- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Trivantage Capital Focussed Corporate Lenders Plan B
+3.36%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Trivantage Capital Focussed Corporate Lenders Plan B returned 3.36% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹2.37 crore across its clients.
Key numbers
- AUM
- ₹2.37 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.51×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.25% | −6.03% | −0.22% |
| 3 months | −4.90% | −4.91% | +0.01% |
| 6 months | +8.23% | +2.13% | +6.10% |
| 1 year | +3.36% | −7.09% | +10.45% |
| 2 years | +1.81% | −5.29% | +7.10% |
| 3 years | +3.96% | +6.06% | −2.10% |
| 4 years | +7.25% | +8.48% | −1.23% |
| 5 years | +6.21% | +6.38% | −0.17% |
| Since inception | +5.94% | +11.39% | −5.45% |
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 equity94.51%₹2.24 Cr
- Cash and other5.49%₹0.13 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.51×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trivantage Capital Focussed Corporate Lenders Plan B returned?
3.36% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.25%; 3 months: −4.90%; 6 months: 8.23%; 1 year: 3.36%; 2 years: 1.81%; 3 years: 3.96%; 4 years: 7.25%; 5 years: 6.21%; Since inception: 5.94%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 10.45 percentage points ahead.
How much does Trivantage Capital Focussed Corporate Lenders Plan B manage?
₹2.37 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 Focussed Corporate Lenders Plan B?
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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