Trivantage Capital Diversified Equity Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.81%
- 3M
- -1.43%
- 6M
- -1.28%
- 9M
- —
- 1Y
- +3.15%
- 2Y
- +7.07%
- 3Y
- +15.27%
- 4Y
- +15.45%
- 5Y
- +10.03%
- Since Inception
- +8.48%
- Strategy AUM
- ₹6 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.81% | −1.72% | +2.53% |
| 3 Months | −1.43% | −6.30% | +4.87% |
| 6 Months | −1.28% | −9.87% | +8.59% |
| 1 Year | +3.15% | −3.84% | +6.99% |
| 2 Years | +7.07% | +3.35% | +3.72% |
| 3 Years | +15.27% | +9.53% | +5.74% |
| 4 Years | +15.45% | +10.37% | +5.08% |
| 5 Years | +10.03% | +9.87% | +0.16% |
| Since Inception | +8.48% | +11.51% | −3.03% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.81% | −1.72% | +2.53% |
| Apr-2026 | +11.64% | +7.49% | +4.15% |
| Mar-2026 | −12.41% | −11.30% | −1.11% |
| Feb-2026 | +4.17% | −0.51% | +4.68% |
| Jan-2026 | −1.84% | −3.04% | +1.20% |
| Dec-2025 | −2.06% | −0.28% | −1.78% |
| Nov-2025 | −0.01% | +1.92% | −1.93% |
| Oct-2025 | +5.48% | +4.62% | +0.86% |
| Sep-2025 | +1.54% | +0.77% | +0.77% |
| Aug-2025 | −1.09% | −1.21% | +0.12% |
| Jul-2025 | −5.46% | −2.77% | −2.69% |
| Jun-2025 | +4.34% | +3.37% | +0.97% |
| May-2025 | +4.00% | +1.92% | +2.08% |
Strategy Details
APMI fact sheet
- Inception
- 17 Jul 2018
- Age
- 7.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.81×
- Turnover (1M)
- 0.04×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
An open-ended, long-only portfolio investment approach that aims at long-term wealth creation by pre-dominantly investing in a portfolio of equity and equity-related securities of private and public sector companies across sectors.The Portfolio Manager follows a structured approach based on extensive research and follows a rigorous investment process to identify businesses that are attractively priced and have the potential to deliver long-term performance. Since the portfolio is actively managed, the portfolio may witness higher portfolio turnover.
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
- Trivantage Capital Diversified Equity Portfolio
- 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.