Know Your PMS · Monthly tearsheet
Trivantage Capital Edge Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202667 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
12.99%
Total return
97.81%
Max drawdown
-17.78%
Sharpe
0.94
Sortino
0.92
Calmar
0.73
Win months
61.19%
Best / worst month
11.9% / -12.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -1.58% | 4.15% | -12.09% | 11.87% | 1.00% | 2.67% | 1.26% | 3.81% | -4.97% | – | – | – | 4.42% |
2025 | -7.87% | -8.47% | 7.32% | 2.07% | 3.63% | 4.83% | -5.46% | -1.01% | 1.40% | 5.80% | -0.10% | -2.01% | -1.37% |
2024 | 0.92% | 2.77% | -0.86% | 2.93% | 0.22% | 9.20% | 2.13% | 2.87% | 3.38% | -5.06% | 1.14% | 1.54% | 22.66% |
2023 | -4.97% | -0.82% | 0.12% | 4.71% | 7.94% | 4.34% | 3.62% | 0.84% | 1.87% | -2.15% | 7.15% | 7.65% | 33.70% |
2022 | -0.04% | -0.05% | 0.04% | -0.04% | -0.05% | -0.06% | 0.10% | 4.47% | -0.04% | 3.99% | 1.24% | -1.06% | 8.67% |
2021 | – | 0.06% | 0.02% | -0.02% | 0.05% | 0.04% | – | 7.65% | -0.01% | 0.00% | -0.02% | 0.00% | 7.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 17.78% | 20 mo |
| Dec_2022 | Feb_2023 | May_2023 | 6.75% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.97% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.15% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.86% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
13.95%
Downside deviation
14.13%