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Trivantage Super Six

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not under coverage: This scheme is currently not under our coverage universe.

IME Strategy Rating

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Trivantage Super Six

Type: Sectoral | Concentrated | AUM (0.8 cr) | Inc Date (01 Jul 2017)

Investment Philosophy

Trivantage Capital Resurgent Financials Equity Strategy is a highly concentrated multi-cap financial services sector fund that aims to hold the 6 best stocks in the financial services industry.

Trailing Performance

1yr 3yr 5yr Since Inception
Trivantage Super Six 17 8.8 10.3 10.4
S&P BSE 500 TRI 39.5 19.5 19 15.7
Alpha over Broad Mkt BM -22.5 -10.7 -8.7 -5.3

Performance as of: 28-Feb-23 | Inception Date: 01-Jul-17

Fund Managers

Fee Structure

Fee StructureFee
Fixed Fee Structure2.5
Variable Fee Structures1.5% fixed + 20% above 10% hurdle
Exit Fees1yr (3%), 2yr (2%), 3yr (1%)

AMC

AMC: Trivantage PMS (click link for detailed AMC review)

Can be considered for investment: We are great believers in investment managers having a laser focus on their areas of expertise, as compared to trying to do too many things at the same time. Trivantage PMS is a PMS provider that is laser-focused on a single sector (financials), with investments managed by a financial sector veteran, which makes it one of the most attractive BFSI sector funds in the market.

AMC Rating

3 of 5 stars

AMC Pedigree

3 of 5 stars

AMC Size

2 of 5 stars

Team Pedigree

5 of 5 stars

Inv Philosophy

5 of 5 stars

Performance

2 of 5 stars

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.