Fort Capital - Value Fund

EQUITY SMALL CAP

Dedicated to the small and micro-cap space.

+13.06%

3Y annualised returns

+13.47%

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

Launch date

09 Sep '18

Total AUM

₹12.46Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity93.4%

Cash6.6%

Equity market cap split

Small Cap87.5%

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
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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

Instrumental in steering the pre-investment process and managing active investments at Fort Capital since 2018.

SR
Sandeep Rajani
Value Investor
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About

Sandeep is a mechanical engineer from BIT MESRA and has earned his PGDM from IIM Calcutta. He started his career with Tata Steel before jumping passionately into the field of investing. In his career; he has worked with Escorts Finance; Lazard Credit Capital; DBS Securities; Sharekhan; Oman National Investment Corporation Holding; Religare Securities and India Nivesh. Sandeep is an avid value investor and has created value for his clients by discovering undervalued gems in the equity market.

Experience

Has worked across numerous institutions in the investing and securities field.

Investment philosophy

Specializes in value investing and discovering undervalued gems in the equity market.

Previously worked at