- Manager
- MRG Investment Partners
- Service
- Discretionary
- Asset class
- Equity
Wealth Maximizer
+3.60%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
MRG Investment Partners’ Wealth Maximizer returned 3.60% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹16.57 crore across its clients.
Key numbers
- AUM
- ₹16.57 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.30×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.71% | −6.03% | +1.32% |
| 3 months | −3.67% | −4.91% | +1.24% |
| 6 months | +6.01% | +2.13% | +3.88% |
| 1 year | +3.60% | −7.09% | +10.69% |
| 2 years | +2.69% | −5.29% | +7.98% |
| 3 years | +14.25% | +6.06% | +8.19% |
| 4 years | +15.39% | +8.48% | +6.91% |
| 5 years | +9.73% | +6.38% | +3.35% |
| Since inception | +11.67% | +11.27% | +0.40% |
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 equity73.84%₹12.24 Cr
- Mutual funds18.80%₹3.12 Cr
- Cash and other5.44%₹0.90 Cr
- Debt1.91%₹0.32 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0 Cr
- Net, FY to date
- −₹0.03 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.30×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Maximizer returned?
3.60% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.71%; 3 months: −3.67%; 6 months: 6.01%; 1 year: 3.60%; 2 years: 2.69%; 3 years: 14.25%; 4 years: 15.39%; 5 years: 9.73%; Since inception: 11.67%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 10.69 percentage points ahead.
How much does Wealth Maximizer manage?
₹16.57 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 Maximizer?
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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