- Manager
- Monarch Networth Capital
- Service
- Discretionary
- Asset class
- Equity
Monarch Networth Capital Limited - Monarch Wealth Creator Fund
₹281 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Monarch Networth Capital’s Monarch Networth Capital Limited - Monarch Wealth Creator Fund managed ₹281 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹281 Cr
- Benchmark
- BSE 500 Total Return Index
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −6.06% | −5.57% | −0.49% |
| 3 months | −4.84% | −3.59% | −1.25% |
| 6 months | +16.16% | +8.07% | +8.09% |
| Since inception | +6.91% | −5.84% | +12.75% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity90.54%₹254 Cr
- Cash and other6.12%₹17.19 Cr
- Mutual funds3.34%₹9.39 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6 Cr
- Outflow, Sep 2026
- ₹1.12 Cr
- Net, Sep 2026
- ₹4.88 Cr
- Net, FY to date
- ₹227 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Monarch Networth Capital Limited - Monarch Wealth Creator Fund returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.06%; 3 months: −4.84%; 6 months: 16.16%; Since inception: 6.91%.
How much does Monarch Networth Capital Limited - Monarch Wealth Creator Fund manage?
₹281 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Monarch Networth Capital Limited - Monarch Wealth Creator Fund?
Monarch Networth Capital, a SEBI-registered portfolio manager (INP000006059), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app