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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
  • 59
    Out of 129*
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Portfolio age6 years, 10 months
-4.13%
-0.51%
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 28/02/2026)
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 (1.26%)
Allocation by Market Cap
Small Cap (26.66%)
Mid Cap (19.04%)
Large Cap (26.05%)
Sector Holdings
  • Fast Moving Consumer Goods12.77%
  • Financial Services12.77%
  • Chemicals11.12%
  • Information Technology9.52%
  • Realty6.45%
Stock Holdings
  • Cash & Cash Equivalents7.79%
  • Bharti Airtel Ltd.5.86%
  • ITC Ltd5.65%
  • Bse Ltd.4.89%
  • Ashiana Housing Limited4.77%

bt_logoPORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank37 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr25.3%
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
239 Out of 263
Fixed Fee
1.00%
Scheme Return
-1.75%
Benchmark Return
-0.51%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹51.96 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
248 Out of 263
Fixed Fee
1.00%
Scheme Return
-2.33%
Benchmark Return
-0.51%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.32 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
262 Out of 263
Fixed Fee
1.00%
Scheme Return
-4.13%
Benchmark Return
-0.51%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
15.32
(As on Feb, 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)
₹15.32 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
262 Out of 263
Fixed Fee
1.00%
Scheme Return
-4.13%
Benchmark Return
-0.51%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 68.40 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

68.40 (As on Feb, 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
239 Out of 263
Fixed Fee
1.00%
Scheme Return
-1.75%
Benchmark Return
-0.51%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹51.96 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
248 Out of 263
Fixed Fee
1.00%
Scheme Return
-2.33%
Benchmark Return
-0.51%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.32 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
262 Out of 263
Fixed Fee
1.00%
Scheme Return
-4.13%
Benchmark Return
-0.51%
*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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