- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Trivantage Capital Diversified Equity Portfolio
+6.91%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Trivantage Capital Diversified Equity Portfolio returned 6.91% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹5.81 crore across its clients.
Key numbers
- AUM
- ₹5.81 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.82×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.23% | −6.03% | +0.80% |
| 3 months | −0.13% | −4.91% | +4.78% |
| 6 months | +15.55% | +2.13% | +13.42% |
| 1 year | +6.91% | −7.09% | +14.00% |
| 2 years | −0.81% | −5.29% | +4.48% |
| 3 years | +12.49% | +6.06% | +6.43% |
| 4 years | +14.86% | +8.48% | +6.38% |
| 5 years | +7.27% | +6.38% | +0.89% |
| Since inception | +8.47% | +10.56% | −2.09% |
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 equity96.90%₹5.63 Cr
- Cash and other3.10%₹0.18 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹0.03 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 0.82×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trivantage Capital Diversified Equity Portfolio returned?
6.91% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.23%; 3 months: −0.13%; 6 months: 15.55%; 1 year: 6.91%; 2 years: −0.81%; 3 years: 12.49%; 4 years: 14.86%; 5 years: 7.27%; Since inception: 8.47%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 14.00 percentage points ahead.
How much does Trivantage Capital Diversified Equity Portfolio manage?
₹5.81 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 Trivantage Capital Diversified Equity Portfolio?
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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