Customised Portfolio Approach 6
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -2.25%
- 3M
- -4.77%
- 6M
- -7.25%
- 9M
- —
- 1Y
- -2.79%
- 2Y
- +0.67%
- 3Y
- +13.59%
- 4Y
- —
- 5Y
- —
- Since Inception
- +13.93%
- Strategy AUM
- ₹3 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −2.25% | −1.72% | −0.53% |
| 3 Months | −4.77% | −6.30% | +1.53% |
| 6 Months | −7.25% | −9.87% | +2.62% |
| 1 Year | −2.79% | −3.84% | +1.05% |
| 2 Years | +0.67% | +3.35% | −2.68% |
| 3 Years | +13.59% | +9.53% | +4.06% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +13.93% | +10.81% | +3.12% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −2.25% | −1.72% | −0.53% |
| Apr-2026 | +8.17% | +7.49% | +0.68% |
| Mar-2026 | −9.94% | −11.30% | +1.36% |
| Feb-2026 | +3.57% | −0.51% | +4.08% |
| Jan-2026 | −5.78% | −3.04% | −2.74% |
| Dec-2025 | −0.20% | −0.28% | +0.08% |
| Nov-2025 | +2.16% | +1.92% | +0.24% |
| Oct-2025 | +6.30% | +4.62% | +1.68% |
| Sep-2025 | +0.27% | +0.77% | −0.50% |
| Aug-2025 | −2.62% | −1.21% | −1.41% |
| Jul-2025 | −3.94% | −2.77% | −1.17% |
| Jun-2025 | +2.91% | +3.37% | −0.46% |
| May-2025 | +5.56% | +1.92% | +3.64% |
Strategy Details
APMI fact sheet
- Inception
- 26 Apr 2023
- Age
- 3.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.01×
- Turnover (1M)
- 0.00×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
The investment approach endeavours to generate optimal risk-adjusted returns by investing in a diversified in a portfolio of equity and equity-related securities, debt securities including highly rated tax-free bonds and mutual funds.
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 6
- 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.