Know Your PMS · Monthly tearsheet
Trivantage Capital Diversified Equity 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 Sep_202668 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
12.56%
Total return
95.55%
Max drawdown
-18.43%
Sharpe
0.91
Sortino
0.87
Calmar
0.68
Win months
63.24%
Best / worst month
11.6% / -12.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -1.84% | 4.17% | -12.41% | 11.64% | 0.81% | 2.81% | 1.79% | 3.52% | -5.23% | – | – | – | 3.49% |
2025 | -7.97% | -8.87% | 7.27% | 2.08% | 4.00% | 4.34% | -5.46% | -1.09% | 1.54% | 5.48% | -0.01% | -2.06% | -2.26% |
2024 | 1.07% | 3.05% | -0.79% | 2.59% | 0.47% | 9.51% | 2.35% | 3.05% | 3.57% | -5.30% | 1.04% | 1.65% | 23.92% |
2023 | -5.09% | -0.75% | 0.04% | 4.71% | 8.07% | 4.21% | 3.35% | 0.70% | 1.85% | -1.83% | 7.46% | 7.66% | 33.78% |
2022 | -0.02% | -0.05% | 0.04% | -0.04% | -0.05% | -0.06% | 0.10% | 4.49% | -0.03% | 3.91% | 1.00% | -1.09% | 8.35% |
2021 | – | 0.06% | 0.02% | -0.01% | 0.04% | 0.03% | 0.05% | 7.46% | 0.00% | 0.01% | -0.03% | -0.01% | 7.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 18.43% | 21 mo |
| Dec_2022 | Feb_2023 | May_2023 | 6.83% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.23% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.83% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.79% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
14.00%
Downside deviation
14.52%