MRG Investment Partners Pvt Ltd
AUM (Cr.)
35.31
No. of Clients
34
No. of Investment Approach
3
As On
30 August 2023
MRG Capital is a SEBI Registered Portfolio Management Services Provider. Investment philosophy of the company is some of the principles of wealth creation that have stood the test of time over decades and market cycles. Quality and Character of Management stands tall as one of 19 criterions that must pass muster before invest.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Wealth Protector |
MULTI CAP | 40.64% | 14.55% | 15.00% | NA | 31 Dec, 2019 |
Wealth Maximizer |
MULTI CAP | 40.51% | 13.88% | 15.71% | NA | 25 May, 2019 |
Wealth Enhancer |
MULTI CAP | 33.04% | 11.15% | 12.67% | NA | 17 May, 2019 |
* Returns are as on 31st March 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Manu Rishi Guptha
Founder & CEO
AMC Registered Address
H No 1139,Sec 21 B,Chandigarh,India-160022
SEBI Reg No : INP000006253
AMC Investor Login Link
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AMC Website Link
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AMC Social Media
Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
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