Know Your PMS · Monthly tearsheet
Trivantage Capital Basel 3 Compliant AT1 PSU Bank Perpetual Bond Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Apr_202434 months filed
CAGR
3.78%
Total return
11.10%
Max drawdown
-0.36%
Sharpe
3.06
Sortino
4.29
Calmar
10.51
Win months
76.47%
Best / worst month
1.3% / -0.4%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.48% | 0.43% | 0.44% | 0.45% | – | – | – | – | – | – | – | – | 1.81% |
2023 | -0.36% | 0.38% | 0.50% | 0.76% | 0.71% | 0.36% | 0.51% | 0.58% | 0.57% | 0.59% | 0.57% | 0.08% | 5.37% |
2022 | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | -0.01% | 0.54% | 0.00% | 1.28% | 0.05% | 0.90% | 2.79% |
2021 | – | – | – | – | – | – | 0.01% | 0.69% | 0.01% | 0.01% | 0.01% | 0.01% | 0.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2023 | Jan_2023 | Feb_2023 | 0.36% | 1 mo |
| Jul_2022 | Jul_2022 | Aug_2022 | 0.01% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
15 mo
Longest loss streak
1 mo
Ann. volatility
1.20%
Downside deviation
0.88%