- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Debt
Customised Portfolio Approach 3
+5.30%
1-year return
Benchmark CRISIL Composite Bond +3.81% · to 30 Sep 2026
Trivantage Capital Managment India’s Customised Portfolio Approach 3 returned 5.30% over the year to 30 Sep 2026, against 3.81% for its benchmark, the CRISIL Composite Bond. It managed ₹0.14 crore across its clients.
Key numbers
- AUM
- ₹0.14 Cr
- Benchmark
- CRISIL Composite Bond
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | CRISIL Composite Bond | Difference |
|---|---|---|---|
| 1 month | +0.31% | −0.42% | +0.73% |
| 3 months | +0.79% | −0.40% | +1.19% |
| 6 months | +2.40% | +3.10% | −0.70% |
| 1 year | +5.30% | +3.81% | +1.49% |
| 2 years | +4.15% | +5.33% | −1.18% |
| 3 years | +5.09% | +6.62% | −1.53% |
| 4 years | +5.95% | +6.90% | −0.95% |
| 5 years | +4.12% | +5.70% | −1.58% |
| Since inception | +6.73% | +7.17% | −0.44% |
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
- Debt100.00%₹0.14 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- 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 3 returned?
5.30% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.31%; 3 months: 0.79%; 6 months: 2.40%; 1 year: 5.30%; 2 years: 4.15%; 3 years: 5.09%; 4 years: 5.95%; 5 years: 4.12%; Since inception: 6.73%.
How has it done against its benchmark?
Its benchmark, the CRISIL Composite Bond, returned 3.81% over the year, so the strategy was 1.49 percentage points ahead.
How much does Customised Portfolio Approach 3 manage?
₹0.14 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 3?
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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