- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Trivantage Capital Resurgent Financials Equity Portfolio
+0.72%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Trivantage Capital Resurgent Financials Equity Portfolio returned 0.72% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹14.29 crore across its clients.
Key numbers
- AUM
- ₹14.29 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.78×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −8.17% | −6.03% | −2.14% |
| 3 months | −6.43% | −4.91% | −1.52% |
| 6 months | +7.64% | +2.13% | +5.51% |
| 1 year | +0.72% | −7.09% | +7.81% |
| 2 years | +0.11% | −5.29% | +5.40% |
| 3 years | +5.07% | +6.06% | −0.99% |
| 4 years | +8.38% | +8.48% | −0.10% |
| 5 years | +5.41% | +6.38% | −0.97% |
| Since inception | +10.90% | +13.00% | −2.10% |
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 equity96.71%₹13.82 Cr
- Cash and other3.29%₹0.47 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.01 Cr
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- ₹0.01 Cr
- Net, FY to date
- −₹7.20 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.78×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trivantage Capital Resurgent Financials Equity Portfolio returned?
0.72% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −8.17%; 3 months: −6.43%; 6 months: 7.64%; 1 year: 0.72%; 2 years: 0.11%; 3 years: 5.07%; 4 years: 8.38%; 5 years: 5.41%; Since inception: 10.90%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 7.81 percentage points ahead.
How much does Trivantage Capital Resurgent Financials Equity Portfolio manage?
₹14.29 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 Resurgent Financials 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app