Trivantage Capital Small Cap Equity Portfolio PMS: Returns, AUM & Details
Trivantage Capital Management India Private Limited • Equity
Trivantage Capital Small Cap Equity Portfolio is an equity portfolio management service (PMS) strategy run by Trivantage Capital Management India Private Limited, launched on 26 Sep 2023. It manages ₹0.04 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are -14.23% over 1 year (+1.50% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.04 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.04 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
26/09/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
-0.75%
3 Months
+0.90%
1 Year
-14.23%
Since Inception
+1.50%
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.
Frequently asked questions about Trivantage Capital Small Cap Equity Portfolio
What are the returns of Trivantage Capital Small Cap Equity Portfolio?
Trivantage Capital Small Cap Equity Portfolio has a 1-year return of -14.23% and +1.50% since inception. Past performance is not indicative of future results.
What is the AUM of Trivantage Capital Small Cap Equity Portfolio?
Trivantage Capital Small Cap Equity Portfolio manages ₹0.04 Cr of client assets.
What is the minimum investment for Trivantage Capital Small Cap Equity Portfolio?
The minimum investment for Trivantage Capital Small Cap Equity Portfolio is ₹50 Lakhs.
When was Trivantage Capital Small Cap Equity Portfolio launched?
Trivantage Capital Small Cap Equity Portfolio was launched on 26 Sep 2023. It has a 2-year track record.