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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
  • 90
    Out of 136*
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PMS Bazaar
Portfolio age6 years, 6 months
0.77%
-1.72%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
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 (1.83%)
Allocation by Market Cap
Small Cap (32.49%)
Mid Cap (18.11%)
Large Cap (32.81%)
Sector Holdings
  • ETF14.76%
  • Chemicals12.3%
  • Consumer Durables10.71%
  • Oil, Gas & Consumable Fuels10.57%
  • Fast Moving Consumer Goods8.8%
Stock Holdings
  • ICICI Prudential Silver ETF12.93%
  • Titan Company Limited9.76%
  • Castrol India Ltd9.05%
  • Larsen & Toubro Limited6.42%
  • Ashiana Housing Limited4.74%

bt_logoPORTFOLIO MANAGERS

Manu Rishi Guptha
  • Manager Rank72 Out of 185
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM74.64999999999999
  • Highest Return In 1 Yr10.98%
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)
₹17.69 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
131 Out of 285
Fixed Fee
No Option
Scheme Return
1.56%
Benchmark Return
-1.72%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹55.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 285
Fixed Fee
No Option
Scheme Return
1.07%
Benchmark Return
-1.72%
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
176 Out of 285
Fixed Fee
No Option
Scheme Return
0.77%
Benchmark Return
-1.72%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1.13
(As on May, 2026)
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
No Option
Variable Fee
1.00%
Hurdle Rate
10.00%
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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
MRG Capital - Wealth Protector
AUM (₹ Cr)
₹1.13 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
176 Out of 285
Fixed Fee
No Option
Scheme Return
0.77%
Benchmark Return
-1.72%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 73.54 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

73.54 (As on Apr, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹17.69 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
131 Out of 285
Fixed Fee
No Option
Scheme Return
1.56%
Benchmark Return
-1.72%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹55.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 285
Fixed Fee
No Option
Scheme Return
1.07%
Benchmark Return
-1.72%
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
176 Out of 285
Fixed Fee
No Option
Scheme Return
0.77%
Benchmark Return
-1.72%
*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 Protector?
The hurdle rate of MRG Capital - Wealth Protector is 10.00%.
What is the fixed fee charged in MRG Capital - Wealth Protector ?
The fixed fee charged in MRG Capital - Wealth Protector is No Option.
What is the variable fee charged in MRG Capital - Wealth Protector ?
The variable fee charged in MRG Capital - Wealth Protector is 1.00%.
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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