At Monarch AIF, we specialize in compounding our investors' wealth responsibly through our boutique investment management outfit. Our differentiated offerings are designed with a focus on low cost, client-centric terms, and a commitment to skin in the game. With an unwavering focus on delivering solid returns, we prioritize high-quality portfolios and optimum risk management to ensure the financial success of our investors.
Monarch AIF takes a 729cr leap
to gallop past the 1000cr AUM mark!
Monarch AIF proudly announces the successful closure of its 3rd long-only Category 3 equity fund, the MNCL CCF 2, raising a substantial pool of 729 crores. This milestone achievement marks a testament to our commitment to delivering exceptional value to our esteemed investors.
85%+ repeat investors
More than 85% of our existing investors have reposed their trust and confidence in the new fund through their investments reinforcing the belief in our investment strategy.
95% of funds raised in Direct Mode of Fundraising
We are proud to highlight that ~95% of funds were raised in direct mode, with no wealth intermediaries or distributors involved in the raise, ensuring transparency and efficiency in the fundraising process.
AUM Milestone
Monarch AIF has surpassed the remarkable milestone of crossing 1000 crores in Assets Under Management (AUM) in less than 4 years since the inception of our AIF business, signifying our rapid growth and market acceptance.
Marquee Investor Participation
MNCL CCF 2 has witnessed participation from marquee corporate and family offices, underscoring the confidence and trust bestowed upon us by industry leaders and seasoned investors.
We extend our heartfelt gratitude to all our investors for their unwavering support and belief in our vision.
About Monarch AIF
About Monarch AIF-As a Category 3 long-only equity fund, Monarch AIF embodies excellence under the ownership of Monarch Networth Capital (MNCL). MNCL, a publicly listed entity, substantiates its influence with a robust market capitalization of Rs 2000 crore on both stock exchanges (BSE & NSE).
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.
As the asset management arm of MNCL, Monarch Alternative Investment Funds India aspires to redefine industry standards by providing a leading equity investment option, promising potential superlative returns for astute investors.
Our Singular Goal for Investors
At Monarch AIF, we encapsulate our commitment in a singular goal for our investors: to deliver high absolute returns over the fund's duration, significantly surpassing both risk-free returns and benchmark index performances. We achieve this by strategically investing in a limited number of high-conviction stories, eschewing relative outperformance in favor of a steadfast pursuit of excellence.
Solid risk adjusted CAGR returns
generated by Monarch AIF’s first two funds
MNCL Capital Compounder Fund (MNCL CCF)
MNCL CCF was Monarch AIF’s maiden scheme and launched in Oct 2020 with an AUM of Rs70cr. Monarch AIF pre-closed the MNCL CCF scheme five months before scheduled closure and returned 100% of investors capital in May 2023 at attractive IRR. The fund generated solid CAGR of 23.6% during its life (post all fees and expenses on pre-tax basis). The CAGR returns on post-tax basis stood at 19% during the fund life (post all fees, expenses and taxes).
MNCL Capital Compounder Fund – I (MNCL CCF - I)
MNCL CCF I is Monarch AIF’s second scheme and was launched on 23 Aug 2022 with an AUM of Rs252cr. The fund has generated solid returns in its short lifespan and is currently live. The fund’s CAGR stands at 28% as on 12 April 2024 (post fees and expenses on pre-tax basis). The CAGR returns on post-tax basis stand at 22% since inception (post all fees, expenses and taxes) as on 12 April 2024.
Our Investment Philosophy
At Monarch AIF, our paramount objective is to achieve market-beating returns through a strategic approach— long only positions in undervalued listed stocks, spanning across all market cap buckets in a flexi-cap mandate. Our investment strategy revolves around identifying high-quality businesses with robust growth potential and compelling valuation propositions, ensuring a dynamic investment stance poised to capture opportunities across market segments.
Our Investment Strategy In Action
1 Focus List of ~250 credible stocks
- Focus on strong business models
- Weed out suspects - AQCG Scoring Filter
2 Be selective in Focus List & prefer LEADERS with key Attributes
Cash Flow growth
- OCF CAGR over P&L CAGR
- High OCF/EBITDA Conversion
Superior Incremental ROCE (I-ROCE)
- High base level ROE/ROCE (>15%) over 5Y/7Y
- I-ROCE > ROCE in last 3Y/5Y
Internal funded growth/Strong BS
- Healthy BS position
- Gross block expansion
- Growth funded majorly by internal CF
- Margin of safety in valuations given prime importance
- High % of winners among "LEADERS"
Partner with Monarch AIF
Embark on a journey of unparalleled investment opportunities with Monarch AIF, where innovation meets financial excellence. Join us for a strategic alliance that paves the way to prosperous financial growth. Drop in an enquiry at Email ID: monarchaif@mnclgroup.com
How are we different from Typical Mutual Funds and Portfolio Management Services?
At Monarch AIF, We distinguish ourselves through
- Our Strategic Concentration
- Unearthed Opportunities
- Closed-Ended Precision
- Transparent Fee Structure
- Stakeholder Alignment with our skin in the game
- Performance-Linked Fees
- Safety-Focused Strategy
Our commitment to delivering tangible results and aligning our interests with those of our investors sets us apart as one of the premier Alternative Investment Funds in India.
Attention Investors
-
SEBI Notification
- KYC is one time exercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), You need not undergo the same process again when you approach another intermediary.
- No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account.
-
Attention investors
- Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
- Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
- Pay 20% upfront margin of the transaction value to trade in cash market segment.
- Investors may please refer to the Exchange’s Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
- Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month. ………. Issued in the interest of Investors
-
Attention investors for right entitlements
Purchase of REs only gives buyer the right to participate in the ongoing Rights Issue of the concerned company by making an application with requisite application money or renounce the REs before the issue closes. REs which are neither subscribed by making an application with requisite application money nor renounced, on or before the Issue closing date shall lapse and shall be extinguished after the Issue closing date. Please check your dp account for further details.
Please do not share your online trading password with anyone as this could weaken the security of your account and lead to unauthorized trades or losses.
Monarch Networth Capital Limited (‘MNCL’) | CIN No.: L65920GJ1993PLC120014
Registered Address
Unit No. 803-804A, 8th Floor,
X-Change Plaza, Block No. 53,
Zone 5, Road-5E, Gift City,
Gandhinagar - 382355, Gujarat
Corporate Address
“Monarch House”, Opp Prahladbhai Patel garden,
Near Ishwar Bhuvan,Commerce Six Roads,
Navrangpura, Ahmedabad – 380009
Contact Details
Registered Numbers
Disclaimer
‘Investments in securities market are subject to market risks, read all the related documents carefully before investing.’
