Trivantage Capital Management India Private Limited • Debt
Customised Portfolio Approach 3 is a debt portfolio management service (PMS) strategy run by Trivantage Capital Management India Private Limited, launched on 18 Nov 2015. It manages ₹0.14 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.33% over 1 year, +5.35% over 3 years and +4.09% over 5 years (+6.80% 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 | +0.37% |
| 3 Months | +2.73% |
| 1 Year | +5.33% |
| 3 Years | +5.35% |
| 5 Years | +4.09% |
| Since Inception | +6.80% |
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 3 has a 1-year return of +5.33%, a 3-year return of +5.35%, a 5-year return of +4.09% and +6.80% since inception. Past performance is not indicative of future results.
Customised Portfolio Approach 3 manages ₹0.14 Cr of client assets.
The minimum investment for Customised Portfolio Approach 3 is ₹50 Lakhs.
Customised Portfolio Approach 3 was launched on 18 Nov 2015. It has a 10-year track record.
Description
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