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Maximal Income Fund

Maximal Capital Private Limited

41.94 CR AUM

Maximal Income Fund

Maximal Income Fund

Maximal Capital Private Limited

41.94 CR AUM

Nifty Medium to Long Duration Debt Index
Benchmark
3yr 11mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty Medium to Long Duration Debt Index
Benchmark
3yr 11mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sarvesh gupta

Fund Manager
DEBTStrategies

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

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

Purpose

Maximal Income Fund follows an income oriented investment approach aimed at generating stable cashflows with potential for moderate capital appreciation through investments in income generating securities. The strategy takes a broad based approach by investing in ordinary shares, REITs, INVITs and other instruments with relatively predictable distributions and credible management. The investment philosophy emphasises value investing and margin of safety while focusing on securities that provide stable and predictable cashflows combined with potential growth in distribution per unit through new acquisitions or expansion of underlying assets. Portfolio construction emphasises investments in top rated exchange traded instruments with a focus on AAA rated or similarly high rated securities to maintain stability of income streams while balancing current yield with growth potential. The strategy allocates capital toward asset classes such as REITs and INVITs which benefit from factors like rent escalation, increase in number of projects and infrastructure expansion that can support rising distribution income over time. The portfolio focuses on securities offering better tax adjusted yields and avoids instruments offering very high yields at the cost of capital security while also emphasising low beta securities and stable distributions. Sector agnostic and combination of large cap and mid cap.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
3.36%
1M benchmark return
-0.04%
Alpha
3.40%
1M Wealth multiple
1.03x

Investment Approach v/s Benchmark Performance

2026
2026
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Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
3.36%
1M benchmark return
-0.04%
Alpha
3.40%
1M Wealth multiple
1.03x

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