F W-QUANTITATIVE ALPHA FUND

EQUITY

A diverse portfolio primarily of listed Indian equities, with occasional investments in ETFs, bonds, debt, mutual funds, and gov securities.

+0.10%

1Y annualised returns

+3.38%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

17 Mar '25

Total AUM

₹24.09Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

JC
JOSE C ABRAHAM
Founder and CIO
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About

"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."

Experience

A seasoned investor with professional experience since 1985.

Investment philosophy

Specializes in banking, foreign exchange, and capital markets.

Awards