Track Record : Maximal Capital | SEBI Registered Investment Adviser

PORTFOLIO PERFORMANCE WITH BENCHMARK

	FY 23 Returns*	FY 24 Returns	FY 25 Returns **	Since Inception
Maximal Pathfinder Value Fund	12%	67%	25%	41%
BSE 500 Total Return Index	6%	40%	12%	23%

Maximal Income Fund	7%	31%	16%	22%
Nifty Medium to Long Duration Debt Index	7%	8%	5%	8%

* From June 22 to March 23
** From 1st April 24 to 31st October 24

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

Data for the month ending – 31st October’2024
Sr No	Received from	Pending at the end of last month	Received	Resolved	Total Pending#	Pending complaints > 3 months	Avg resolution time^(in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Future investing strategy – ‘More of the same’

We strive to continue following the same investment strategy going forward to generate returns considerably higher than the market benchmarks.

PORTFOLIO PERFORMANCE WITH BENCHMARK

Track Record of Sarvesh Gupta in Previous Role