- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Customised Portfolio Approach 13
+33.04%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Customised Portfolio Approach 13 returned 33.04% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹0.40 crore across its clients.
Key numbers
- AUM
- ₹0.40 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.38×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.14% | −6.03% | −0.11% |
| 3 months | −1.67% | −4.91% | +3.24% |
| 6 months | +1.76% | +2.13% | −0.37% |
| 1 year | +33.04% | −7.09% | +40.13% |
| Since inception | +32.02% | −5.77% | +37.79% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity100.00%₹0.40 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.20 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.38×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customised Portfolio Approach 13 returned?
33.04% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.14%; 3 months: −1.67%; 6 months: 1.76%; 1 year: 33.04%; Since inception: 32.02%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 40.13 percentage points ahead.
How much does Customised Portfolio Approach 13 manage?
₹0.40 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Customised Portfolio Approach 13?
Trivantage Capital Managment India, a SEBI-registered portfolio manager (INP000004656), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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