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Maximal Capital
Maximal Capital

Maximal Capital

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AUM ₹ 152.39 Cr (As on Feb, 2025)
No. of schemes 2
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About Maximal Capital

Maximal Capital manages assets worth Rs 152.39 crores. Its current offering of PMS schemes includes 1 Debt and 1 Multi Cap schemes.

Portfolio MANAGERS

Sarvesh Gupta
Sarvesh Gupta
  • Schemes managed 2
  • Total AUM ₹145.82 Cr
  • Highest return in 1 year +14.09 %
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.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Maximal - Income Fund
AUM (₹ Cr)
20.97
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category
DEBT
Category Rank
12 Out of 13
Fixed Fee
1.00%
Maximal - Pathfinder Value Fund
AUM (₹ Cr)
124.85
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
115 Out of 171
Fixed Fee
2.00%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Maximal - Income Fund
12Out of 2
-1.33%
Nifty Medium to Long Duration Debt Index
0.55%
Nifty Medium to Long Duration Debt Index
20.97
No Option
1.00%
Maximal - Pathfinder Value Fund
115Out of 2
-10.46%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
124.85
10%
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Maximal Capital ?
The total AUM managed by Maximal Capital is ₹152.39 crores
What is the total number of schemes managed by Maximal Capital ?
The total number of schemes managed by Maximal Capital is 2
What is the best performing PMS scheme of Maximal Capital in 1 year ?
The best performing PMS scheme of Maximal Capital in 1 year is Maximal - Income Fund.
What is the best performing PMS scheme of Maximal Capital in 3 years?
The best performing PMS scheme of Maximal Capital in 3 years is Maximal - Pathfinder Value Fund
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