Trivantage Capital Management India Private Limited

Equity, Debt · 21 investment approaches

Total AUM

₹224 Cr

Years Active

10.8

AUM Change (3M)

-9.2%

AUM Change (1Y)

+8.7%

Min Investment

₹50L

Schemes

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Customised Portfolio Approach 2	Debt	₹8 Cr	-3.35%	+17.40%	+11.57%	+7.38%	0.93
Trivantage Capital Small & Mid Cap Financials Portfolio	Equity	₹26 Cr	-9.81%	+13.92%	+15.19%	+14.63%	0.40
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	+0.16%	+4.73%	+5.38%	+6.82%	-1.34
Customised Portfolio Approach 6	Equity	₹3 Cr	-9.94%	+0.19%	-	+12.61%	0.32
Customised Portfolio Approach 10	Equity	₹2 Cr	-3.61%	+0.00%	+0.00%	+7.01%	-
Trivantage Capital Resurgent Financials Equity Portfolio	Equity	₹20 Cr	-13.98%	-0.03%	+9.15%	+10.66%	0.13
Customised Portfolio Approach 12	Equity	₹9 Cr	-9.39%	-1.35%	-	-12.50%	-0.79
Trivantage Capital Edge Portfolio	Equity	₹112 Cr	-12.09%	-1.79%	+15.61%	+16.30%	0.52
Trivantage Capital Focussed Corporate Lenders Portfolio	Equity	₹2 Cr	-14.68%	-1.98%	+5.71%	+5.22%	-0.08
Trivantage Capital Select Diversified Equity Portfolio	Equity	₹3 Cr	-11.65%	-2.02%	+13.17%	+18.41%	0.37
Trivantage Capital Diversified Equity Portfolio	Equity	₹5 Cr	-12.41%	-2.70%	+15.48%	+7.01%	0.51
Trivantage Capital Resurgent Financials Equity Super Six Portfolio	Equity	₹1 Cr	-15.45%	-9.76%	+9.28%	+9.09%	0.14
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 13	Equity	₹1 Cr	-13.91%	-	-	+40.39%	-
Customised Portfolio Approach 14	Equity	₹0 Cr	-12.84%	-	-	+89.04%	-
Customised Portfolio Approach 15	Equity	₹2 Cr	-11.86%	-	-	+52.40%	-
Customised Portfolio Approach 16	Equity	₹5 Cr	-11.85%	-	-	+46.71%	-
Customised Portfolio Approach 4	Equity	₹1 Cr	+5.00%	-	-	+9.31%	-
Trivantage Capital Emerging Leaders Portfolio	Equity	₹24 Cr	-10.98%	-	-	-7.06%	-