The Primary objective of MAXIMAL CAPITAL – PMS is to create long term wealth for clients by investing in opportunities offering extremely attractive risk-adjusted return potential with limited chance of permanent loss of capital.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Maximal Capital Pathfinder Value Fund | Multi Cap & Flexi Cap | Mr Sarvesh Gupta | 18 May 2022 | 4Y 5M | 203.33 | S&P BSE 500 TRI | 24.22% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 6.98% | 2.2% | 61.22% | 9.18% | 1.33 | 22.01% | 0.03 | 15.19% | 1.12 | 63.27 % |
| Nifty 500 | 3.39% | 1.56% | 4.95% | 1.24 | 11.80% | 1.03 | 63.27 % | |||
| Nifty Midcap 100 | -4.02% | 0.84% | -3.18% | 1.04 | 2.82% | 0.28 | 51.02 % | |||
| Nifty Smallcap 100 | 2.40% | 0.49% | 2.89% | 0.84 | 5.88% | 0.55 | 55.10 % | |||
| BSE 500 | 3.85% | 1.58% | 5.43% | 1.25 | 12.33% | 1.07 | 63.27 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30th Sep 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
