Trivantage Capital Management India Private Limited

Equity, Debt · 21 investment approaches

Total AUM

₹291 Cr

Years Active

11.3

AUM Change (3M)

+10.5%

AUM Change (1Y)

+27.5%

Min Investment

₹50L

Schemes

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Customised Portfolio Approach 14	Equity	₹0 Cr	-5.62%	+50.46%	-	+72.42%	1.33
Customised Portfolio Approach 15	Equity	₹2 Cr	-5.33%	+40.56%	-	+47.94%	0.79
Customised Portfolio Approach 16	Equity	₹4 Cr	-5.33%	+40.53%	-	+43.72%	0.79
Customised Portfolio Approach 13	Equity	₹0 Cr	-6.14%	+33.04%	-	+32.02%	0.73
Trivantage Capital Emerging Leaders Portfolio	Equity	₹45 Cr	-2.77%	+14.52%	-	+12.02%	0.25
Customised Portfolio Approach 12	Equity	₹14 Cr	+5.06%	+14.41%	-	-0.09%	-0.32
Trivantage Capital Small & Mid Cap Financials Portfolio	Equity	₹27 Cr	-7.10%	+13.18%	+11.07%	+16.35%	0.48
Customised Portfolio Approach 2	Debt	₹8 Cr	-1.75%	+10.09%	+11.36%	+7.23%	0.66
Trivantage Capital Edge Portfolio	Equity	₹157 Cr	-4.97%	+8.16%	+12.56%	+17.62%	0.66
Trivantage Capital Select Diversified Equity Portfolio	Equity	₹3 Cr	-5.30%	+7.42%	+9.65%	+19.45%	0.51
Trivantage Capital Diversified Equity Portfolio	Equity	₹6 Cr	-5.23%	+6.91%	+12.49%	+8.47%	0.65
Trivantage Capital Basel 3 Compliant AT1 PSU Bank Perpetual Bond Portfolio	Debt	₹1 Cr	+0.45%	+5.91%	+5.71%	+7.38%	-
Customised Portfolio Approach 3	Debt	₹0 Cr	+0.31%	+5.30%	+5.09%	+6.73%	-1.43
Trivantage Capital Focussed Corporate Lenders Portfolio	Equity	₹2 Cr	-6.25%	+3.36%	+3.96%	+5.94%	0.02
Trivantage Capital Resurgent Financials Equity Portfolio	Equity	₹14 Cr	-8.17%	+0.72%	+5.07%	+10.90%	0.18
Customised Portfolio Approach 10	Equity	₹2 Cr	-3.61%	+0.00%	+0.00%	+7.01%	-
Customised Portfolio Approach 6	Equity	₹3 Cr	-6.49%	-2.60%	+7.04%	+11.39%	0.24
Trivantage Capital Resurgent Financials Equity Super Six Portfolio	Equity	₹1 Cr	-6.84%	-4.26%	+7.85%	+9.86%	0.27
Trivantage Capital Small Cap Equity Portfolio	Equity	₹0 Cr	-0.75%	-14.23%	-	+1.50%	-0.18
Customised Portfolio Approach 11	Equity	₹0 Cr	-33.76%	-	-	-22.75%	-
Customised Portfolio Approach 4	Equity	₹1 Cr	+5.00%	-	-	+9.31%	-