Watch
Often below a prior high
Roughly 63% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Customised Portfolio Approach 6 Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED
Age: 42 months
Trailing return from filed months
- 1Y
- -2.62%
- 3Y
- 7.03%
- 5Y
- Needs 60 months
- CAGR
- 10.31%
- Max DD
- -15.75%
- Calmar
- 0.65
- Track
- 42 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
11.34%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
50.76%
Annualised Return
10.31%
Hit Rate
54.76%
Maximum Drawdown
-15.75%
Annualised Volatility
14.24%
Sharpe Ratio
0.92
Sortino Ratio
0.74
Consistency Score
56.1%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 29.34%
- Worst Year Return P
- -3.91%
- Median Annual Return P
- 10.32%
- Average Monthly Return P
- 1.09%
- Geometric Mean Return P
- 1.01%
- Average Drawdown P
- -3.41%
- Median Drawdown P
- -0.88%
- Max Drawdown Duration P
- 10 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 10 mo
- Return / Max Drawdown P
- 0.65
- Return / Avg Drawdown P
- 3.74
- Ulcer Index P
- 5.56%
- Positive Rolling Periods % P
- 53.66%
- Return Stability Score P
- 24.32
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -8.09%
- Best Rolling 12M Return P
- 44.62%
- Maximum Monthly Loss P
- -9.94%
- Worst 3-Month Period P
- -12.12%
- Worst 6-Month Period P
- -15.41%
- Return Smoothness Index P
- 16.93
- Pain Adjusted Return P
- 3.74%
- Worst Case Investor Entry P
- -8.09%
- Capital Preservation Score P
- 84.25%
- Aggressiveness Score P
- 4.11%
- Recovery Efficiency P
- 0.65
- Downside Volatility R
- 9.07%
- Upside Volatility R
- 8.67%
- Time in Drawdown % R
- 63.41%
- VaR 95% R
- -5.68%
- VaR 99% R
- -8.48%
- CVaR 95% R
- -7.86%
- CVaR 99% R
- -9.94%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 4.23%
- CAGR per Unit Drawdown R
- 0.81
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -3.91%
- Return Skewness C
- -0.21
- Return Kurtosis C
- 0.27
- Coefficient of Variation C
- 3.78
- Calmar Ratio C
- 0.65
- Sterling Ratio C
- 0.81
- Burke Ratio C
- 0.49
Filings
Month-end SEBI filings. Missing months stay blank.
Customised Portfolio Approach 6 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Customised Portfolio Approach 6 performed?
- Customised Portfolio Approach 6 (TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED) shows CAGR 10.31% and max drawdown -15.75% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Customised Portfolio Approach 6 CAGR / max drawdown?
- CAGR is 10.31%; max drawdown is -15.75%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Customised Portfolio Approach 6 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Customised Portfolio Approach 6?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more