The company stated that it mobilised the entire amount through its internal distribution network, without using external intermediaries or third-party distributors.
According to the company, the PMS has delivered a time-weighted rate of return (TWRR) of 10.72% since inception on December 17, 2025, compared with a return of -4.28% for the BSE 500 TRI over a comparable period, implying an outperformance of 15 percentage points as of April 24, 2026.
The fund follows a sector-agnostic investment approach and focuses on companies with relatively stable cash flows, return ratios and governance standards, the company said. It added that stock selection involves a combination of quantitative and qualitative analysis.
Monarch Networth Capital said it is targeting ₹500 crore in PMS assets under management over the next two months, building on the initial mobilisation and reported performance.
Commenting on the development, managing director Vaibhav Shah said the fundraising and performance reflect client participation and the firm’s investment process.
The company noted that the performance data is based on internal calculations and has not been verified by the Securities and Exchange Board of India. It also said returns may vary across investors depending on the timing of investments and portfolio composition, and reiterated that past performance does not guarantee future results.
