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Quantitative Alpha Fund

Quantitative Alpha Fund is a Multi_asset Portfolio Management Service launched by FORTUNE WEALTH MANAGEMENT CO INDIA P LTD on March 2025. Managed by JOSE C ABARAHM, the fund holds ₹27 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh. Trailing returns: 1.98% (1Y), 12.82% since inception. Performance data as of July 2026.

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Quantitative Alpha Fund

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

27.37 CR AUM

Quantitative Alpha Fund

Quantitative Alpha Fund

FORTUNE WEALTH MANAGEMENT CO INDIA P LTD

27.37 CR AUM

NSE Multi Asset Index 2
Benchmark
1yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
1yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

jose c abarahm

Fund Manager
MULTI_ASSETStrategies

Our Founder and Chief Investment Officer, Mr. Jose C Abraham, brings nearly four decades of experience in the Indian capital markets, having actively invested since 1985 across multiple market cycles. An MBA from Cochin University of Science and Technology, Mr. Jose has built deep expertise spanning banking, foreign exchange, and equity capital markets. His long-standing market participation has given him a strong perspective on risk management, capital preservation, and disciplined wealth creation through varying economic environments. Over the past two decades, he has successfully built Fortune on the foundational principles of integrity, trust, and prudent investing. These principles are not only central to Fortune's legacy but also form the core investment philosophy of its Portfolio Management Services (PMS). With an emphasis on fundamental research, valuation discipline, and long-term capital compounding, Mr. Jose's approach reflects the mindset of a seasoned fund manager focused on delivering consistent, risk-adjusted outcomes for investors.

Our Founder and Chief Investment Officer, Mr. Jose C Abraham, brings nearly four decades of experience in the Indian capital markets, having actively invested since 1985 across multiple market cycles. An MBA from Cochin University of Science and Technology, Mr. Jose has built deep expertise spanning banking, foreign exchange, and equity capital markets. His long-standing market participation has given him a strong perspective on risk management, capital preservation, and disciplined wealth creation through varying economic environments. Over the past two decades, he has successfully built Fortune on the foundational principles of integrity, trust, and prudent investing. These principles are not only central to Fortune's legacy but also form the core investment philosophy of its Portfolio Management Services (PMS). With an emphasis on fundamental research, valuation discipline, and long-term capital compounding, Mr. Jose's approach reflects the mindset of a seasoned fund manager focused on delivering consistent, risk-adjusted outcomes for investors.

What is this fund's investment objective?

The Quantitative Alpha Fund aims to generate superior risk-adjusted returns by leveraging advanced quantitative models to dynamically allocate assets, optimize portfolio performance, and minimize drawdowns during market downturns. By integrating machine learning, artificial intelligence, and sophisticated risk management techniques, the fund seeks to identify and capitalize on market inefficiencies while maintaining a well-diversified investment approach.

How has Quantitative Alpha Fund performed?

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Wealth Creation Calculator

1M IA return
3.90%
1M benchmark return
1.70%
Alpha
2.20%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.90%
1M benchmark return
1.70%
Alpha
2.20%
1M Wealth multiple
1.04x

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