- Manager
- MRG Investment Partners
- Service
- Discretionary
- Asset class
- Equity
Wealth Protector
+3.79%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
MRG Investment Partners’ Wealth Protector returned 3.79% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹1.08 crore across its clients.
Key numbers
- AUM
- ₹1.08 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.08×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.40% | −6.03% | +1.63% |
| 3 months | −2.45% | −4.91% | +2.46% |
| 6 months | +8.13% | +2.13% | +6.00% |
| 1 year | +3.79% | −7.09% | +10.88% |
| 2 years | −1.21% | −5.29% | +4.08% |
| 3 years | +10.18% | +6.06% | +4.12% |
| 4 years | +11.56% | +8.48% | +3.08% |
| 5 years | +8.41% | +6.38% | +2.03% |
| Since inception | +12.26% | +10.80% | +1.46% |
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 equity83.27%₹0.90 Cr
- Mutual funds14.63%₹0.16 Cr
- Cash and other2.10%₹0.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.08×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Wealth Protector returned?
3.79% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.40%; 3 months: −2.45%; 6 months: 8.13%; 1 year: 3.79%; 2 years: −1.21%; 3 years: 10.18%; 4 years: 11.56%; 5 years: 8.41%; Since inception: 12.26%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 10.88 percentage points ahead.
How much does Wealth Protector manage?
₹1.08 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 Protector?
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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