Know Your PMS · Monthly tearsheet
Trivantage Capital Select 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_202665 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
9.47%
Total return
63.26%
Max drawdown
-19.30%
Sharpe
0.71
Sortino
0.65
Calmar
0.49
Win months
60.00%
Best / worst month
12.2% / -11.7%
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 | -1.54% | 3.79% | -11.65% | 12.24% | 0.79% | 2.40% | 1.46% | 3.42% | -5.30% | – | – | – | 3.93% |
2025 | -9.78% | -8.27% | 7.01% | 1.65% | 3.44% | 4.62% | -5.95% | -0.87% | 2.38% | 5.07% | 0.17% | -1.79% | -3.88% |
2024 | 0.07% | 1.17% | -2.43% | 3.45% | -0.14% | 9.22% | 2.49% | 3.48% | 3.60% | -5.49% | 0.81% | 2.35% | 19.42% |
2023 | -5.18% | -0.68% | 0.09% | 4.65% | 9.07% | 3.75% | 5.04% | -0.04% | 1.77% | -2.27% | 5.88% | 6.82% | 31.84% |
2022 | -0.02% | -0.06% | 0.04% | -0.05% | -0.04% | -0.06% | 0.10% | – | -0.04% | 3.74% | 1.20% | -1.13% | 3.66% |
2021 | – | – | 0.05% | -0.05% | 0.06% | 0.05% | 0.06% | – | -0.02% | 0.00% | -0.02% | 0.01% | 0.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Aug_2026 | 19.30% | 22 mo |
| Dec_2022 | Feb_2023 | May_2023 | 6.89% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.30% | 1 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.43% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
14.08%
Downside deviation
14.52%