- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Customised Portfolio Approach 16
+40.53%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Customised Portfolio Approach 16 returned 40.53% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹4.49 crore across its clients.
Key numbers
- AUM
- ₹4.49 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.33% | −6.03% | +0.70% |
| 3 months | +1.24% | −4.91% | +6.15% |
| 6 months | −1.38% | +2.13% | −3.51% |
| 1 year | +40.53% | −7.09% | +47.62% |
| Since inception | +43.72% | −8.99% | +52.71% |
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%₹4.49 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customised Portfolio Approach 16 returned?
40.53% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.33%; 3 months: 1.24%; 6 months: −1.38%; 1 year: 40.53%; Since inception: 43.72%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 47.62 percentage points ahead.
How much does Customised Portfolio Approach 16 manage?
₹4.49 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 16?
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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