Monarch Networth Capital
AUM (Cr.)
978.60
No. of Clients
200
No. of Investment Approach
2
As On
31 May 2025
Monarch AIF is a Category III long only equity fund set-up as a trust owned by its parent, Monarch Networth Capital Limited, which in turn is a listed financial services firm. The AIF offers a highly value-added, investor-friendly strategies predicated on Superior long-term returns and a competitive fee structure. The AIF is currently running 2 schemes, MNCL Capital Compounder Fund I and MNCL Capital Compounder Fund 2, with an AUM close to ~Rs1000cr. The maiden fund (MNCL CCF) of Monarch AIF was pre-closed in May 2023 and money was returned to investors with a pre-tax CAGR of 23.5% (post all fees and expenses).This fund embodies an unwavering commitment to delivering a highly value-added investment strategy that harmonizes seamlessly with investors' long-term aspirations for superior returns. Our dedication extends to ensuring a competitive fee structure, with our sponsors having a significant stake in the game.Monarch AIF aspires to redefine industry standards by providing a leading equity investment option, promising potential superlative returns for astute investors on a risk-adjusted basis.
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
MNCL Capital Compounder Fund -2 |
CAT III - LONG ONLY | 18.30% | NA | NA | NA | Apr 2024 |
MNCL Capital Compounder Fund - I |
CAT III - LONG ONLY | 1.80% | 16.40% | NA | NA | Aug 2022 |
* All performance above are as on 31st May 2025, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr Abhisar Jain
Fund Manager
AMC Registered Address
Laxmi Tower, B Wing, 4th Floor, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
SEBI Reg No : IN/AIF3/20-21/0787
AMC Investor Login Link
Click here
AMC Website Link
Click here
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