PORTFOLIO PERFORMANCE WITH BENCHMARK
Investment Approach FY 23 Returns* FY 24 Returns FY 25 Returns FY 26 Returns FY 27 Returns** Since Inception
(May 18, 2022)
Maximal Pathfinder Value Fund 12% 67% 12% -2% 16% 24%
BSE 500 Total Return Index 6% 40% 6% -3% 10% 14%
Maximal Income Fund 6.5% 31.3% 12.1% 24.1% 4.5% 19.4%
Nifty Medium to Long Duration Debt Index 6.7% 8.2% 8.8% 3.4% 0.1% 6.4%
* From June 22 to March 23 ** For May 26

Note:

1. As mandated by SEBI, returns are calculated on a time-weighted basis (TWRR) on the aggregate portfolio.

2. Returns are net of expenses and fees. Performance-related information provided here is not verified by SEBI.

3. Returns of individual clients will differ from the above numbers based on the timing of their investments. The above returns are on the consolidated pool of capital.

Track Record of Sarvesh Gupta in Previous Role

# Returns are unaudited historical returns of the fund manager

# Returns are unaudited historical returns of the fund manager