IA Insight Report
IA Insight REPORT

FORTUNA ONE

Investment Approach Details

₹14.04

(AUM CR)
   

FORTUNA INVESTMENT ADVISORS LLP

S&P BSE 500 TRI

Equity

Equity

04/07/2023

1.9 Years

5000000

Fixed Fee Upto 1.75%

Hurdle: 10% Fee Sharing: 20%

1st Year: Upto 3% 2nd Year: Upto 2% 3rd Year: Upto 1% After that 0

   

Long Term Wealth Compounding

Fund Manager Details

Gurvinder Singh Juneja

No Image

NA

gurvinder.juneja@fortunaadvisors.in

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

0.11

NA