Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Trivantage Capital Focussed Corporate Lenders Plan B Performance
EQUITYNifty 50
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: 66 months
Trailing return from filed months
- 1Y
- 10.29%
- 3Y
- 6.95%
- 5Y
- 8.25%
- CAGR
- 8.48%
- Max DD
- -14.68%
- Calmar
- 0.58
- Track
- 66 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)
9.53%
Rolling CAGR (5Y)
8.32%
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
Most holding windows finished up
76% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.
Total Return
56.51%
Annualised Return
8.48%
Hit Rate
56.06%
Maximum Drawdown
-14.68%
Annualised Volatility
13.96%
Sharpe Ratio
0.69
Sortino Ratio
0.66
Consistency Score
58.1%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 17.17%
- Worst Year Return P
- -2.37%
- Median Annual Return P
- 9.30%
- Average Monthly Return P
- 0.81%
- Geometric Mean Return P
- 0.73%
- Average Drawdown P
- -2.67%
- Median Drawdown P
- -0.88%
- Max Drawdown Duration P
- 11 mo
- Average Drawdown Duration P
- 4 mo
- Return / Max Drawdown P
- 0.58
- Return / Avg Drawdown P
- 3.39
- Ulcer Index P
- 4.30%
- Positive Rolling Periods % P
- 75.81%
- Return Stability Score P
- 24.81
- Return Persistence P
- -0.21
- Worst Rolling 12M Return P
- -5.71%
- Best Rolling 12M Return P
- 24.05%
- Maximum Monthly Loss P
- -14.68%
- Worst 3-Month Period P
- -13.03%
- Worst 6-Month Period P
- -8.68%
- Return Smoothness Index P
- 15.81
- Pain Adjusted Return P
- 3.39%
- Worst Case Investor Entry P
- -5.71%
- Capital Preservation Score P
- 85.32%
- Aggressiveness Score P
- 4.03%
- Recovery Efficiency P
- 0.58
- Downside Volatility R
- 10.63%
- Upside Volatility R
- 9.95%
- Time in Drawdown % R
- 69.35%
- VaR 95% R
- -5.82%
- VaR 99% R
- -8.57%
- CVaR 95% R
- -10.55%
- CVaR 99% R
- -14.68%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 3.57%
- CAGR per Unit Drawdown R
- 0.62
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.37%
- Return Skewness C
- -0.54
- Return Kurtosis C
- 2.58
- Coefficient of Variation C
- 5.00
- Calmar Ratio C
- 0.58
- Sterling Ratio C
- 0.62
- Burke Ratio C
- 0.36
Filings
Month-end SEBI filings. Missing months stay blank.
Trivantage Capital Focussed Corporate Lenders Plan B performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Trivantage Capital Focussed Corporate Lenders Plan B performed?
- Trivantage Capital Focussed Corporate Lenders Plan B (Trivantage Capital Managment India Private Limited) shows CAGR 8.48% and max drawdown -14.68% 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 Trivantage Capital Focussed Corporate Lenders Plan B CAGR / max drawdown?
- CAGR is 8.48%; max drawdown is -14.68%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Trivantage Capital Focussed Corporate Lenders Plan B 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 Trivantage Capital Focussed Corporate Lenders Plan B?
- 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