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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
  • 60
    Out of 137*
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PMS Bazaar
Portfolio age6 years, 11 months
11.31%
-11.3%
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 30/04/2026)
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 (12.02%)
Allocation by Market Cap
Small Cap (26.16%)
Mid Cap (16.64%)
Large Cap (26.04%)
Sector Holdings
  • Fast Moving Consumer Goods13.13%
  • Financial Services11.9%
  • Chemicals9.9%
  • Information Technology9.46%
  • Realty6.45%
Stock Holdings
  • Cash & Cash Equivalents12.02%
  • Bharti Airtel Ltd.5.67%
  • ITC Ltd5.21%
  • Bse Ltd.4.75%
  • Ashiana Housing Limited4.65%

bt_logoPORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank31 Out of 182
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.57%
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
  • table
  • Grid
Compare
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
153 Out of 270
Fixed Fee
1.00%
Scheme Return
11.67%
Benchmark Return
-11.3%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.43 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
167 Out of 270
Fixed Fee
1.00%
Scheme Return
11.31%
Benchmark Return
-11.3%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹54.99 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
191 Out of 270
Fixed Fee
1.00%
Scheme Return
10.36%
Benchmark Return
-11.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
17.43
(As on Apr, 2026)
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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.43 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
166 Out of 270
Fixed Fee
1.00%
Scheme Return
11.31%
Benchmark Return
-11.3%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*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 63.66 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

63.66 (As on Mar, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
153 Out of 270
Fixed Fee
1.00%
Scheme Return
11.67%
Benchmark Return
-11.3%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.43 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
167 Out of 270
Fixed Fee
1.00%
Scheme Return
11.31%
Benchmark Return
-11.3%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹54.99 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
191 Out of 270
Fixed Fee
1.00%
Scheme Return
10.36%
Benchmark Return
-11.3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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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