Maximal Capital Private Limited • Equity
Maximal Pathfinder Value Fund is an equity portfolio management service (PMS) strategy run by Maximal Capital Private Limited, launched on 18 May 2022. As of 30 Sep 2026, it manages ₹203 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +9.10% over 1 year and +14.13% over 3 years (+24.22% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.93 percentage points ahead of its benchmark. Its 3-year return ranks 135th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SARVESH GUPTA.
Ranked nearby on 3-year return: Emerging Corporates India Portfolio (+14.16%), Emerging India Portfolio Systematic Rebalancing Option (+14.13%), Invesco India Caterpillar Portfolio (+14.10%), Emerging India Portfolio 1 (+14.05%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.37% |
| 3 Months | +2.25% |
| 1 Year | +9.10% |
| 3 Years | +14.13% |
| Since Inception | +24.22% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callMaximal Pathfinder Value Fund has a 1-year return of +9.10%, a 3-year return of +14.13% and +24.22% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Maximal Pathfinder Value Fund returned +14.13% against +9.20% for the BSE 500 TRI, 4.93 percentage points ahead. Over 1 year it returned +9.10% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Maximal Pathfinder Value Fund's 3-year return of +14.13% ranks 135th as of 30 Sep 2026.
Maximal Pathfinder Value Fund is managed by SARVESH GUPTA at Maximal Capital. The strategy manages ₹203 Cr of client assets as of 30 Sep 2026.
Maximal Pathfinder Value Fund manages ₹203 Cr of client assets as of 30 Sep 2026.
The minimum investment for Maximal Pathfinder Value Fund is ₹50 Lakhs.
Maximal Pathfinder Value Fund was launched on 18 May 2022. It has a 4-year track record.
Description
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