Customised Portfolio Approach 16
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +7.34%
- 3M
- -1.72%
- 6M
- +42.04%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +63.57%
- Strategy AUM
- ₹5 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +7.34% | −1.72% | +9.06% |
| 3 Months | −1.72% | −6.30% | +4.58% |
| 6 Months | +42.04% | −9.87% | +51.91% |
| 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 | +63.57% | −6.03% | +69.60% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 9 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +7.34% | −1.72% | +9.06% |
| Apr-2026 | +3.87% | +7.49% | −3.62% |
| Mar-2026 | −11.85% | −11.30% | −0.55% |
| Feb-2026 | −7.04% | −0.51% | −6.53% |
| Jan-2026 | +26.93% | −3.04% | +29.97% |
| Dec-2025 | +22.48% | −0.28% | +22.76% |
| Nov-2025 | +7.33% | +1.92% | +5.41% |
| Oct-2025 | +4.22% | +4.64% | −0.42% |
| Sep-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 24 Sept 2025
- Age
- 8 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 16
- 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.