- Manager
- MRG Investment Partners
- Service
- Discretionary
- Asset class
- Equity
Wealth Enhancer
+1.29%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
MRG Investment Partners’ Wealth Enhancer returned 1.29% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹53.56 crore across its clients.
Key numbers
- AUM
- ₹53.56 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.18×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.31% | −6.03% | +0.72% |
| 3 months | −3.08% | −4.91% | +1.83% |
| 6 months | +5.52% | +2.13% | +3.39% |
| 1 year | +1.29% | −7.09% | +8.38% |
| 2 years | +1.24% | −5.29% | +6.53% |
| 3 years | +12.76% | +6.06% | +6.70% |
| 4 years | +13.11% | +8.48% | +4.63% |
| 5 years | +8.55% | +6.38% | +2.17% |
| Since inception | +10.66% | +10.75% | −0.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity79.51%₹42.59 Cr
- Mutual funds16.61%₹8.90 Cr
- Cash and other2.54%₹1.36 Cr
- Debt1.30%₹0.70 Cr
- Unlisted equity0.03%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.51 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0.51 Cr
- Net, FY to date
- ₹4.10 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Enhancer returned?
1.29% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.31%; 3 months: −3.08%; 6 months: 5.52%; 1 year: 1.29%; 2 years: 1.24%; 3 years: 12.76%; 4 years: 13.11%; 5 years: 8.55%; Since inception: 10.66%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 8.38 percentage points ahead.
How much does Wealth Enhancer manage?
₹53.56 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Wealth Enhancer?
MRG Investment Partners, a SEBI-registered portfolio manager (INP000006253), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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