Monarch Networth Capital Raises Rs 100 Crore for Maiden PMS, Outperforming Benchmark by 15%

Monarch Networth Capital Raises Rs 100 Crore for Maiden PMS, Outperforming Benchmark by 15%​

Monarch Networth Capital Limited, an integrated financial services company, announced a significant milestone in its Portfolio Management Services (PMS) division, successfully raising Rs 100 crore for its debut PMS scheme, the Monarch Wealth Creator Fund. The fund has also demonstrated strong performance, generating an outperformance of 15.00% over its benchmark since inception.

The entire Rs 100 crore mobilization was achieved solely through Monarch's direct distribution network, without relying on any external market intermediary or third party distributor. Company sources stated that this underscores the confidence of existing clients and investors in the company's investment philosophy and research capabilities.

Exceptional Performance Since Inception​

The PMS fund has registered a positive return despite challenging broader market conditions. As of April 24, 2026, the performance metrics highlight a notable divergence from the market benchmark, BSE 500 TRI.


While the BSE 500 TRI recorded a negative return of -4.28% during the period, the Monarch Wealth Creator Fund posted a positive return of +10.72%. This resulted in an alpha of 15.0 percentage points, affirming the strength of Monarch's research driven, fundamentals first investment process.

Strategy and Future Growth Targets​

Monarch’s strategy for the PMS is described as sector agnostic and deeply intensive, focusing on fundamental business analysis. The investment approach targets identifying businesses characterized by strong and predictable cash flows, superior return on capital employed, efficient capital allocation, scalable growth potential, and exceptional management quality and corporate governance.

The company's disciplined, multi layered screening process combines quantitative financial analysis with qualitative evaluations of the business and management.

Building on this initial success, Monarch Networth Capital has set a growth target, aiming to raise a total of Rs 500 crore in PMS Assets Under Management (AUM) over the next two months. The company plans to maintain its direct distribution model, leveraging its pan India branch network and institutional relationships to achieve this expansion.

Management Commentary​

Vaibhav Shah, Managing Director of Monarch Networth Capital Ltd., commented on the achievement, stating that raising Rs 100 crore through its direct network is validation of client trust. He added that the 15.0% outperformance over the BSE 500 TRI in a challenging market demonstrates the strength and discipline of the firm's investment process. Shah also noted that the company is targeting Rs 500 crore in PMS AUM over the next two months, citing the overwhelming investor response.

MONARCH Stock Price Movement​

Shares of Monarch Networth Capital Limited are edging higher to ₹305 as of 11:54 AM today, rallying 3.42% on a significant jump of ₹10.10. The stock is experiencing notable momentum in live trading, supported by a high volume of 135,185 shares.