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MRG Capital - Wealth Protector
MRG Capital - Wealth Protector

MRG Capital - Wealth Protector

  • MRG Investment Partners Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 100
    Out of 118*
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Portfolio age5 years, 11 months
3.42%
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 (1.72%)
Allocation by Market Cap
Small Cap (33.87%)
Mid Cap (19.63%)
Large Cap (34.73%)
Sector Holdings
  • Chemicals14.13%
  • Oil, Gas & Consumable Fuels11.85%
  • Fast Moving Consumer Goods10.58%
  • Consumer Durables10.3%
  • Information Technology8.83%
Stock Holdings
  • Castrol India Ltd10.06%
  • Titan Company Limited9.37%
  • Larsen & Toubro Limited6.57%
  • ACC Ltd6.2%
  • Tata Chemicals Ltd4.72%

bt_logoPORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank122 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
  • 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_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Dec 31, 2019
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
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 preservation of client capital is of utmost importance while generating returns greater than FD. In addition, preservation of the real value of client capital after fees and taxes is a primary objective

Investment Approach

investment in Equity, equity related securities and fixed income, preservation of capital, Low 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 Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
147 Out of 251
Fixed Fee
1.00%
Scheme Return
3.42%
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 Protector?
The hurdle rate of MRG Capital - Wealth Protector is 10%.
What is the fixed fee charged in MRG Capital - Wealth Protector ?
The fixed fee charged in MRG Capital - Wealth Protector is 1.00%.
What is the variable fee charged in MRG Capital - Wealth Protector ?
There is no option for Variable fee.
What is the profit sharing in MRG Capital - Wealth Protector ?
The profit sharing in MRG Capital - Wealth Protector is 20% Profit share above 10% Hurdle.
What is the minimum investment in MRG Capital - Wealth Protector ?
The minimum investment in MRG Capital - Wealth Protector is ₹50 Lacs
What type of scheme is MRG Capital - Wealth Protector?
MRG Capital - Wealth Protector is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of MRG Capital - Wealth Protector?
The inception date of MRG Capital - Wealth Protector is Dec 31, 2019.
What is the exit load of MRG Capital - Wealth Protector?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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