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Maximal - Pathfinder Value Fund
Maximal - Pathfinder Value Fund

Maximal - Pathfinder Value Fund

  • Maximal Capital
  • Multi Cap AND Flexi Cap
  • 41
    Out of 198*
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PMS Bazaar
Portfolio age4 years, 3 months
2.6%
2.19%
Hurdle Rate**10.00%
Fixed feeNo Option
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Sarvesh Gupta
  • Manager Rank41 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM248.62
  • Highest Return In 1 Yr18.61%
Profile

Mr. 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.

Other Schemes
AUM (₹ Cr)
₹198.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
70 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹49.80 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category
Debt
Category Rank
2 Out of 23
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹198.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
70 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Maximal Capital
Maximal Capital manages assets worth Rs 252.17 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Debt schemes.

AUM (₹ cr)

252.17 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹198.82 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
70 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹49.80 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category
Debt
Category Rank
2 Out of 23
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Maximal - Pathfinder Value Fund?
The hurdle rate of Maximal - Pathfinder Value Fund is 10.00%.
What is the fixed fee charged in Maximal - Pathfinder Value Fund ?
The fixed fee charged in Maximal - Pathfinder Value Fund is No Option.
What is the variable fee charged in Maximal - Pathfinder Value Fund ?
The variable fee charged in Maximal - Pathfinder Value Fund is 1.00%.
What is the profit sharing in Maximal - Pathfinder Value Fund ?
The profit sharing in Maximal - Pathfinder Value Fund is 15% Profit Sharing above 10% Hurdle.
What is the minimum investment in Maximal - Pathfinder Value Fund ?
The minimum investment in Maximal - Pathfinder Value Fund is ₹50 Lacs
What type of scheme is Maximal - Pathfinder Value Fund?
Maximal - Pathfinder Value Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Maximal - Pathfinder Value Fund?
The inception date of Maximal - Pathfinder Value Fund is May 18, 2022.
What is the exit load of Maximal - Pathfinder Value Fund?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.