PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Managed by Monarch Networth Capital
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −6.1% | −5.6% | −0.5% |
| 3 Months | −4.8% | −3.6% | −1.3% |
| 6 Months | +16.2% | +8.1% | +8.1% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +6.9% | +11.7% | −4.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 10-month window · Source: Computed from NAV history
Maximum drawdown: 9.2%
Monarch Networth Capital’s story and investment philosophy are on the Monarch Networth Capital firm page.
VAIBHAV SHAH
Managing Director
MANJU BAFNA
Chairman cum Whole Time Director
ASHOK BAFNA
Whole Time Director
SHAILEN SHAH
President – Institutional Desk
BANKIM SHAH
Chief Operating Officer
Registration No
INP000006059
Fund Manager
Mr.Shaukat Ali
Principal Officer
Mr.Shaukat Ali
Inflow
₹6.00 Cr
Outflow
₹1.12 Cr
Net
₹4.88 Cr
Not reported — complaint data for this strategy isn't available yet.
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