AIF · Equity · Multi Cap
MNCL Capital Compounder Fund
Fund size₹95 Cr
IRRSince inception23.46%
1Y return22.49%
Fund age2 yrs 7 mo
Fund Manager
Abhisar Jain
Abhisar Jain
Fund Manager, AIF, Monarch AIF
Mr Abhisar Jain Heading Monarch AIF with responsibility of Fund Management. Expertise in fundamental equity analysis with passion to discover and bet on under-owned, under-researched, under-valued and unknown stocks. Inspired by the wisdom and methods of legendary investors like Peter Lynch, Howard Marks, Warren Buffett and Joel Greenblatt.
Managing AUM₹1,096 Cr
Growth of₹Cr
MNCL Capital Compounder
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
MNCL Capital Compounder—22.49%12.03%——23.46%
NIFTY 500 Index−9.50%12.84%10.81%——20.98%
Excess over benchmark—9.65%1.22%——2.48%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2023.
Risk : What you take on to earn the return
Volatility
17.83%
Benchmark approx 14.47%
A standard deviation reflecting historical swings.
Sensitivity
0.93
Beta vs benchmark 1.00 · 7% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.92
Sharpe
Excess return gained per unit of volatility.
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