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Fund Raises ₹100 Cr Without Distributors
27 Apr
Summary
- Fund successfully raised ₹100 crore via direct sales.
- Fund achieved 10.72% return since inception.
- Company targets ₹500 crore AUM in two months.
Monarch Networth Capital Limited announced on Monday, April 27, 2026, that it has raised ₹100 crore for its maiden Portfolio Management Services scheme, the Monarch Wealth Creator Fund. This significant fundraise was achieved entirely through the firm's direct distribution network, bypassing external intermediaries.
The Monarch Wealth Creator Fund has demonstrated strong performance since its inception on April 24, 2026. It delivered a time-weighted return of 10.72%, substantially outperforming the BSE 500 TRI, which recorded a negative return of 4.28% over the same period. This outperformance of 15 percentage points underscores the effectiveness of the fund's investment strategy.
The fund employs a sector-agnostic approach, focusing on companies with robust cash flows, high return on capital employed, disciplined capital allocation, and sound corporate governance. Each investment undergoes a rigorous, multi-layered screening process that combines quantitative financial analysis with qualitative business and management assessments.
Managing Director Vaibhav Shah attributed the fund's success to its validated investment process and the trust of its clients, especially given the challenging market conditions where the broader Indian equity market has faced headwinds. Monarch Networth Capital aims to further expand its assets under management to ₹500 crore within the next two months, leveraging its performance track record and direct distribution model.
