Know Your PMS · Monthly tearsheet
Trivantage Capital Resurgent Financials 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_202667 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
8.23%
Total return
55.48%
Max drawdown
-14.16%
Sharpe
0.63
Sortino
0.63
Calmar
0.58
Win months
52.24%
Best / worst month
11.6% / -14.0%
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 | -0.93% | 1.51% | -13.98% | 11.63% | -0.66% | 3.73% | -0.18% | 2.08% | -8.17% | – | – | – | -6.89% |
2025 | -5.89% | -5.08% | 8.13% | 6.75% | 3.06% | 5.86% | -4.91% | -4.53% | 1.05% | 4.59% | 2.76% | 0.64% | 11.62% |
2024 | -1.12% | -0.19% | -2.43% | 6.80% | -3.16% | 7.85% | -0.82% | 1.24% | 2.25% | -2.44% | -1.20% | 0.02% | 6.32% |
2023 | -6.24% | -1.04% | -0.25% | 5.35% | 6.76% | 3.70% | 4.30% | -1.94% | 1.19% | -3.17% | 3.78% | 4.43% | 17.24% |
2022 | 0.05% | -0.06% | 0.02% | -0.02% | -0.02% | -0.06% | 0.11% | 5.03% | -0.04% | 4.34% | 2.50% | -0.43% | 11.82% |
2021 | – | – | -0.01% | -0.02% | 0.05% | 0.01% | 0.04% | 7.35% | -0.01% | 0.03% | -0.07% | -0.04% | 7.33% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Aug_2026 | 14.16% | 13 mo |
| Oct_2024 | Feb_2025 | May_2025 | 13.88% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 8.17% | 1 mo · open |
| Dec_2022 | Mar_2023 | May_2023 | 7.84% | 5 mo |
| Aug_2023 | Oct_2023 | Dec_2023 | 3.92% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
14.12%
Downside deviation
12.96%