Strategy performance
Trivantage Capital Resurgent Financials Equity Portfolio
Trivantage Capital Managment India Private Limited · AUM ₹15.6 Cr · as of Sep 2026
Our read
₹100 grew to ₹155.5 since inception (+8.2% CAGR), behind its filed benchmark on the same window, with a max drawdown of −14.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.1%
−0.3% vs benchmark
Since inception
+8.2%
Max drawdown
−14.2%
Volatility
+14.2%
Peer position
Loading peer ranks…
Performance
Trivantage Capital Resurgent Financials Equity Portfolio₹155.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.9% | +1.5% | −14.0% | +11.6% | −0.7% | +3.7% | −0.2% | +2.1% | −8.2% | −6.9% | |||
| 2025 | −5.9% | −5.1% | +8.1% | +6.8% | +3.1% | +5.9% | −4.9% | −4.5% | +1.1% | +4.6% | +2.8% | +0.6% | +11.6% |
| 2024 | −1.1% | −0.2% | −2.4% | +6.8% | −3.2% | +7.8% | −0.8% | +1.2% | +2.3% | −2.4% | −1.2% | +0.0% | +6.3% |
| 2023 | −6.2% | −1.0% | −0.3% | +5.3% | +6.8% | +3.7% | +4.3% | −1.9% | +1.2% | −3.2% | +3.8% | +4.4% | +17.2% |
| 2022 | +0.1% | −0.1% | +0.0% | −0.0% | −0.0% | −0.1% | +0.1% | +5.0% | −0.0% | +4.3% | +2.5% | −0.4% | +11.8% |
| 2021 | −0.0% | −0.0% | +0.1% | +0.0% | +0.0% | +7.3% | −0.0% | +0.0% | −0.1% | −0.0% | +7.3% |
Metrics
Tearsheet- 1M return
- −8.2%
- 3M return
- −6.4%
- 6M return
- +7.6%
- 1Y return
- +0.7%
- 2Y CAGR
- +0.1%
- 3Y CAGR
- +5.1%
- 5Y CAGR
- +7.7%
- Since-inception CAGR
- +8.2%
- Total return
- +55.5%
- Average month
- +0.7%
- Median month
- 0.0%
- Average up month
- +3.4%
- Best month
- +11.6%
- Best rolling 12M
- +25.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 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 Resurgent Financials Equity Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Trivantage Capital Resurgent Financials Equity Portfolio performed?
- Trivantage Capital Resurgent Financials Equity Portfolio (Trivantage Capital Managment India Private Limited) shows CAGR 8.23% and max drawdown -14.16% 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 Resurgent Financials Equity Portfolio CAGR / max drawdown?
- CAGR is 8.23%; max drawdown is -14.16%. We only publish CAGR when there are enough months (≥12 on this track of 67 months). Learn more
- Where do Trivantage Capital Resurgent Financials Equity Portfolio 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 Resurgent Financials Equity Portfolio?
- 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