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Maximal Pathfinder Value Fund

Maximal Capital Private Limited

180.37 CR AUM

Maximal Pathfinder Value Fund

Maximal Pathfinder Value Fund

Maximal Capital Private Limited

180.37 CR AUM

BSE 500 TRI
Benchmark
4yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sarvesh gupta

Fund Manager
EQUITYStrategies

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

The investment objective of the Portfolio Manager under this investment approach is to generate long-term capital appreciation on a risk-adjusted basis. Being long-only in nature, the endeavor is to beat the relevant benchmark over the relevant time horizon.

Investment Approach v/s Benchmark Metrics

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1M IA return
15.67%
1M benchmark return
10.38%
Alpha
5.29%
1M Wealth multiple
1.16x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
15.67%
1M benchmark return
10.38%
Alpha
5.29%
1M Wealth multiple
1.16x

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