MAXIMAL PATHFINDER VALUE FUND – PMS

Multi Cap · Portfolio Management Services

MAXIMAL PATHFINDER VALUE FUND – PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr Sarvesh Gupta. It has returned +9.10% over 1 year, +14.10% over 3 years, as reported by the fund manager. It manages about ₹203.33 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-1.40%
3 months
+2.20%
6 months
+25.50%
1 year
+9.10%
3 years
+14.10%
Since inception
+24.22%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr Sarvesh Gupta
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹203.33 Cr
Inception: 18 May 2022
Minimum investment: ₹50 lakh
Number of Stocks: 15
Portfolio Manager’s Name: SARVESH GUPTA

Common questions

What are the returns of MAXIMAL PATHFINDER VALUE FUND – PMS?

MAXIMAL PATHFINDER VALUE FUND – PMS has returned -1.40% (1 month), +2.20% (3 months), +25.50% (6 months), +9.10% (1 year), +14.10% (3 years), +24.22% (Since inception). Periods over one year are annualised.

What is the minimum investment for MAXIMAL PATHFINDER VALUE FUND – PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages MAXIMAL PATHFINDER VALUE FUND – PMS?

The fund manager is Mr Sarvesh Gupta.