Monarch AIF – MNCL Capital Compounder Fund

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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

About Fund Manager

Mr. Abhisar Jain (Head and Fund Manager)

Mr. Abhisar Jain, is the Head and Fund Manager of Monarch AIF. He has completed his B.Tech in Electronics Engineering from Y.M.C.A Institute of Engineering and MBA in Finance from SP Jain Centre of Global Management. Abhisar is also a CFA charter holder (US) and active member of CFA India society.

He has more than 13 years of experience in the equity markets with specialization in equity research and niche in identifying high quality businesses. 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 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 currently managing the maiden fund at Monarch AIF (AUM – Rs100cr+) and has been able to identify several multibaggers within the short term of the fund.

He is highly passionate about equities and draws his inspiration in fund management business from the wisdom of legendary investors like Warren Buffett, Peter Lynch and Joel Greenblatt.

Unique Feature

Boutique fund with a solid investment strategy for savvy investors. Highly competitive and performance driven fee structure with skin in the game.

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.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

MNCL Capital Compounder Fund - I

AMC Name: Monarch AIF Inc Date: Aug-22
long only
311 Strategy 7.60 7.70 16.80 24.80 NA NA NA NA 25.40
NSE 500 7.20 6.50 14.80 13.80 NA NA NA NA 15.80

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.