Know Your PMS · Monthly tearsheet
Trivantage Capital Small Cap 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 Nov_202527 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
1.46%
Total return
3.31%
Max drawdown
-31.60%
Sharpe
0.18
Sortino
0.05
Calmar
0.05
Win months
62.96%
Best / worst month
9.5% / -18.7%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -18.74% | -15.82% | 9.54% | 0.47% | 8.35% | 4.50% | -5.22% | -4.97% | 0.70% | 7.26% | -0.75% | – | -17.70% |
2024 | 4.04% | -1.28% | -7.12% | 6.66% | 1.34% | 8.45% | 1.47% | 4.11% | 2.84% | 0.02% | -1.67% | 4.21% | 24.51% |
2023 | – | – | – | – | – | – | – | – | -2.52% | -1.81% | 0.33% | 4.98% | 0.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Ongoing | 31.60% | 11 mo · open |
| Feb_2024 | Mar_2024 | Jun_2024 | 8.31% | 4 mo |
| Sep_2023 | Oct_2023 | Dec_2023 | 4.28% | 3 mo |
| Nov_2024 | Nov_2024 | Dec_2024 | 1.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
2 mo
Ann. volatility
22.64%
Downside deviation
29.37%