Maximal Pathfinder Value Fund
EQUITY MULTI CAP
Primary objective is to create long term wealth for clients by investing in opportunities offering extremely attractive risk-adjusted return potential with limited chance of permanent loss of capital
+21.61%
3Y annualised returns
+12.53%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
18 May '22
Total AUM
₹167.16Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
SGSarvesh GuptaFounder & Fund Manager, Maximal CapitalView details
SG
Sarvesh Gupta
Founder & Fund Manager, Maximal Capital
View details
About
Sarvesh has been investing in equities for more than 15 years with 12 years of experience of being a full-time professional investor across the listed and unlisted space. Prior to launching Maximal Capital PMS, Sarvesh was a SEBI registered investment adviser during 2017-21 across listed equities and high yield debt strategies, generating double digit alpha for clients during this tenure. Before founding Maximal, Sarvesh was the fund manager at Trivantage Capital during 2016-17, a SEBI registered PMS. Sarvesh was instrumental in setting the fund from ground zero to reach multi hundred crores in assets with strong double digit alpha. Preceding that, Sarvesh was Principal with Gaja Capital, one of India’s leading private equity firms focused on investing in sectors across financial services, consumer products and services, education amongst others. At Gaja, he participated and often led the investment process. He was the youngest at Gaja to be inducted in the top decision-making core investment team, having been promoted twice in a span of 3 years
Experience
Over 15 years in equity investing, including 12 years as a professional investor.
Investment philosophy
Specializes in listed/unlisted equities, private equity, and high-yield debt strategies.
Previously worked at
- Trivantage Capital
- Gaja Capital
- SEBI Registered Investment Adviser
Awards
- Generated double-digit alpha for clients as an investment adviser and a PMS fund manager. Youngest professional inducted into the core investment team at a leading private equity firm.
PMS house
Maximal Capital
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