Strategy performance
Customised Portfolio Approach 15
TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED · AUM ₹2.17 Cr · as of Sep 2026
Our read
₹100 grew to ₹140.6 since inception (+36.9% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −21.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+48.8% vs benchmark
Since inception
+36.9%
Max drawdown
−21.2%
Volatility
+41.0%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Customised Portfolio Approach 15₹140.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +26.9% | −7.0% | −11.9% | +3.9% | +7.3% | −12.6% | −1.3% | +8.3% | −5.3% | +2.6% | |||
| 2025 | 0.0% | +4.2% | +7.3% | +22.5% | +37.1% |
Metrics
Tearsheet- 1M return
- −5.3%
- 3M return
- +1.2%
- 6M return
- −1.4%
- 1Y return
- +40.6%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +36.9%
- Total return
- +40.6%
- Average month
- +3.3%
- Median month
- +3.9%
- Average up month
- +11.5%
- Best month
- +26.9%
- Best rolling 12M
- +48.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 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 15 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Portfolio Approach 15 performed?
- Customised Portfolio Approach 15 (TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED) shows CAGR 36.93% and max drawdown -21.18% 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 15 CAGR / max drawdown?
- CAGR is 36.93%; max drawdown is -21.18%. We only publish CAGR when there are enough months (≥12 on this track of 13 months). Learn more
- Where do Customised Portfolio Approach 15 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 15?
- 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