Trivantage Capital Management India Private Limited • Debt
Customised Portfolio Approach 2 is a debt portfolio management service (PMS) strategy run by Trivantage Capital Management India Private Limited, launched on 6 Jul 2015. It manages ₹7.94 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +16.74% over 1 year, +11.77% over 3 years and +9.11% over 5 years (+7.46% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +1.41% |
| 3 Months | +7.72% |
| 1 Year | +16.74% |
| 3 Years | +11.77% |
| 5 Years | +9.11% |
| Since Inception | +7.46% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCustomised Portfolio Approach 2 has a 1-year return of +16.74%, a 3-year return of +11.77%, a 5-year return of +9.11% and +7.46% since inception. Past performance is not indicative of future results.
Customised Portfolio Approach 2 manages ₹7.94 Cr of client assets.
The minimum investment for Customised Portfolio Approach 2 is ₹50 Lakhs.
Customised Portfolio Approach 2 was launched on 6 Jul 2015. It has a 10-year track record.
Description
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