- Manager
- Fortuna Asset Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Fortuna Three Multi Asset Growth Strategy
₹1.75 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Fortuna Asset Managers’ Fortuna Three Multi Asset Growth Strategy managed ₹1.75 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹1.75 Cr
- Benchmark
- NSE Multi Asset Index 2
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 2 | Difference |
|---|---|---|---|
| 1 month | −0.43% | −2.85% | +2.42% |
| 3 months | +1.67% | −1.23% | +2.90% |
| 6 months | +10.88% | +6.24% | +4.64% |
| Since inception | +8.91% | +4.33% | +4.58% |
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 equity76.00%₹1.33 Cr
- Debt15.43%₹0.27 Cr
- Mutual funds8.00%₹0.14 Cr
- Cash and other0.57%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹1.70 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Fortuna Three Multi Asset Growth Strategy returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.43%; 3 months: 1.67%; 6 months: 10.88%; Since inception: 8.91%.
How much does Fortuna Three Multi Asset Growth Strategy manage?
₹1.75 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 Three Multi Asset Growth Strategy?
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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