Know Your PMS · Monthly tearsheet
Trivantage Capital Focussed Corporate Lenders Plan B
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 Aug_202666 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
8.48%
Total return
56.47%
Max drawdown
-14.68%
Sharpe
0.67
Sortino
0.66
Calmar
0.58
Win months
56.06%
Best / worst month
9.2% / -14.7%
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 | -0.23% | 2.17% | -14.68% | 9.22% | -2.14% | 6.48% | 0.27% | 1.16% | – | – | – | – | 0.40% |
2025 | -2.63% | -3.60% | 7.98% | 5.68% | 0.56% | 3.33% | -2.36% | -4.32% | 0.05% | 6.02% | 3.10% | 0.45% | 14.22% |
2024 | -2.50% | -0.32% | -1.23% | 6.65% | -2.44% | 6.21% | -3.74% | -1.72% | 0.93% | -2.15% | 1.34% | -2.80% | -2.37% |
2023 | -6.42% | -1.71% | 1.19% | 5.12% | 2.87% | 1.98% | 3.16% | -2.06% | 2.11% | -5.67% | 4.49% | 8.58% | 13.33% |
2022 | 0.07% | -0.06% | 0.01% | -0.01% | -0.02% | -0.05% | 0.11% | 5.33% | -0.03% | 7.47% | 3.24% | 0.24% | 17.17% |
2021 | – | – | -0.04% | -0.02% | 0.07% | -0.03% | 0.01% | 5.29% | 0.01% | 0.05% | -0.09% | 0.00% | 5.25% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Ongoing | 14.68% | 6 mo · open |
| Jul_2024 | Feb_2025 | Jun_2025 | 13.61% | 11 mo |
| Jan_2023 | Feb_2023 | May_2023 | 8.02% | 4 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 6.58% | 4 mo |
| Oct_2023 | Oct_2023 | Dec_2023 | 5.67% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
13.44%
Downside deviation
12.90%