- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Trivantage Capital Edge Portfolio
+8.16%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Trivantage Capital Edge Portfolio returned 8.16% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹157 crore across its clients.
Key numbers
- AUM
- ₹157 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.05×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.97% | −6.03% | +1.06% |
| 3 months | −0.11% | −4.91% | +4.80% |
| 6 months | +15.88% | +2.13% | +13.75% |
| 1 year | +8.16% | −7.09% | +15.25% |
| 2 years | +0.21% | −5.29% | +5.50% |
| 3 years | +12.56% | +6.06% | +6.50% |
| 4 years | +15.18% | +8.48% | +6.70% |
| 5 years | +11.01% | +6.38% | +4.63% |
| Since inception | +17.62% | +16.39% | +1.23% |
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 equity94.24%₹148 Cr
- Cash and other5.76%₹9.02 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹17.40 Cr
- Outflow, Sep 2026
- ₹0.50 Cr
- Net, Sep 2026
- ₹16.90 Cr
- Net, FY to date
- ₹28.06 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 1.05×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trivantage Capital Edge Portfolio returned?
8.16% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.97%; 3 months: −0.11%; 6 months: 15.88%; 1 year: 8.16%; 2 years: 0.21%; 3 years: 12.56%; 4 years: 15.18%; 5 years: 11.01%; Since inception: 17.62%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 15.25 percentage points ahead.
How much does Trivantage Capital Edge Portfolio manage?
₹157 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 Edge 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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