OUR PORTFOLIO MANAGEMENT SERVICES

Two approaches. A shared commitment to discipline.

01 / FUNDAMENTAL EQUITY · FLAGSHIP APPROACH

Multicap Value Fund

A high-conviction portfolio of Indian businesses across market capitalisations and sectors. Our core–satellite approach combines long-term business conviction with select tactical opportunities, guided by fundamental value and technical insight.

Investment universe: Indian equities · Multicap
Portfolio construction: Core–satellite · 25–30 stocks
Benchmark: BSE 500 TRI
Suggested horizon: 3–5 years or longer
Inception: 3 June 2024
Minimum investment: ₹50 lakh
Investment style: Techno-fundamental
Portfolio AUM (31 Aug 2026): ₹375.67 crore

View factsheet (Sep 2026, PDF) ↗See the core–satellite approach ↓Investment details +

WHAT WE LOOK FOR

Businesses with credible earnings prospects, resilient balance sheets and attractive valuations. A sector-agnostic mandate lets us follow opportunity across the market rather than remain tied to a single theme.

HOW WE MANAGE RISK

Position and sector discipline, ongoing thesis reviews and tactical cash or debt allocations when appropriate. Technical signals help us reassess exposure alongside changing fundamentals.

Fundamental convictionValuation disciplineTechnical confirmationActive risk management

02 / SYSTEMATIC INVESTING · MULTI-ASSET APPROACH

Quant Alpha Fund

A systematic approach to diversification. Quantitative models guide allocations across equities, government bonds, debt funds and ETFs, adapting exposure as market conditions and risk change.

Investment universe: Multiple asset classes
Investment approach: Quantitative · Systematic
Allocation framework: Dynamic · Risk-aware
Portfolio tools: Factor & volatility models
Inception: 17 March 2025
Core objective: Risk-adjusted growth
Model inputs: Value · Momentum · Risk
Portfolio AUM (31 Aug 2026): ₹27.50 crore

Request latest factsheet ↗Discuss this approach ↗Investment details +

DIVERSIFICATION STRATEGY

Factor models and risk-parity techniques inform portfolio construction across asset classes. The aim is to balance exposures rather than rely on a single market direction.

ADAPTATION APPROACH

Volatility measures and changing market data inform allocation reviews. Models support decisions, with portfolio oversight and risk management remaining central to the process.

These are investment approaches offered under Fortune’s PMS, rather than mutual fund schemes. Portfolio composition and allocations may change. AUM figures are dated 31 August 2026 and are not current live values. A suitability discussion helps determine the appropriate approach.

INSIDE MULTICAP VALUE FUND

An enduring core. An adaptable satellite.

Patient investing need not mean standing still. MCV brings long-term ownership and tactical flexibility into one portfolio.

The core / Built on business conviction
Fundamentally strong companies we believe can create value over time, supported by earnings, cash flows and sound management.
The satellite / Responsive to opportunity
Select opportunities arising from sector shifts, valuation changes and market trends, assessed within the same risk discipline.

CONCEPTUAL ILLUSTRATION · DOES NOT REPRESENT ALLOCATION WEIGHTS

MCV / CONVICTION WITH BOUNDARIES

A strong view. A defined risk framework.

Owning fewer businesses demands more discipline—not fewer safeguards. Our portfolio framework puts boundaries around conviction.

10%

Single-stock limit: 10%

Size the conviction. A position limit helps manage how much of the portfolio depends on one company.

30%

Sector limit: 30%

Look beyond one theme. A sector limit helps keep a compelling industry view from dominating portfolio exposure.

25%

Short-term debt flexibility: Up to 25%

Keep room to respond. The framework allows tactical allocation to short-term debt in overheated markets, rather than requiring full equity deployment at every valuation.

MCV framework stated in the August 2026 investor presentation; these are portfolio parameters, not current allocation weights or a guarantee against loss. Applicable definitions and implementation are governed by the approved investment documents.

LET’S THINK LONG TERM

Your capital deserves a considered conversation.

Tell us what you’re investing for. We’ll help you understand whether Fortune’s portfolio management approach is right for you.

Speak to our PMS team ↗+91 422 433 4333

pms@fortunewmc.com