Trivantage Capital Management India Private Limited

Equity, Debt · 21 investment approaches

Total AUM

₹282 Cr

Years Active

11.2

AUM Change (3M)

+9.4%

AUM Change (1Y)

+23.6%

Min Investment

₹50L

Schemes

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Customised Portfolio Approach 14	Equity	₹0 Cr	+8.22%	+91.35%	-	+90.09%	1.69
Customised Portfolio Approach 13	Equity	₹0 Cr	+7.96%	+61.18%	-	+41.83%	0.99
Trivantage Capital Small & Mid Cap Financials Portfolio	Equity	₹29 Cr	+2.58%	+23.46%	+13.42%	+19.24%	0.64
Trivantage Capital Emerging Leaders Portfolio	Equity	₹40 Cr	+6.76%	+20.37%	-	+15.14%	0.39
Trivantage Capital Select Diversified Equity Portfolio	Equity	₹3 Cr	+3.42%	+16.13%	+12.31%	+20.77%	0.65
Customised Portfolio Approach 2	Debt	₹8 Cr	+2.68%	+15.89%	+12.09%	+7.46%	0.85
Trivantage Capital Edge Portfolio	Equity	₹148 Cr	+3.81%	+15.41%	+15.20%	+18.82%	0.81
Trivantage Capital Diversified Equity Portfolio	Equity	₹6 Cr	+3.52%	+14.54%	+15.23%	+9.27%	0.79
Customised Portfolio Approach 12	Equity	₹14 Cr	+5.06%	+14.41%	-	-0.09%	-0.32
Trivantage Capital Resurgent Financials Equity Portfolio	Equity	₹16 Cr	+2.08%	+10.83%	+8.52%	+11.89%	0.38
Trivantage Capital Focussed Corporate Lenders Portfolio	Equity	₹3 Cr	+1.16%	+10.30%	+6.96%	+6.90%	0.16
Trivantage Capital Resurgent Financials Equity Super Six Portfolio	Equity	₹1 Cr	-0.36%	+6.73%	+11.07%	+10.76%	0.44
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	-0.19%	+5.21%	+5.11%	+6.75%	-1.38
Customised Portfolio Approach 6	Equity	₹3 Cr	+1.90%	+4.43%	+10.66%	+13.95%	0.42
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 15	Equity	₹2 Cr	+8.29%	-	-	+58.76%	-
Customised Portfolio Approach 16	Equity	₹5 Cr	+8.30%	-	-	+52.84%	-
Customised Portfolio Approach 4	Equity	₹1 Cr	+5.00%	-	-	+9.31%	-