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Trivantage Capital - Focussed Corp Lenders - Plan B
Trivantage Capital - Focussed Corp Lenders - Plan B

Trivantage Capital - Focussed Corp Lenders - Plan B

  • Trivantage Capital Managment India Pvt Ltd
  • MULTI CAP
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PMS Bazaar
Portfolio age7 years, 1 month
6.21%
6.77%
Hurdle Rate**10%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.88%)
Allocation by Market Cap
Small Cap (21.58%)
Mid Cap (1.11%)
Large Cap (76.43%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jun, 2024)
Inception Date
Dec 10, 2018
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
20% Profit share above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

An open-ended, long-only portfolio investment approach that aims at long-term wealth creation by pre-dominantly investing in a portfolio of equity and equity-related securities of Indian Financial Institutions.

Investment Approach

The portfolio will follow a bottom-up stock selection process and invest in companies across market capitalisation.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Trivantage Capital Managment India Pvt Ltd
Trivantage Capital Managment India Pvt Ltd manages assets worth Rs 239.78 crores. Its current offering of PMS schemes includes 2 Small And Mid Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

239.78 (As on Nov, 2025)

Number of Schemes

3
Schemes From This AMC
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  • Grid
Compare
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
1.92%
Trivantage Capital - Edge
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
139 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.1%
Benchmark Return
1.92%
Emerging Leaders
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
28 Out of 53
Fixed Fee
2.50%
Scheme Return
-1.38%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Trivantage Capital - Focussed Corp Lenders - Plan B?
The hurdle rate of Trivantage Capital - Focussed Corp Lenders - Plan B is 10%.
What is the fixed fee charged in Trivantage Capital - Focussed Corp Lenders - Plan B ?
The fixed fee charged in Trivantage Capital - Focussed Corp Lenders - Plan B is 2.50%.
What is the variable fee charged in Trivantage Capital - Focussed Corp Lenders - Plan B ?
The variable fee charged in Trivantage Capital - Focussed Corp Lenders - Plan B is 1.50%.
What is the profit sharing in Trivantage Capital - Focussed Corp Lenders - Plan B ?
The profit sharing in Trivantage Capital - Focussed Corp Lenders - Plan B is 20% Profit share above 10% Hurdle.
What is the minimum investment in Trivantage Capital - Focussed Corp Lenders - Plan B ?
The minimum investment in Trivantage Capital - Focussed Corp Lenders - Plan B is ₹50 Lacs
What type of scheme is Trivantage Capital - Focussed Corp Lenders - Plan B?
Trivantage Capital - Focussed Corp Lenders - Plan B is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Trivantage Capital - Focussed Corp Lenders - Plan B?
The inception date of Trivantage Capital - Focussed Corp Lenders - Plan B is Dec 10, 2018.
What is the exit load of Trivantage Capital - Focussed Corp Lenders - Plan B?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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