FORTUNA ONE
FORTUNA ONE is a Equity Portfolio Management Service launched by Fortuna Asset Managers LLP on July 2023. Managed by Gurvinder Singh Juneja, the fund holds ₹89 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fee Upto 1.75%% fixed fee and Hurdle: 10% Fee Sharing: 20%% performance fee. Trailing returns: 16.84% (1Y), 28.66% since inception. Performance data as of July 2026.
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FORTUNA ONE
Fortuna Asset Managers LLP
88.74 CR AUM
FORTUNA ONE
Fortuna Asset Managers LLP
88.74 CR AUM
BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
Fixed Fee Upto 1.75%
Fixed Fees
Hurdle: 10%
Fee Sharing: 20%
Variable Fees
1st Year: Upto 3%
2nd Year: Upto 2%
3rd Year: Upto 1%
After that 0
Exit Load
BSE 500 TRI
Benchmark
3yr 0mo
Age
EQUITY
Strategy
Fixed Fee Upto 1.75%
Fixed Fees
Hurdle: 10%
Fee Sharing: 20%
Variable Fees
1st Year: Upto 3%
2nd Year: Upto 2%
3rd Year: Upto 1%
After that 0
Exit Load
gurvinder singh juneja
Fund Manager
EQUITYStrategies
Principal Officer at Fortuna PMS MBA from Indian Institute of Management Ahmedabad (IIMA) B. Tech from Indian Institute of Technology BHU (IIT-BHU) 24 Years of Professional Experience in the Indian Capital Markets. Track Record as Investment Manager as well as Operating Chief Financial Officer.
What is this fund's investment objective?
Long Term Wealth Compounding
How has FORTUNA ONE performed?
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1M IA return
4.00%
1M benchmark return
1.73%
Alpha
2.27%
1M Wealth multiple
1.04x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
4.00%
1M benchmark return
1.73%
Alpha
2.27%
1M Wealth multiple
1.04x
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