Fort Capital -Dynamic

EQUITY MULTI CAP

Aims to outperform the benchmark with minimal risk.

+5.84%

1Y annualised returns

-3.84%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

03 Jan '24

Total AUM

₹177.12Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity92.0%

Cash6.3%

Equity market cap split

Large Cap57.5%

Small Cap26.1%

Mid Cap8.4%

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

IT
Ishan Thakkar
Investment Professional
View details

About

Mr. Ishan Thakkar is an astute professional with an MBA in Finance, and over 6 years of expertise in the dynamic equity market. Since joining Fort Capital in 2018, he has been instrumental in steering the pre-investment process and adroitly managing the active investments within our portfolio companies.

Experience

Over 6 years of experience in the equity market.

Investment philosophy

Equity markets, pre-investment processes, and active investment management.

Awards