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MRG Capital - Wealth Maximizer
MRG Capital - Wealth Maximizer

MRG Capital - Wealth Maximizer

  • MRG Investment Partners Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 82
    Out of 118*
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Portfolio age6 years, 6 months
3.46%
4.62%
Hurdle Rate**10%
Fixed fee1.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (11.6%)
Allocation by Market Cap
Small Cap (23.75%)
Mid Cap (21.03%)
Large Cap (27.53%)
Sector Holdings
  • Financial Services12.99%
  • Fast Moving Consumer Goods12.95%
  • Chemicals12.27%
  • Information Technology9.76%
  • Telecommunication5.83%
Stock Holdings
  • Cash & Cash Equivalents11.6%
  • Bharti Airtel Ltd.5.83%
  • ITC Ltd5.47%
  • Bse Ltd.4.63%
  • Ashiana Housing Limited4.01%

bt_logoPORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank65 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.1%
Profile

Mr. Manu Rishi Guptha have 25+ years of investment experience. A full-time MBA Graduate from the Warwick Business School. Stock Market and Hospitality are his passion and comments on these subjects voraciously.

Other Schemes
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Compare
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹14.98 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
143 Out of 251
Fixed Fee
1.00%
Scheme Return
3.46%
Benchmark Return
4.62%
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
146 Out of 251
Fixed Fee
1.00%
Scheme Return
3.42%
Benchmark Return
4.62%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹47.57 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
160 Out of 251
Fixed Fee
1.00%
Scheme Return
3.13%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
14.98
(As on Oct, 2025)
Inception Date
May 25, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.00%
Variable Fee
No Option
Hurdle Rate
10%
Profit Sharing
20% Profit share above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Capital appreciation over a long term while preservation of client capital. In addition, preservation of the real value of client capital after fees and taxes is a primary objective

Investment Approach

Long term capital appreciation, investment in Equity, equity related securities and Fixed income, Preservation of capital, Medium to high risk

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹14.98 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
142 Out of 251
Fixed Fee
1.00%
Scheme Return
3.46%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

MRG Investment Partners Pvt Ltd
MRG Investment Partners Pvt Ltd manages assets worth Rs 63.63 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

63.63 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹14.98 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
143 Out of 251
Fixed Fee
1.00%
Scheme Return
3.46%
Benchmark Return
4.62%
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
146 Out of 251
Fixed Fee
1.00%
Scheme Return
3.42%
Benchmark Return
4.62%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹47.57 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
160 Out of 251
Fixed Fee
1.00%
Scheme Return
3.13%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of MRG Capital - Wealth Maximizer?
The hurdle rate of MRG Capital - Wealth Maximizer is 10%.
What is the fixed fee charged in MRG Capital - Wealth Maximizer ?
The fixed fee charged in MRG Capital - Wealth Maximizer is 1.00%.
What is the variable fee charged in MRG Capital - Wealth Maximizer ?
There is no option for Variable fee.
What is the profit sharing in MRG Capital - Wealth Maximizer ?
The profit sharing in MRG Capital - Wealth Maximizer is 20% Profit share above 10% Hurdle.
What is the minimum investment in MRG Capital - Wealth Maximizer ?
The minimum investment in MRG Capital - Wealth Maximizer is ₹50 Lacs
What type of scheme is MRG Capital - Wealth Maximizer?
MRG Capital - Wealth Maximizer is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of MRG Capital - Wealth Maximizer?
The inception date of MRG Capital - Wealth Maximizer is May 25, 2019.
What is the exit load of MRG Capital - Wealth Maximizer?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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