- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Trivantage Capital Select Diversified Equity Portfolio
+7.42%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Trivantage Capital Select Diversified Equity Portfolio returned 7.42% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹3.08 crore across its clients.
Key numbers
- AUM
- ₹3.08 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.30% | −6.03% | +0.73% |
| 3 months | −0.63% | −4.91% | +4.28% |
| 6 months | +15.11% | +2.13% | +12.98% |
| 1 year | +7.42% | −7.09% | +14.51% |
| 2 years | −1.31% | −5.29% | +3.98% |
| 3 years | +9.65% | +6.06% | +3.59% |
| 4 years | +13.03% | +8.48% | +4.55% |
| 5 years | +7.83% | +6.38% | +1.45% |
| Since inception | +19.45% | +16.68% | +2.77% |
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 equity96.10%₹2.96 Cr
- Cash and other3.90%₹0.12 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.02 Cr
- Turnover, month
- 0.12×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trivantage Capital Select Diversified Equity Portfolio returned?
7.42% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.30%; 3 months: −0.63%; 6 months: 15.11%; 1 year: 7.42%; 2 years: −1.31%; 3 years: 9.65%; 4 years: 13.03%; 5 years: 7.83%; Since inception: 19.45%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 14.51 percentage points ahead.
How much does Trivantage Capital Select Diversified Equity Portfolio manage?
₹3.08 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 Select 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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