About Company
Monarch Networth Capital
Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Monarch Networth Capital Limited |
| Strategy Name | Equity |
| Product Name | Equity |
| Date Of Inception | 17/12/2025 |
| Age | 5 Months |
| Benchmark | BSE 500 TRI |
| AUM (Cr) | ₹243.23 Cr |
| Min. Inv. Amount | ₹5,000,000 (₹50 Lakhs) |
| Fixed Fees Structure | Not Disclosed / Available via custom quote |
| Variable Fees Structure | Not Disclosed / Available via custom quote |
| Exit Load | Not Disclosed / Available via custom quote |
Fund Purpose
The core objective of the Monarch Wealth Creator Fund is to consistently generate sustainable wealth for investors over a long-term horizon. This is achieved through highly disciplined stock selection methodologies and dynamic capital allocation. The fund actively evaluates opportunities across multiple sectors to build a resilient equity portfolio capable of capitalizing on macroeconomic growth trends while managing downside volatility.
Fund Philosophy & Approach
Sector-Agnostic Bottom-Up Selection
The strategy does not bind itself to specific sector allocations or thematic buckets. Instead, it employs a pure bottom-up stock-picking framework, evaluating businesses individually on their own merit across the broader Indian economic ecosystem.
Core Fundamental Screeners
Monarch’s investment framework prioritizes fundamentally sound corporate structures. The strategy focuses intensely on identifying companies that showcase:
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Strong, predictable, and sticky cash flows.
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Superior Return on Capital Employed (ROCE).
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A proven track record of efficient capital allocation by management.
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Scalable business models capturing emerging Indian economic themes.
Rigorous Dual-Layer Screening
The investment process strictly marries quantitative parameters with qualitative filters. Before any security enters the portfolio, it undergoes a deep multi-layered audit checking forensic financial health alongside management quality, corporate governance baselines, and minor-shareholder alignment.
Direct Execution Model
Operating predominantly via direct client onboarding pipelines, the management maintains high structural transparency. The fund avoids speculative high-frequency churn, backing high-conviction ideas to allow corporate operational scaling to compound investor capital naturally over time.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Monarch Wealth Creator Fund
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
MONARCH NETWORTH CAPITAL LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹294.13 | 2.85 | 2.46 | 12.32 | NA | NA | NA | NA | NA | 13.81 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | NA | NA | NA | NA | NA | -0.28 |
Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The fund focuses on long-term wealth compounding by deploying capital into highly thoroughly researched listed Indian equities. It avoids sticking to single sectors and instead pivots to wherever it spots efficient capital management and scalable business opportunities.
In accordance with SEBI guidelines for Portfolio Management Services (PMS) in India, the strategy mandates a minimum initial investment ticket size of ₹5,000,000 (₹50 Lakhs).
The investment team applies a rigorous dual-layer screening system. They run quantitative data analysis alongside subjective checks on management history, ensuring the companies in the portfolio practice high standards of corporate governance.
This strategy is designed for High Net Worth Individuals (HNIs), corporate treasuries, and family offices looking for actively managed, alpha-seeking exposure to Indian equities benchmarked against the BSE 500 TRI, with an investment horizon typically exceeding 2 to 3 years.
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