PMS · Debt · Debt
Fortuna Two: Inflation Protect Approach
Fund size₹8 Cr
IRRSince inception8.33%
1Y return8.31%
Fund age2 yrs 9 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 Two: Inflation Protect
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Fortuna Two: Inflation Protect5.44%8.31%8.63%——8.33%
Nifty 500−1.02%5.20%6.10%——7.15%
Excess over benchmark6.46%3.11%2.53%——1.18%
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
1.63%
A standard deviation reflecting historical swings.
Risk-reward
1.73
Sharpe
Excess return gained per unit of volatility.
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