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78 clients · 68 months · INP000004656
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000004656 |
| Date of Registration | 2015-01-29 |
| Registered since | 11 yr 8 mo |
| Principal Officer | Nikhil Johri |
| Principal Officer Email | Not reported |
| Contact Number | --9820345053 |
| Compliance Officer | Shridhar Iyer |
| Compliance Email | Not reported |
| Address | Flat No. 2005, The Imperial Tower North, B B Nakashe Marg, M P Hill Compound, Tardeo,MUMBAI,MUMBAI,MAHARASHTRA,INDIA,400034 |
| Age | 68 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 25 of 25 strategies
Trailing return from filed months
- 1Y
- 33.03%
- 3Y
- 16.74%
- 5Y
- 11.58%
Trailing return from filed months
- 1Y
- 6.90%
- 3Y
- 12.49%
- 5Y
- 12.68%
Trailing return from filed months
- 1Y
- 8.15%
- 3Y
- 12.55%
- 5Y
- 12.91%
Age: 67 months
Trailing return from filed months
- 1Y
- 0.71%
- 3Y
- 5.06%
- 5Y
- 7.68%
Trailing return from filed months
- 1Y
- 14.40%
- 3Y
- 3.24%
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- 10.29%
- 3Y
- 6.95%
- 5Y
- 8.25%
Age: 65 months
Trailing return from filed months
- 1Y
- 7.43%
- 3Y
- 9.66%
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- 5.30%
- 3Y
- 5.09%
- 5Y
- 4.75%
Age: 63 months
Trailing return from filed months
- 1Y
- 3.35%
- 3Y
- 3.95%
- 5Y
- 6.86%
Age: 63 months
Trailing return from filed months
- 1Y
- -4.28%
- 3Y
- 7.83%
- 5Y
- 8.16%
Trailing return from filed months
- 1Y
- 10.05%
- 3Y
- 11.37%
- 5Y
- Not reported
Age: 43 months
Trailing return from filed months
- 1Y
- 13.18%
- 3Y
- 11.04%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 40.54%
- 3Y
- 20.84%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -2.62%
- 3Y
- 7.03%
- 5Y
- Needs 60 months
Trivantage Capital Basel 3 Compliant AT1 PSU Bank Perpetual Bond Portfolio
Dormant · no recent filingsAge: 34 months
Trailing return from filed months
- 1Y
- 5.92%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -14.23%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 14.51%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 50.45%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 40.56%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Customised Portfolio Approach 4
Dormant · no recent filingsAge: 10 months · Sparse · 10 mo
Sparse track recordNeeds 12 months
-10.66
Needs 12 months
Needs 12 months
Needs 12 months
60.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Customised Portfolio Approach 11
Dormant · no recent filingsAge: 6 months · Sparse · 6 mo
Sparse track recordNeeds 12 months
-42.22
Needs 12 months
Needs 12 months
Needs 12 months
33.33
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Customised Portfolio Approach 10
Dormant · no recent filingsAge: 4 months · Sparse · 4 mo
Sparse track recordNeeds 12 months
-3.61
Needs 12 months
Needs 12 months
Needs 12 months
50.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trivantage Capital New Age Technology Strategy
Dormant · no recent filingsAge: 4 months · Sparse · 4 mo
Sparse track recordNeeds 12 months
-0.14
Needs 12 months
Needs 12 months
Needs 12 months
25.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Customised Portfolio Approach 5
Dormant · no recent filingsAge: 2 months · Sparse · 2 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trivantage Capital Select Diversified Equity Portfoli
Dormant · no recent filingsAge: 1 months · Sparse · 1 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trivantage Capital Managment India Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Trivantage Capital Managment India Private Limited performed?
- Trivantage Capital Managment India Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Trivantage Capital Managment India Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Trivantage Capital Managment India Private Limited strategies are listed?
- 25 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Trivantage Capital Managment India Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more