Maximal Capital PMS strategies
Maximal Capital runs 3 portfolio management strategies listed with APMI, managing ₹245 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Maximal Pathfinder Value Fund | Equity | SARVESH GUPTA | ₹203 Cr | +14.13% | +4.93 pts | — | ₹50 Lakhs | Sep 2026 |
| Maximal Income Fund | Debt | — | ₹41.94 Cr | +21.58% | — | — | ₹50 Lakhs | — |
| Income Fund | Debt | — | — | +21.58% | — | — | — | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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