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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
  • 86
    Out of 143*
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PMS Bazaar
Portfolio age7 years, 2 months
1.12%
2.36%
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 31/07/2026)
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 (9.45%)
Allocation by Market Cap
Small Cap (27.04%)
Mid Cap (17.04%)
Large Cap (26.91%)
Sector Holdings
  • Fast Moving Consumer Goods13.66%
  • Financial Services12.02%
  • Information Technology10.01%
  • Chemicals9.94%
  • Realty6.45%
Stock Holdings
  • Cash & Cash Equivalents9.45%
  • Bharti Airtel Ltd.5.71%
  • ITC Ltd5.46%
  • Bse Ltd.4.71%
  • Ashiana Housing Limited4.67%

PORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank49 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM73.94
  • Highest Return In 1 Yr7.65%
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 Enhancer
AUM (₹ Cr)
₹55.42 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
101 Out of 284
Fixed Fee
No Option
Scheme Return
2.05%
Benchmark Return
2.36%
MRG Capital - Wealth Protector
AUM (₹ Cr)
₹1.13 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
140 Out of 284
Fixed Fee
No Option
Scheme Return
1.36%
Benchmark Return
2.36%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.39 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 284
Fixed Fee
No Option
Scheme Return
1.12%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
17.39
(As on Jul, 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

Calculators

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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PEER ANALYSIS

  • table
  • Grid
Compare
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.39 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
155 Out of 284
Fixed Fee
No Option
Scheme Return
1.12%
Benchmark Return
2.36%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
2.19%
Emkay - Capital Builder
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
2.19%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
2.19%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
2.19%
Dynamic
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
2.36%
*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 72.74 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

72.74 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹55.42 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
101 Out of 284
Fixed Fee
No Option
Scheme Return
2.05%
Benchmark Return
2.36%
MRG Capital - Wealth Protector
AUM (₹ Cr)
₹1.13 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
140 Out of 284
Fixed Fee
No Option
Scheme Return
1.36%
Benchmark Return
2.36%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.39 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 284
Fixed Fee
No Option
Scheme Return
1.12%
Benchmark Return
2.36%
*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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