Strategy performance
Customised Portfolio Approach 6
TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED · AUM ₹2.77 Cr · as of Sep 2026
Our read
₹100 grew to ₹141.0 since inception (+10.3% CAGR), behind its filed benchmark on the same window, with a max drawdown of −15.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.0%
−0.6% vs benchmark
Since inception
+10.3%
Max drawdown
−15.7%
Volatility
+14.6%
Peer position
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Performance
Customised Portfolio Approach 6₹141.0Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.8% | +3.6% | −9.9% | +8.2% | −2.3% | +1.5% | 0.0% | +1.9% | −6.5% | −10.1% | |||
| 2025 | −1.4% | −4.0% | +8.0% | +3.2% | +5.6% | +2.9% | −3.9% | −2.6% | +0.3% | +6.3% | +2.2% | −0.2% | +16.6% |
| 2024 | +5.5% | +1.6% | +2.6% | −0.6% | +1.7% | +3.5% | +1.6% | −0.4% | −0.5% | −5.1% | −1.2% | −4.2% | +4.0% |
| 2023 | 0.0% | −0.5% | +6.2% | +3.1% | +2.1% | +3.3% | −3.0% | +5.6% | +9.8% | +29.3% |
Metrics
Tearsheet- 1M return
- −6.5%
- 3M return
- −4.7%
- 6M return
- +2.2%
- 1Y return
- −2.6%
- 2Y CAGR
- −3.0%
- 3Y CAGR
- +7.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +10.3%
- Total return
- +41.0%
- Average month
- +0.9%
- Median month
- +1.6%
- Average up month
- +3.9%
- Best month
- +9.8%
- Best rolling 12M
- +44.6%
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 6 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Portfolio Approach 6 performed?
- Customised Portfolio Approach 6 (TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED) shows CAGR 10.31% and max drawdown -15.75% 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 6 CAGR / max drawdown?
- CAGR is 10.31%; max drawdown is -15.75%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Portfolio Approach 6 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 6?
- 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