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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