- Manager
- Fort Capital Investment Advisory
- Service
- Discretionary
- Asset class
- Equity
Fort Dynamic
+5.29%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Fort Capital Investment Advisory’s Fort Dynamic returned 5.29% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹209 crore across its clients.
Key numbers
- AUM
- ₹209 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 3.57×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.59% | −6.03% | +0.44% |
| 3 months | +0.77% | −4.91% | +5.68% |
| 6 months | +15.30% | +2.13% | +13.17% |
| 1 year | +5.29% | −7.09% | +12.38% |
| 2 years | +4.43% | −5.29% | +9.72% |
| Since inception | +15.80% | +2.83% | +12.97% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.60%₹202 Cr
- Cash and other3.40%₹7.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹15.75 Cr
- Outflow, Sep 2026
- ₹0.05 Cr
- Net, Sep 2026
- ₹15.70 Cr
- Net, FY to date
- ₹9.71 Cr
- Turnover, month
- 0.15×
- Turnover, past year
- 3.57×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Fort Dynamic returned?
5.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.59%; 3 months: 0.77%; 6 months: 15.30%; 1 year: 5.29%; 2 years: 4.43%; Since inception: 15.80%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 12.38 percentage points ahead.
How much does Fort Dynamic manage?
₹209 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Fort Dynamic?
Fort Capital Investment Advisory, a SEBI-registered portfolio manager (INP000006031), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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