Strategy performance
Trivantage Capital Focussed Corporate Lenders Plan B
Trivantage Capital Managment India Private Limited · AUM ₹2.53 Cr · as of Aug 2026
Our read
₹100 grew to ₹156.5 since inception (+8.5% CAGR), behind its filed benchmark on the same window, with a max drawdown of −14.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.0%
−3.9% vs benchmark
Since inception
+8.5%
Max drawdown
−14.7%
Volatility
+13.5%
Peer position
Loading peer ranks…
Performance
Trivantage Capital Focussed Corporate Lenders Plan B₹156.5Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.2% | +2.2% | −14.7% | +9.2% | −2.1% | +6.5% | +0.3% | +1.2% | +0.4% | ||||
| 2025 | −2.6% | −3.6% | +8.0% | +5.7% | +0.6% | +3.3% | −2.4% | −4.3% | +0.1% | +6.0% | +3.1% | +0.5% | +14.2% |
| 2024 | −2.5% | −0.3% | −1.2% | +6.7% | −2.4% | +6.2% | −3.7% | −1.7% | +0.9% | −2.1% | +1.3% | −2.8% | −2.4% |
| 2023 | −6.4% | −1.7% | +1.2% | +5.1% | +2.9% | +2.0% | +3.2% | −2.1% | +2.1% | −5.7% | +4.5% | +8.6% | +13.3% |
| 2022 | +0.1% | −0.1% | +0.0% | −0.0% | −0.0% | −0.1% | +0.1% | +5.3% | −0.0% | +7.5% | +3.2% | +0.2% | +17.2% |
| 2021 | −0.0% | −0.0% | +0.1% | −0.0% | +0.0% | +5.3% | +0.0% | +0.1% | −0.1% | 0.0% | +5.2% |
Metrics
Tearsheet- 1M return
- +1.2%
- 3M return
- +8.0%
- 6M return
- −1.5%
- 1Y return
- +10.3%
- 2Y CAGR
- +5.6%
- 3Y CAGR
- +7.0%
- 5Y CAGR
- +8.2%
- Since-inception CAGR
- +8.5%
- Total return
- +56.5%
- Average month
- +0.8%
- Median month
- +0.1%
- Average up month
- +3.1%
- Best month
- +9.2%
- Best rolling 12M
- +24.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Trivantage Capital Focussed Corporate Lenders Plan B performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Trivantage Capital Focussed Corporate Lenders Plan B performed?
- Trivantage Capital Focussed Corporate Lenders Plan B (Trivantage Capital Managment India Private Limited) shows CAGR 8.48% and max drawdown -14.68% 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 Trivantage Capital Focussed Corporate Lenders Plan B CAGR / max drawdown?
- CAGR is 8.48%; max drawdown is -14.68%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Trivantage Capital Focussed Corporate Lenders Plan B 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 Trivantage Capital Focussed Corporate Lenders Plan B?
- 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