Strategy performance
Customised Portfolio Approach 12
Trivantage Capital Managment India Private Limited · AUM ₹13.6 Cr · as of Aug 2026
Our read
₹100 grew to ₹120.6 since inception (+3.5% CAGR), behind its filed benchmark on the same window, with a max drawdown of −28.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+3.2%
−8.5% vs benchmark
Since inception
+3.5%
Max drawdown
−28.1%
Volatility
+13.8%
Peer position
Loading peer ranks…
Performance
Customised Portfolio Approach 12₹120.6Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.1% | +3.3% | −9.4% | +10.8% | +2.0% | +0.9% | +0.2% | +5.1% | +11.2% | ||||
| 2025 | −17.8% | −12.5% | +9.4% | +2.3% | +4.1% | +6.8% | −8.0% | −1.1% | +1.3% | +5.7% | −1.2% | −2.7% | −16.2% |
| 2024 | +0.5% | +0.4% | +1.3% | +1.1% | +0.6% | +0.6% | +0.1% | +0.9% | +1.7% | +0.7% | 0.0% | +5.8% | +14.4% |
| 2023 | +0.6% | 0.0% | +0.8% | +0.9% | +0.6% | +0.7% | +0.2% | +0.2% | +0.9% | +0.9% | +1.2% | +7.2% | |
| 2022 | 0.0% | 0.0% | +0.0% | 0.0% | −0.0% | −0.0% | +0.0% | +1.4% | −0.0% | +1.4% | +1.3% | −0.2% | +4.1% |
| 2021 | +0.0% | 0.0% | +0.0% | +0.0% | 0.0% | +0.0% | +1.3% | +0.0% | +0.0% | 0.0% | +0.0% | +1.4% |
Metrics
Tearsheet- 1M return
- +5.1%
- 3M return
- +6.3%
- 6M return
- +8.8%
- 1Y return
- +14.4%
- 2Y CAGR
- +0.4%
- 3Y CAGR
- +3.2%
- 5Y CAGR
- +3.8%
- Since-inception CAGR
- +3.5%
- Total return
- +20.6%
- Average month
- +0.4%
- Median month
- +0.3%
- Average up month
- +1.7%
- Best month
- +10.8%
- Best rolling 12M
- +19.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Portfolio Approach 12 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Portfolio Approach 12 performed?
- Customised Portfolio Approach 12 (Trivantage Capital Managment India Private Limited) shows CAGR 3.46% and max drawdown -28.09% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Customised Portfolio Approach 12 CAGR / max drawdown?
- CAGR is 3.46%; max drawdown is -28.09%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Customised Portfolio Approach 12 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Customised Portfolio Approach 12?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more