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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
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PMS Bazaar
Portfolio age7 years, 5 months
-0.03%
-1.14%
Hurdle Rate**10.00%
Fixed feeNo Option
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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (7.42%)
Allocation by Market Cap
Small Cap (26.19%)
Mid Cap (18.24%)
Large Cap (27.32%)
Sector Holdings
  • Fast Moving Consumer Goods14.64%
  • Financial Services12.5%
  • Information Technology10.85%
  • Chemicals9.02%
  • Realty6.25%
Stock Holdings
  • ICICI Prudential Silver ETF11.14%
  • Cash & Cash Equivalents7.42%
  • Bharti Airtel Ltd.5.18%
  • ITC Ltd4.97%
  • Nippon India ETF Gold Bees4.97%

PORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
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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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
17.38
(As on Aug, 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

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.00%
Hurdle Rate
10.00%
Profit Sharing
20% Profit share above 10% Hurdle
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INVESTMENT 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

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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

MRG Investment Partners Pvt Ltd
MRG Investment Partners Pvt Ltd manages assets worth Rs 74.55 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

74.55 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of MRG Capital - Wealth Maximizer?
The hurdle rate of MRG Capital - Wealth Maximizer is 10.00%.
What is the fixed fee charged in MRG Capital - Wealth Maximizer ?
The fixed fee charged in MRG Capital - Wealth Maximizer is No Option.
What is the variable fee charged in MRG Capital - Wealth Maximizer ?
The variable fee charged in MRG Capital - Wealth Maximizer is 1.00%.
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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