29/10/2025
When consistency beats convenience.
Over the past year, the markets have tested patience more than prediction. While indices and mutual funds swung with volatility, MRG’s disciplined, research-driven approach held steady; protecting capital, compounding returns, and delivering superior risk-adjusted performance.
Highlights:
- PMS delivered +4.24% vs. NIFTY +1.21% and Flexicap MFs –0.60%
- Strong 3-Year CAGR of 17.37%, outperforming benchmarks
- Better Sharpe Ratio (1.46) indicating superior risk-adjusted returns
- Lower Beta (0.83) showcasing resilience in volatile conditions
In essence: MRG portfolios don’t chase trends,they build enduring wealth through conviction, discipline, and balance.