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Quantitative Alpha Fund

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

25.71 CR AUM

Quantitative Alpha Fund

Quantitative Alpha Fund

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

25.71 CR AUM

NSE Multi Asset Index 2
Benchmark
1yr 2mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
1yr 2mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

jose c abarahm

Fund Manager
MULTI_ASSETStrategies

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

The Quantitative Alpha Fund aims to generate superior risk-adjusted returns by leveraging advanced quantitative models to dynamically allocate assets, optimize portfolio performance, and minimize drawdowns during market downturns. By integrating machine learning, artificial intelligence, and sophisticated risk management techniques, the fund seeks to identify and capitalize on market inefficiencies while maintaining a well-diversified investment approach.

Investment Approach v/s Benchmark Metrics

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1M IA return
12.04%
1M benchmark return
5.64%
Alpha
6.40%
1M Wealth multiple
1.12x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
12.04%
1M benchmark return
5.64%
Alpha
6.40%
1M Wealth multiple
1.12x

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