations of current and future profits, harnessing the winds of market opportunities to propel us forward.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
14.48%
1M benchmark return
10.38%
Alpha
4.10%
1M Wealth multiple
1.14x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
14.48%
1M benchmark return
10.38%
Alpha
4.10%
1M Wealth multiple
1.14x

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