MRG Investment Partners PMS strategies
MRG Investment Partners runs 3 portfolio management strategies listed with APMI, managing ₹40 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Wealth Enhancer | Equity | — | ₹31.01 Cr | +13.07% | — | — | ₹50 Lakhs | — |
| Wealth Maximizer | Equity | — | ₹8.14 Cr | +17.47% | — | — | ₹50 Lakhs | — |
| Wealth Protector | Equity | — | ₹0.85 Cr | +14.79% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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