Know Your PMS · Monthly tearsheet
Trivantage Capital Small Mid Cap Financials 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_202643 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
16.38%
Total return
72.23%
Max drawdown
-20.34%
Sharpe
0.85
Sortino
0.76
Calmar
0.81
Win months
67.44%
Best / worst month
13.3% / -11.5%
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 | -0.46% | 0.25% | -9.81% | 13.30% | 1.50% | 1.99% | 1.05% | 2.58% | -7.10% | – | – | – | 1.65% |
2025 | -11.48% | -8.46% | 7.13% | 9.86% | 5.63% | 9.45% | -7.41% | -4.61% | 1.35% | 6.07% | 3.37% | 1.55% | 9.89% |
2024 | 3.38% | 0.16% | -7.87% | 10.11% | -6.64% | 6.92% | 3.54% | 2.37% | 3.42% | -2.08% | -3.07% | 3.57% | 12.99% |
2023 | – | – | -0.17% | 0.94% | 11.42% | 4.16% | 8.12% | 0.55% | -1.06% | -0.30% | 5.13% | 3.50% | 36.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 20.34% | 8 mo |
| Jul_2025 | Aug_2025 | Apr_2026 | 11.68% | 9 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 7.87% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 7.10% | 1 mo · open |
| May_2024 | May_2024 | Jul_2024 | 6.64% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
19.97%
Downside deviation
21.66%