Monarch Networth Capital – Portfolio Management Services (PMS)

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.

AUM (₹ Cr)

978.6

Clients

200

Strategies

2

As On

31 May 2025

Investment Strategies & Performance

Alternative Investment Funds (AIF)

Monarch Networth Capital Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

MNCL Capital Compounder Fund -2

Multi Cap & Flexi Cap 1.80% Apr 2024

MNCL Capital Compounder Fund - I

Multi Cap & Flexi Cap -9.00% Aug 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Abhisar Jain

Fund Manager

Abhisar Jain is the Head and Fund Manager of Monarch AIF. He has completed his MBA in Finance from SP Jain Centre of Global Management and is a CFA charter holder (US). He has been awarded the prestigious 40 under 40 Alternative Investment Professionals in India 2022 award by Equalifi. He has more than 16 years of experience in the equity markets, specializing in equity research and a niche in identifying high-quality businesses. He joined Monarch in 2019 and was instrumental in setting up the AIF division from scratch and subsequently scaling it up to its current AUM of Rs1000cr. He has previously worked with Centrum Broking Limited as a lead analyst for Metals & allied sectors on the institutional equity business and was associated with it between 2011 and 2019. He earned several accolades in his stint at Centrum, including Best Analyst awards from renowned Reuters analyst awards for two consecutive years and Top 10 ranking from prestigious Asiamoney polls for Best analyst in the small-cap category. He also has the distinction of special recognition for best stock ideas received from multiple fund houses like HDFC MF (3 times selection for Best Stock ideas in 5 years), ICICI Pru MF (Special recognition by CIO) and Aditya Birla MF (2 best stock ideas selections). Abhisar has also worked at ICICI Securities and TCS earlier in his career. He is highly passionate about equities and draws his inspiration in the fund management business from the wisdom of legendary investors like Warren Buffett, Peter Lynch, and Joel Greenblatt

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Regulatory Information

SEBI Registration: IN/AIF3/20-21/0787

Registered Office: Laxmi Tower, B Wing, 4th Floor, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)