PMS · Equity · Multi Asset
Fortune Wealth - Quantative Alpha Fund
Fund size₹27 Cr
IRRSince inception11.82%
1Y return9.71%
Fund age19 mo
Fund Manager
JOSE C ABRAHAM
JOSE C ABRAHAM
Fund Manager, PMS, Fortune Wealth
"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."
Managing AUM₹400 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Fortune Wealth Quantative Alpha—9.71%———11.82%
Nifty 500−8.38%6.85%———10.98%
Excess over benchmark—2.86%———0.84%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
19.95%
Benchmark approx 8.77%
A standard deviation reflecting historical swings.
Sensitivity
2.01
Beta vs benchmark 1.00 · 101% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.23
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.33% gross return.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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