PMS · Equity · Flexi Cap
Fortuna One: Long term Capital Compounding Approach
Fund size₹91 Cr
IRRSince inception27.59%
3Y return23.80%
Fund age3 yrs 1 mo
Fund Manager
Gurvinder Singh Juneja
Gurvinder Singh Juneja
Fund Manager, PMS, Fortuna
Mr. Gurvinder Singh Juneja is Managing Partner and Principal Officer at the Portfolio Manager. He holds a Post Graduate Diploma in Management (PGDM) with specialization in Finance from Indian Institute of Management, Ahmedabad (IIMA), India and B. Tech Hons from the Indian Institute of Technology, Varanasi (IIT BHU), India. He has an experience of 25+ years in financial analysis, investment research, capital raise, investment management, and corporate finance advisory.
Managing AUM₹98 Cr
Growth of₹Cr
Fortuna One: Long term Capital Compounding
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Fortuna One: Long term Capital Compounding11.57%13.25%12.63%23.80%—27.59%
Nifty 500−1.02%4.72%−0.11%12.09%—12.38%
Excess over benchmark12.59%8.53%12.74%11.71%—15.21%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
28.81%
A standard deviation reflecting historical swings.
Risk-reward
0.51
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −15.75% from its 05 Jan 2026 peak to a 31 Mar 2026 trough, and recovered on 06 May 2026 after 36 days.
Max drawdowns
−15.75%
Recovery period
36 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme05 Jan 202631 Mar 2026−15.75%85 days06 May 202636 days
Benchmark01 Dec 202530 Mar 2026−14.69%119 days––
Scheme
Peak05 Jan 2026
Trough31 Mar 2026
Depth−15.75%
Fell over85 days
Recovered06 May 2026
Recovery took36 days
Benchmark
Peak01 Dec 2025
Trough30 Mar 2026
Depth−14.69%
Fell over119 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
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