PORTFOLIO PERFORMANCE WITH BENCHMARK
Investment
Approach		 FY 23
Returns*		 FY 24
Returns		 FY 25
Returns 		FY 26
Returns **		 Since Inception
(May 18, 2022)
Maximal Pathfinder Value Fund 12% 67% 12% 4% 30%
BSE 500 Total Return Index 6% 40% 6% 3% 18%
* From June 22 to March 23
** For April 25
PORTFOLIO PERFORMANCE WITH BENCHMARK
Investment
Approach		 FY 23
Returns*		 FY 24
Returns		 FY 25
Returns 		 FY 26
Returns **		 Since Inception
(June 8, 2022)
Maximal Income Fund 7% 31% 12.1% 3.2% 18.1%
Nifty Medium to Long Term Debt Index 7% 8% 8.8% 1.8% 8.9%
* From June 22 to March 23
** For April 25

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