Know Your PMS · Monthly tearsheet
Trivantage Capital Emerging Leaders 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_202618 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
11.64%
Total return
17.96%
Max drawdown
-16.52%
Sharpe
0.62
Sortino
0.68
Calmar
0.71
Win months
50.00%
Best / worst month
16.5% / -11.0%
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 | -3.34% | 4.83% | -10.98% | 16.53% | 3.68% | 2.88% | -1.74% | 6.76% | -2.77% | – | – | – | 14.36% |
2025 | – | – | – | 0.00% | 7.25% | 3.92% | -5.20% | -4.60% | 2.20% | 3.28% | -1.38% | -1.69% | 3.15% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | May_2026 | 16.52% | 10 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.77% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 1.74% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
20.36%
Downside deviation
17.12%