- Category
- III
- Strategy
- Long-only
- Fund house
- Monarch Networth Capital
MNCL Capital Compounder Fund - I
+7.90%
1-year return, after expenses, before tax
Benchmark BSE 200 TRI · data as of 31 Aug 2026
MNCL Capital Compounder Fund - I, a Category III long-only AIF from Monarch Networth Capital, returned 7.90% (after expenses, before tax) in the year to 31 Aug 2026. It began on 23 Aug 2022 and manages ₹117 crore.
Key numbers
- AUM
- ₹117 Cr
- Benchmark
- BSE 200 TRI
- Launched
- 23 Aug 2022
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | BSE 200 TRI |
|---|---|---|
| 1 month | +3.10% | +0.10% |
| 3 months | +10.90% | +4.00% |
| 6 months | +13.30% | +1.90% |
| 1 year | +7.90% | +5.30% |
| 2 years | +2.00% | +0.30% |
| 3 years | +10.33% | +12.54% |
| Since inception | +13.50% | +12.60% |
After expenses, before tax, as Monarch Networth Capital reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Multi / flexi cap
- Asset type
- Equity
- Benchmark
- BSE 200 TRI
- Fund manager
- Abhisar Jain
Market-cap mix
- Large cap18.80%
- Small cap77.50%
- Cash3.70%
Investment approach
The primary objective of the Fund is to generate market beating returns by going long on undervalued listed stocks (appropriate mix of large caps and mid/small caps) which possesses a high-quality business and holding them until full upside potential is realized. As a long-only fund, the Investment Manager remains sector agnostic and looks for building positions in stocks with most suitable risk-rewards across sectors.
The primary objective of the Fund is to generate market beating returns by going long on undervalued listed stocks (appropriate mix of large caps and mid/small caps) which possesses a high-quality business and holding them until full upside potential is realized. As a long-only fund, the Investment Manager remains sector agnostic and looks for building positions in stocks with most suitable risk-rewards across sectors.
About the fund manager
Mr Abhisar Jain — Fund Manager
Abhisar Jain is the Head and Fund Manager of Monarch AIF. He has completed his MBA in Finance from SP Jain Centre of Global Management and is a CFA charter holder (US). He has been awarded the prestigious 40 under 40 Alternative Investment Professionals in India 2022 award by Equalifi. He has more than 16 years of experience in the equity markets, specializing in equity research and a niche in identifying high-quality businesses. He joined Monarch in 2019 and was instrumental in setting up the AIF division from scratch and subsequently scaling it up to its current AUM of Rs1000cr. He has previously worked with Centrum Broking Limited as a lead analyst for Metals & allied sectors on the institutional equity business and was associated with it between 2011 and 2019. He earned several accolades in his stint at Centrum, including Best Analyst awards from renowned Reuters analyst awards for two consecutive years and Top 10 ranking from prestigious Asiamoney polls for Best analyst in the small-cap category. He also has the distinction of special recognition for best stock ideas received from multiple fund houses like HDFC MF (3 times selection for Best Stock ideas in 5 years), ICICI Pru MF (Special recognition by CIO) and Aditya Birla MF (2 best stock ideas selections). Abhisar has also worked at ICICI Securities and TCS earlier in his career. He is highly passionate about equities and draws his inspiration in the fund management business from the wisdom of legendary investors like Warren Buffett, Peter Lynch, and Joel Greenblatt
As the fund house describes it.
FAQs
What has MNCL Capital Compounder Fund - I returned?
7.90% (1-year return) to 31 Aug 2026, after expenses, before tax, as Monarch Networth Capital reports it. 1 month: 3.10%; 3 months: 10.90%; 6 months: 13.30%; 1 year: 7.90%; 2 years: 2.00%; 3 years: 10.33%; Since inception: 13.50%.
What kind of AIF is MNCL Capital Compounder Fund - I?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does MNCL Capital Compounder Fund - I manage?
₹117 crore as of 31 Aug 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). MNCL Capital Compounder Fund - I’s stated minimum is ₹1 crore.
Who manages MNCL Capital Compounder Fund - I?
Monarch Networth Capital runs it; the fund manager is Abhisar Jain.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: MNCL Capital Compounder Fund - I’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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