Monarch AIF – MNCL Capital Compounder Fund
Fund Snapshot
| Year of Inception | 2020 |
| Number of Stocks | 20 |
| Investment Horizon | 3-5 Years |
| Fund Managers | Abhisar Jain |
Investment Philosophy
Focus on going long on listed companies having solid track record, high quality business with strong potential, clean management, clear visibility of growth over medium term and comfortable valuations. There would be special emphasis on returns generated by the company on its incremental capital employed (I-ROCE) in recent years and preference would be for companies which have higher I-ROCE vs their past ROCE. Strong focus would be on consistent CAGR in operating cash flows and cash flow yields while selecting stocks. The fund would follow multi-cap strategy with a bias towards midcap & smallcap stocks with a concentrated holding of investments.
Unique Feature
Boutique fund with a solid investment strategy for savvy investors. Highly competitive and performance driven fee structure with skin in the game.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.