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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty Medium to Long Duration Debt Index | Difference |
|---|---|---|---|
| 1 Month | −2.0% | −0.8% | −1.1% |
| 3 Months | +1.5% | −1.8% | +3.3% |
| 6 Months | +8.9% | +0.6% |
| +8.3% |
| 1 Year | +10.9% | +0.1% | +10.8% |
|---|
| 2 Years | +16.9% | +3.1% | +13.8% |
|---|
| 3 Years (CAGR) | +18.5% | +5.1% | +13.4% |
|---|
| 4 Years (CAGR) | +18.6% | +5.7% | +12.9% |
|---|
| 5 Years (CAGR) | 0.0% | +4.8% | −4.8% |
|---|
| Since launch | +18.8% | +4.8% | +14.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 52-month window · Source: Computed from NAV history
Maximum drawdown: 4.6%
Maximal Capital’s story and investment philosophy are on the Maximal Capital firm page.
Sarvesh Gupta
Founder & CIO
Sarvesh has been a professional investor across listed and unlisted space for almost 15 years. Before launching Maximal PMS, he was a SEBI-registered investment adviser during 2017-22, advising portfolios of HNIs, CXOs, NRIs, and family offices across listed equities and high-yield debt strategies, generating double-digit alpha for clients. Before Maximal, he was the fund manager at Trivantage Capital PMS during 2016-17. Sarvesh was instrumental in setting the fund from ground zero to reach multi-hundred crores in assets driven by his strong performance with high double-digit alpha across portfolios. Preceding that, he was Principal with Gaja Capital during 2010-15, one of India's leading private equity firms focused on investing in sectors across financial services, consumer products and services, and education. Sarvesh has an MBA from IIM Ahmedabad and a BTech from IIT Kharagpur.
Hitaindra Pradhan
Investment Analyst
Hitaindra has over 6 years of experience in equity markets. Prior to joining Maximal, Hitaindra was part of the fundamental equities team at D.E.Shaw, an US based multi-strategy hedge fund. Preceding that, he held buy-side and sell-side roles at Bank of America and Wells Fargo. Hitaindra has a Masters degree (specialization in Finance) from EDHEC France and a BTech from NIT Rourkela.
Chinar Sheth
Head Operations and Compliance
Chinar brings over 11 years of diverse experience in the Capital & Commodity Markets. Before joining Maximal Capital, Chinar headed Operations and Settlements at Ventura Securities, where they led key initiatives to streamline processes and ensure compliance with industry regulations. With a strong background in financial markets, Chinar has also worked with prominent firms like First Global Securities Ltd and India Infoline, where they gained invaluable insights into market dynamics, risk management, and customer relations.
Ankit Gandhi
Client Relations
Ankit has over 4 years of work experience in the equity markets. Prior to joining Maximal Capital, Ankit was a Sr. Financial planner at Fntoo (previously Known as Financial hospital), a Fintech wealth management startup. There, he advised various HNI, Corporates & individuals regarding financial planning, treasury & risk management. Ankit is a CFA charterholder & Certified FRM, and has completed his Masters and Bachelors in Commerce from the University of Mumbai.
Registration No
INP000007313
Fund Manager
Mr.Sarvesh Nand Kishore Gupta
Principal Officer
Mr.Sarvesh Nand Kishore Gupta
Inflow
₹1.90 Cr
Outflow
₹0.56 Cr
Net
₹1.34 Cr
Not reported — complaint data for this strategy isn't available yet.
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