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MNCL Capital Compounder Fund -2 - Monarch Networth Capital

MNCL  Capital Compounder Fund -2 Logo

MNCL Capital Compounder Fund -2 - Monarch Networth Capital

Benchmark

BSE 200

Inception Date

Apr 2024

Min. Investment

NA

AUM (Cr.)

74010

Investment Performance

Investment Details

The Investment Manager will focus on going long-on companies which have solid track record, high quality business, clean management, clear visibility of growth (over next 2-3 years) and decent/large undervaluation against comparable companies or their own history (because of any external or company specific short term reason) which is expected to time correct and provide high returns with low risk over medium term. Investment decisions would be market cap agnostic and quality focused. The Investment Manager will follow prudent sector allocation weights to minimize risk from over-dependence on one sector. The investment decisions would be guided by the principles of value, being applied to the companies exhibiting sustainable growth. The Investment Manager will focus on real cash flows and cash flow yields prior to selecting stocks for investments. The Fund may make Temporary Investments in liquid funds for a sizeable portion of Corpus during the phase of broad based high valuations.

Top 5 Holdings

Top 5 Holdings

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Top 5 Sectors

Top 5 Sectors

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

N/A

0.00%

Portfolio Characteristics

Portfolio Characteristics

Total Number of StocksNo Option
Top 5 Stocks %0.00%
Top 5 Sectors %0.00%
Average Market CapUNDISC.
Portfolio Age0 Yrs, 10 Months
SIPNot Available
STPNot Available

Portfolio Composition

Portfolio Composition

Trailing Returns

Investment Approach Trailing Returns %

Investment ApproachBenchmark
Since Inception2.10%-1.50%
1 Month-7.00%-7.80%
3 Months-10.40%-12.20%
6 Months-5.70%-16.00%
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