© 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 | −6.1% | −5.6% | −0.5% |
| 3 Months | −5.9% | −3.6% | −2.3% |
| 6 Months | +14.0% | +8.1% | +5.9% |
| 1 Year | +2.4% | −2.3% | +4.7% |
|---|
| 2 Years | 0.0% | −3.9% | +4.0% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +4.0% | +11.7% | −7.7% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 28-month window · Source: Computed from NAV history
Maximum drawdown: 22.9%
Fortune Wealth Management’s story and investment philosophy are on the Fortune Wealth Management firm page.
Jose C Abraham
Founder & CIO
With over three decades in Indian capital markets, Jose founded Fortune in 1993 and has steered its growth from a regional broking desk to a full-service wealth management firm. He leads the investment philosophy and portfolio strategy for the PMS business.
Megha Jose
CEO
Megha drives Fortune's strategic direction and manages the PMS portfolio. She brings institutional rigour to portfolio construction and a sharp focus on risk-adjusted returns, combining research depth with a long-term investment mindset.
Arnav Anand
Chief Business Officer
Arnav leads business development and client relationships at Fortune. He works closely with families and institutions to structure their wealth management needs, bridging the gap between client goals and investment solutions.
Lana Jose
Director & Head of DP
Registration No
INP000008622
Fund Manager
Mr.Jose C Abraham
Principal Officer
Mr.Jose C Abraham
Inflow
₹1.06 Cr
Outflow
₹0.02 Cr
Net
₹1.04 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss Multicap Value Fund — share your research, ask questions, or compare notes with other investors.