Manu Rishi Guptha
Founder & CEO
Mr. Manu Rishi Guptha have 25+ years of investment experience. A full-time MBA Graduate from the Warwick Business School. Stock Market and Hospitality are his passion and comments on these subjects voraciously.
Wealth Protector
MRG Investment Partners Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
31 December 2019
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes
Investment Strategy
Investment Approach
investment in Equity, equity related securities and fixed income, preservation of capital, Low risk
Investment Objective
Capital preservation of client capital is of utmost importance while generating returns greater than FD. In addition, preservation of the real value of client capital after fees and taxes is a primary objective
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 2.84% | -0.28% | 3.12% |
| 3 MONTHS | 7.50% | 6.33% | 1.17% |
| 6 MONTHS | 1.44% | 2.92% | -1.48% |
| 1 YEAR | 7.49% | 11.88% | -4.39% |
| 2 YEAR | 10.56% | 10.97% | -0.41% |
| 3 YEAR | 16.44% | 14.32% | 2.12% |
| 5 YEAR | 13.61% | 14.68% | -1.07% |
| SINCE INCEPTION | 14.56% | 14.77% | -0.21% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | 7.49% |
| CY 2024 | 13.72% |
| CY 2023 | 29.15% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 10.91% |
| FY 25 | 8.18% |
| FY 24 | 40.64% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
34.21%
Mid Cap
19.52%
Small Cap
30.58%
Cash & Equivalent
1.47%
Top 5 Holdings
- Titan Company Limited 9.75%
- Castrol India Ltd 9.56%
- Larsen & Toubro Limited 6.40%
- ACC Ltd 5.51%
- Infosys Ltd 4.20%
Top 5 Sectors
- Chemicals 12.68%
- Oil, Gas & Consumable Fuels 11.38%
- Consumer Durables 10.74%
- Fast Moving Consumer Goods 9.72%
- Information Technology 9.25%
Portfolio Characteristics
total number of stocks
33
top 5 stocks percent
35.42%
top 5 sectors percent
53.77%
average market cap
N/A
portfolio age
6 Yrs, 0 Months
sip
Available
stp
Available
Fee Structure
Fixed Fee
AMC: 1%
Variable Fee
AMC: No Option
Hurdle: 10%
Profit Sharing: 20% Profit share above 10% Hurdle
Exit Load
Year 1: 2%
Year 2: 1%
Year 3: 0%
Disclaimer
* Returns are as on31st December 2025 , * 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
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)