Trivantage Capital Management India Private Limited
Equity, Debt · 21 investment approaches
Total AUM
₹251 Cr
Years Active
10.7
AUM Change (3M)
+4.2%
AUM Change (1Y)
+30.0%
Min Investment
₹50L
Schemes
21
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Trivantage Capital Small & Mid Cap Financials Portfolio | Equity | ₹28 Cr | +0.25% | +35.32% | +19.10% | +19.10% | 0.66 |
Trivantage Capital Resurgent Financials Equity Portfolio | Equity | ₹23 Cr | +1.51% | +25.67% | +14.67% | +12.43% | 0.60 |
Trivantage Capital Focussed Corporate Lenders Portfolio | Equity | ₹3 Cr | +2.17% | +24.06% | +11.89% | +7.62% | 0.37 |
Customised Portfolio Approach 2 | Debt | ₹8 Cr | -0.50% | +23.43% | +13.16% | +7.78% | 1.45 |
Customised Portfolio Approach 6 | Equity | ₹3 Cr | +3.57% | +20.10% | — | +17.24% | 0.69 |
Trivantage Capital Edge Portfolio | Equity | ₹126 Cr | +4.15% | +19.89% | +20.72% | +19.18% | 0.98 |
Trivantage Capital Diversified Equity Portfolio | Equity | ₹6 Cr | +4.17% | +19.16% | +20.71% | +8.97% | 0.97 |
Customised Portfolio Approach 12 | Equity | ₹10 Cr | +3.26% | +19.06% | — | -6.42% | -0.57 |
Trivantage Capital Select Diversified Equity Portfolio | Equity | ₹3 Cr | +3.79% | +18.68% | +17.97% | +21.27% | 0.75 |
Trivantage Capital Resurgent Financials Equity Super Six Portfolio | Equity | ₹1 Cr | +1.14% | +14.44% | +15.04% | +11.21% | 0.72 |
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 | +0.46% | +4.88% | +5.27% | +6.86% | -1.26 |
Customised Portfolio Approach 10 | Equity | ₹2 Cr | -3.61% | +0.00% | +0.00% | +7.01% | — |
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 | -7.68% | — | — | +63.07% | — |
Customised Portfolio Approach 14 | Equity | ₹0 Cr | -8.18% | — | — | +116.88% | — |
Customised Portfolio Approach 15 | Equity | ₹2 Cr | -7.05% | — | — | +72.90% | — |
Customised Portfolio Approach 16 | Equity | ₹5 Cr | -7.04% | — | — | +66.43% | — |
Customised Portfolio Approach 4 | Equity | ₹1 Cr | +5.00% | — | — | +9.31% | — |
Trivantage Capital Emerging Leaders Portfolio | Equity | ₹27 Cr | +4.83% | — | — | +4.40% | — |