- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Debt
Customised Portfolio Approach 2
+10.09%
1-year return
Benchmark CRISIL Composite Bond +3.81% · to 30 Sep 2026
Trivantage Capital Managment India’s Customised Portfolio Approach 2 returned 10.09% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond. It managed ₹7.78 crore across its clients.
Key numbers
- AUM
- ₹7.78 Cr
- Benchmark
- CRISIL Composite Bond
- Turnover, past year
- 0.04×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond | Difference |
|---|---|---|---|
| 1 month | −1.75% | −0.42% | −1.33% |
| 3 months | +1.69% | −0.40% | +2.09% |
| 6 months | +2.05% | +3.10% | −1.05% |
| 1 year | +10.09% | +3.81% | +6.28% |
| 2 years | +11.71% | +5.33% | +6.38% |
| 3 years | +11.36% | +6.62% | +4.74% |
| 4 years | +10.22% | +6.90% | +3.32% |
| 5 years | +8.07% | +5.70% | +2.37% |
| Since inception | +7.23% | +7.29% | −0.06% |
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
- Debt38.95%₹3.03 Cr
- Listed equity32.01%₹2.49 Cr
- Mutual funds29.05%₹2.26 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- −₹0.21 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.04×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Customised Portfolio Approach 2 returned?
10.09% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.75%; 3 months: 1.69%; 6 months: 2.05%; 1 year: 10.09%; 2 years: 11.71%; 3 years: 11.36%; 4 years: 10.22%; 5 years: 8.07%; Since inception: 7.23%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond, returned 3.81% over the year, so the strategy was 6.28 percentage points ahead.
How much does Customised Portfolio Approach 2 manage?
₹7.78 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 2?
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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