Monarch Wealth Creator Fund
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.91%
- 3M
- +9.63%
- 6M
- —
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +11.08%
- Strategy AUM
- ₹243 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.91% | −0.17% | −0.74% |
| 3 Months | +9.63% | −2.34% | +11.97% |
| 6 Months | +0.00% | +0.00% | +0.00% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +11.08% | −3.99% | +15.07% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 6 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.91% | −0.17% | −0.74% |
| Apr-2026 | +21.79% | +10.38% | +11.41% |
| Mar-2026 | −9.17% | −11.37% | +2.20% |
| Feb-2026 | +3.53% | +0.45% | +3.08% |
| Jan-2026 | −2.62% | −3.34% | +0.72% |
| Dec-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 17 Dec 2025
- Age
- 5 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.65×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To consistently generate wealth for investors through disciplined stock selection and diligent allocation of investment capital across the stocks/sectors.
Fund Managers
1 manager
Name
Md Shaukat Ali
Experience
18.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- MONARCH NETWORTH CAPITAL LIMITED
- Strategy
- Monarch Wealth Creator Fund
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.