Trivantage Capital Edge Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.00%
- 3M
- -0.66%
- 6M
- -0.22%
- 9M
- —
- 1Y
- +4.91%
- 2Y
- +7.77%
- 3Y
- +15.60%
- 4Y
- +15.81%
- 5Y
- +13.81%
- Since Inception
- +18.18%
- Strategy AUM
- ₹128 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.00% | −1.72% | +2.72% |
| 3 Months | −0.66% | −6.30% | +5.64% |
| 6 Months | −0.22% | −9.87% | +9.65% |
| 1 Year | +4.91% | −3.84% | +8.75% |
| 2 Years | +7.77% | +3.35% | +4.42% |
| 3 Years | +15.60% | +9.53% | +6.07% |
| 4 Years | +15.81% | +10.37% | +5.44% |
| 5 Years | +13.81% | +9.87% | +3.94% |
| Since Inception | +18.18% | +18.03% | +0.15% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.00% | −1.72% | +2.72% |
| Apr-2026 | +11.87% | +7.49% | +4.38% |
| Mar-2026 | −12.09% | −11.30% | −0.79% |
| Feb-2026 | +4.15% | −0.51% | +4.66% |
| Jan-2026 | −1.58% | −3.04% | +1.46% |
| Dec-2025 | −2.01% | −0.28% | −1.73% |
| Nov-2025 | −0.10% | +1.92% | −2.02% |
| Oct-2025 | +5.80% | +4.62% | +1.18% |
| Sep-2025 | +1.40% | +1.54% | −0.14% |
| Aug-2025 | −1.01% | −1.21% | +0.20% |
| Jul-2025 | −5.46% | −2.77% | −2.69% |
| Jun-2025 | +4.83% | +3.37% | +1.46% |
| May-2025 | +3.63% | +1.92% | +1.71% |
Strategy Details
APMI fact sheet
- Inception
- 11 May 2020
- Age
- 6.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.82×
- Turnover (1M)
- 0.04×
- Product
- Equity,Mutual Fund,Others
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 Edge 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.