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Trivantage
Trivantage · Portfolio Management Services
Small & Midcap Financials is a PMS (Portfolio Management Services) strategy from Trivantage. It has returned +13.20% over 1 year, +11.10% over 3 years, as reported by the fund manager. It manages about ₹26.8 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Small & Midcap Financials has returned -7.10% (1 month), -3.70% (3 months), +12.90% (6 months), +13.20% (1 year), +11.10% (3 years), +16.40% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Small & Midcap Financials is offered by Trivantage, a SEBI-registered portfolio manager.
