- Manager
- Fortuna Asset Managers
- Service
- Discretionary
- Asset class
- Debt
Fortuna Inflation Protect Approach
+8.06%
1-year return
Benchmark CRISIL Composite Bond Index +3.81% · to 30 Sep 2026
Fortuna Asset Managers’ Fortuna Inflation Protect Approach returned 8.06% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond Index. It managed ₹5.34 crore across its clients.
Key numbers
- AUM
- ₹5.34 Cr
- Benchmark
- CRISIL Composite Bond Index
- Turnover, past year
- 1.28×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond Index | Difference |
|---|---|---|---|
| 1 month | +0.49% | −0.42% | +0.91% |
| 3 months | +2.02% | −0.40% | +2.42% |
| 6 months | +4.71% | +3.10% | +1.61% |
| 1 year | +8.06% | +3.81% | +4.25% |
| 2 years | +8.52% | +5.33% | +3.19% |
| Since inception | +8.27% | +6.78% | +1.49% |
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
- Debt79.03%₹4.22 Cr
- Listed equity17.79%₹0.95 Cr
- Cash and other3.18%₹0.17 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹1.46 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 1.28×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Fortuna Inflation Protect Approach returned?
8.06% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.49%; 3 months: 2.02%; 6 months: 4.71%; 1 year: 8.06%; 2 years: 8.52%; Since inception: 8.27%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond Index, returned 3.81% over the year, so the strategy was 4.25 percentage points ahead.
How much does Fortuna Inflation Protect Approach manage?
₹5.34 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 Fortuna Inflation Protect Approach?
Fortuna Asset Managers, a SEBI-registered portfolio manager (INP000008093), 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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