Monarch Wealth Creator Fund PMS: Returns, AUM & Details
MONARCH NETWORTH CAPITAL LIMITED • Equity
Monarch Wealth Creator Fund is an equity portfolio management service (PMS) strategy run by MONARCH NETWORTH CAPITAL LIMITED, launched on 17 Dec 2025. As of 30 Sep 2026, it manages ₹281 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Md Shaukat Ali.
AUM
₹281 Cr
Fund manager
Md Shaukat Ali
Minimum investment
₹50 Lakhs
Data as of
30 Sep 2026
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Md Shaukat Ali
Assets (AUM)
₹281.07 Cr
Benchmark Index
BSE 500 TRI
Inception Date
17/12/2025
Trailing Returns
Trailing returns (as of 30 Sep 2026)
Period
Return
1 Month
-6.06%
3 Months
-4.84%
Since Inception
+6.91%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.