Know Your PMS · Monthly tearsheet
Trivantage Capital Resurgent Financials Equity Super Six 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_202663 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
9.43%
Total return
60.50%
Max drawdown
-18.06%
Sharpe
0.70
Sortino
0.71
Calmar
0.52
Win months
52.38%
Best / worst month
9.4% / -15.4%
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 | -1.67% | 1.14% | -15.45% | 9.36% | -0.12% | 8.08% | 2.08% | -0.36% | -6.84% | – | – | – | -5.94% |
2025 | -2.86% | -1.14% | 7.23% | 3.59% | 3.22% | 1.61% | -3.32% | -3.35% | 3.85% | 2.61% | 1.77% | -2.55% | 10.48% |
2024 | -2.60% | -2.17% | 2.01% | 7.94% | -0.99% | 7.47% | -1.31% | 4.75% | 6.66% | -5.63% | -1.39% | -1.50% | 12.83% |
2023 | -6.07% | 0.66% | -1.35% | 5.73% | 3.60% | 3.84% | 1.14% | -0.58% | 1.75% | -2.42% | 3.22% | 6.17% | 16.07% |
2022 | 0.04% | -0.05% | 0.01% | -0.03% | -0.05% | -0.06% | 0.16% | 3.48% | -0.02% | 5.48% | 1.33% | -1.62% | 8.81% |
2021 | – | – | – | – | – | – | 0.00% | 8.43% | -0.01% | 0.02% | -0.08% | 0.02% | 8.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 18.06% | 10 mo · open |
| Oct_2024 | Feb_2025 | May_2025 | 11.97% | 7 mo |
| Dec_2022 | Mar_2023 | May_2023 | 8.24% | 5 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 6.56% | 4 mo |
| Jan_2024 | Feb_2024 | Apr_2024 | 4.71% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
14.21%
Downside deviation
13.25%