PMS · Equity · Flexi Cap
Monarch Wealth Creator Fund
Fund size₹279 Cr
IRRSince inception13.81%
Minimum investment₹50 Lakh
Fund age8 mo
Fund Managers
Dhruv Joglekar
Fund Manager, Monarch Networth
Dhruv Joglekar, a Chartered Accountant (CA) and a CMT, is a seasoned investment professional with over 10 year experience accross portfolio management, equity research, and corporate finance
Managing AUM₹279 Cr
Shaukat Ali
Fund Manager, Monarch Networth
Shaukat Ali is a Mechanivcal Engineering graduate from NIT Surat, with over 19 years of experience in the field of sector agnostic equity research and investment management.
Managing AUM₹279 Cr
Growth of₹Cr
Monarch Wealth Creator
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Monarch Wealth Creator | 13.23% | — | — | — | — | 13.81% |
| Nifty 500 | −1.02% | — | — | — | — | −0.28% |
| Excess over benchmark | 14.25% | — | — | — | — | 14.09% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Stocks
40
P/E ratio
19.53
P/B ratio
2.54
Dividend yield
0.29%
Avg market cap
₹1.89 L Cr
Median market cap
₹38,438 Cr
Asset class
Equity
Market cap
Large cap34.69%
Mid cap33.90%
Small cap22.54%
Cash & others8.87%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan B · Performance LinkedFixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 0.50% within 1 year, 0.50% within 2 years, nil after 3 years. Lock-in: Nil.
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