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Monarch Networth Capital – Portfolio Management Services (PMS)

Monarch AIF operates as a Category III long-only equity fund, structured as a trust. Its ownership resides with Monarch Networth Capital Limited, a publicly traded financial services entity. The AIF is designed to implement investor-centric strategies focused on achieving superior long-term capital appreciation, coupled with a competitive fee framework. The platform currently manages two distinct schemes: MNCL Capital Compounder Fund I and MNCL Capital Compounder Fund 2. The combined Assets Under Management (AUM) for these schemes is approximately Rs1000 crore. The inaugural fund, MNCL Capital Compounder Fund (MNCL CCF), concluded its investment period in May 2023. Upon closure, investors received distributions reflecting a pre-tax Compound Annual Growth Rate (CAGR) of 23.5%, after accounting for all applicable fees and expenses. This fund exemplifies a steadfast commitment to delivering investment strategies that generate significant value, aligning precisely with investor objectives for enhanced long-term returns. This commitment is reinforced by our competitive fee structure and the substantial alignment of interests through sponsor investment. Monarch AIF aims to elevate industry benchmarks by offering a premier equity investment avenue, designed to deliver potentially exceptional returns to discerning 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 leads and manages the fund for Monarch AIF. He holds an MBA in Finance from SP Jain Centre of Global Management and is a CFA charter holder (US). He was recognized with the esteemed "40 under 40 Alternative Investment Professionals in India 2022" award by Equalifi. With over 16 years of experience in equity markets, he possesses expertise in equity research and a particular strength in identifying high-quality businesses. Mr. Jain joined Monarch in 2019 and played a pivotal role in establishing the Alternative Investment Fund (AIF) division, subsequently expanding its Assets Under Management (AUM) to ₹1000 crore. Prior to this, he served as a lead analyst covering Metals & allied sectors within the institutional equity business at Centrum Broking Limited from 2011 to 2019. During his tenure at Centrum, he received multiple awards, including consecutive "Best Analyst" accolades from Reuters and a Top 10 ranking in Asiamoney polls for "Best Analyst" in the small-cap category. He also earned special recognition for best stock ideas from several fund houses, including HDFC MF (three selections in five years), ICICI Prudential MF (special recognition from CIO), and Aditya Birla MF (two selections). His earlier career also includes roles at ICICI Securities and TCS. Mr. Jain’s profound passion for equities is inspired by the investment philosophies of renowned investors such as Warren Buffett, Peter Lynch, and Joel Greenblatt.

Interested in Monarch Networth Capital?

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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 page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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For official or regulatory matters, please refer to formal communication channels of the respective organization.

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