- Manager
- Trivantage Capital Managment India
- Service
- Discretionary
- Asset class
- Equity
Trivantage Capital Small Mid Cap Financials Portfolio
+13.18%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Trivantage Capital Managment India’s Trivantage Capital Small Mid Cap Financials Portfolio returned 13.18% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹26.75 crore across its clients.
Key numbers
- AUM
- ₹26.75 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.10% | −6.03% | −1.07% |
| 3 months | −3.70% | −4.91% | +1.21% |
| 6 months | +12.94% | +2.13% | +10.81% |
| 1 year | +13.18% | −7.09% | +20.27% |
| 2 years | +4.79% | −5.29% | +10.08% |
| 3 years | +11.07% | +6.06% | +5.01% |
| Since inception | +16.35% | +9.06% | +7.29% |
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 equity88.00%₹23.54 Cr
- Cash and other12.00%₹3.21 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.60 Cr
- Net, Sep 2026
- −₹0.60 Cr
- Net, FY to date
- −₹2.57 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Trivantage Capital Small Mid Cap Financials Portfolio returned?
13.18% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.10%; 3 months: −3.70%; 6 months: 12.94%; 1 year: 13.18%; 2 years: 4.79%; 3 years: 11.07%; Since inception: 16.35%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 20.27 percentage points ahead.
How much does Trivantage Capital Small Mid Cap Financials Portfolio manage?
₹26.75 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 Small Mid Cap Financials 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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