© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | +1.6% | −5.6% | +7.2% |
| 3 Months | +3.3% | −3.6% | +6.9% |
| 6 Months | +33.8% | +8.1% | +25.7% |
| 1 Year | +10.7% | −2.3% | +13.0% |
|---|
| 2 Years | +13.7% | −3.9% | +17.6% |
|---|
| 3 Years (CAGR) | +24.1% | +9.2% | +14.9% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +27.4% | +11.7% | +15.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 39-month window · Source: Computed from NAV history
Maximum drawdown: 17.4%
Fortuna Advisors’s story and investment philosophy are on the Fortuna Advisors firm page.
Gurvinder Juneja
Principal Officer
24+ years of experience in Indian capital markets with a track record as Investment Manager and Operating CFO. Built a $150M net worth NBFC from inception to a profitable enterprise. Turned around a listed holding company by cleaning up its balance sheet and driving 4x returns. Previously Vice President – Corporate Finance at ICICI, Senior Manager – Corporate Finance at Wipro, and Consultant at PwC.
Jasmeen Kaur
Partner
18+ years of experience in business and financial risk assessment across sectors. Strong expertise in financial analysis of over 1000 corporates across market cycles. Known for long-term tracking of management quality and building deep promoter relationships.
Jayant Manglik
Partner
Over three decades of equity market experience. Former Associate Director at Motilal Oswal and President (Equity & Commodity) at Religare Broking. Awarded Equity Personality of the Year 2017 by BSE – Tefla. Former BSE Advisory Board member and Chair of FICCI National Working Group.
Ashish Anand
Partner
CXO with 25+ years of experience across BFSI, consumer, automotive, and start-ups. Deep experience in building businesses from 0 to scale. Active in stock markets since the early 1990s with a focus on long-term value creation.
Prabir Adhikary
Vice President, Equity Research
15+ years of experience in equity research with deep expertise in fundamental buy-side research. Strong ability to build financial and valuation models with extensive industry knowledge.
Registration No
INP000008093
Fund Manager
Mr.Gurvinder Singh Juneja
Principal Officer
Mr.Gurvinder Singh Juneja
Inflow
₹2.77 Cr
Outflow
₹0.72 Cr
Net
₹2.05 Cr
Not reported — complaint data for this strategy isn't available yet.
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