Customised Portfolio Approach 14
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +8.22%
- 3M
- -1.55%
- 6M
- +50.60%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +113.51%
- Strategy AUM
- ₹0 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +8.22% | −1.72% | +9.94% |
| 3 Months | −1.55% | −6.30% | +4.75% |
| 6 Months | +50.60% | −9.87% | +60.47% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +113.51% | −3.34% | +116.85% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 10 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +8.22% | −1.72% | +9.94% |
| Apr-2026 | +4.36% | +7.49% | −3.13% |
| Mar-2026 | −12.84% | −11.30% | −1.54% |
| Feb-2026 | −8.18% | −0.51% | −7.67% |
| Jan-2026 | +28.14% | −3.04% | +31.18% |
| Dec-2025 | +30.02% | −0.28% | +30.30% |
| Nov-2025 | +9.94% | +1.92% | +8.02% |
| Oct-2025 | +4.64% | +4.62% | +0.02% |
| Sep-2025 | +20.03% | +0.77% | +19.26% |
| Aug-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 13 Aug 2025
- Age
- 9 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.00×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
Customised Portfolio
Fund Managers
1 manager
Name
Nikhil Johri
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Trivantage Capital Management India Private Limited
- Strategy
- Customised Portfolio Approach 14
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.