Strength
Paid well for the ride
Sharpe of 1.96 means return more than paid for the volatility on this sample. Sortino sits at 1.58.
Customised Portfolio Approach 2 Performance
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED
Age: 62 months
Trailing return from filed months
- 1Y
- 10.05%
- 3Y
- 11.37%
- 5Y
- Not reported
- CAGR
- 8.38%
- Max DD
- -3.83%
- Calmar
- 2.19
- Track
- 62 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
9.44%
Rolling CAGR (5Y)
8.64%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -3.8%. Typical drawdowns ran nearer -0.3%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+77.4% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 79%. Month-to-month results did not whip around as much as a typical equity book.
Strength
Most holding windows finished up
82% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
54.22%
Annualised Return
8.38%
Hit Rate
77.42%
Maximum Drawdown
-3.83%
Annualised Volatility
4.41%
Sharpe Ratio
1.96
Sortino Ratio
1.58
Consistency Score
78.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 18.97%
- Worst Year Return P
- 1.33%
- Median Annual Return P
- 6.85%
- Average Monthly Return P
- 0.72%
- Geometric Mean Return P
- 0.71%
- Average Drawdown P
- -0.25%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 3 mo
- Return / Max Drawdown P
- 2.19
- Return / Avg Drawdown P
- 34.89
- Ulcer Index P
- 0.86%
- Positive Rolling Periods % P
- 81.97%
- Return Stability Score P
- 78.61
- Return Persistence P
- 0.10
- Worst Rolling 12M Return P
- 1.31%
- Best Rolling 12M Return P
- 24.73%
- Maximum Monthly Loss P
- -3.35%
- Worst 3-Month Period P
- -2.48%
- Worst 6-Month Period P
- -2.74%
- Return Smoothness Index P
- 58.72
- Pain Adjusted Return P
- 34.89%
- Worst Case Investor Entry P
- 1.31%
- Capital Preservation Score P
- 96.17%
- Aggressiveness Score P
- 1.27%
- Recovery Efficiency P
- 2.19
- Downside Volatility R
- 4.00%
- Upside Volatility R
- 3.79%
- Time in Drawdown % R
- 27.87%
- VaR 95% R
- -1.37%
- VaR 99% R
- -2.24%
- CVaR 95% R
- -2.92%
- CVaR 99% R
- -2.92%
- Semi Variance R
- 0.0001
- Volatility of Drawdowns R
- 0.80%
- CAGR per Unit Drawdown R
- 2.32
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.33%
- Return Skewness C
- 1.14
- Return Kurtosis C
- 8.89
- Coefficient of Variation C
- 1.77
- Calmar Ratio C
- 2.19
- Sterling Ratio C
- 2.32
- Burke Ratio C
- 2.16
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Portfolio Approach 2 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Portfolio Approach 2 performed?
- Customised Portfolio Approach 2 (TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED) shows CAGR 8.38% and max drawdown -3.83% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Customised Portfolio Approach 2 CAGR / max drawdown?
- CAGR is 8.38%; max drawdown is -3.83%. We only publish CAGR when there are enough months (≥12 on this track of 62 months). Learn more
- Where do Customised Portfolio Approach 2 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Customised Portfolio Approach 2?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more