MULTICAP VALUE FUND
MULTICAP VALUE FUND is a Equity Portfolio Management Service launched by FORTUNE WEALTH MANAGEMENT CO INDIA P LTD on June 2024. Managed by JOSE C ABARAHM, the fund holds ₹371 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 7.19% (1Y), 7.55% since inception. Performance data as of July 2026.
MULTICAP VALUE FUND
370.58 CR AUM
MULTICAP VALUE FUND
370.58 CR AUM

jose c abarahm
What is this fund's investment objective?
Our investment objective is to maximize risk-adjusted returns for investors over the long term. At the core of our philosophy is the understanding that share price performance is intricately linked to the current and future profitability of companies. The Investment Committee employs a blend of time-tested quantitative and qualitative analyses to assess a company's business, the competence of its key personnel, market opportunities, and competitive advantage. We conduct a rigorous evaluation of each company's track record in wealth creation, risk management, and stakeholder value enhancement. Like skilled sailors, we chart our course based on the constellations of current and future profits, harnessing the winds of market opportunities to propel us forward.
How has MULTICAP VALUE FUND performed?
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