Trivantage Capital Resurgent Financials Equity Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -0.66%
- 3M
- -4.61%
- 6M
- -3.45%
- 9M
- —
- 1Y
- +0.77%
- 2Y
- +6.93%
- 3Y
- +8.64%
- 4Y
- +10.61%
- 5Y
- +8.49%
- Since Inception
- +11.60%
- Strategy AUM
- ₹22 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −0.66% | −1.72% | +1.06% |
| 3 Months | −4.61% | −6.30% | +1.69% |
| 6 Months | −3.45% | −9.87% | +6.42% |
| 1 Year | +0.77% | −3.84% | +4.61% |
| 2 Years | +6.93% | +3.35% | +3.58% |
| 3 Years | +8.64% | +9.53% | −0.89% |
| 4 Years | +10.61% | +10.37% | +0.24% |
| 5 Years | +8.49% | +9.87% | −1.38% |
| Since Inception | +11.60% | +13.82% | −2.22% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −0.66% | −1.72% | +1.06% |
| Apr-2026 | +11.63% | +7.49% | +4.14% |
| Mar-2026 | −13.98% | −11.30% | −2.68% |
| Feb-2026 | +1.51% | −0.51% | +2.02% |
| Jan-2026 | −0.93% | −3.04% | +2.11% |
| Dec-2025 | +0.64% | −0.28% | +0.92% |
| Nov-2025 | +2.76% | +1.92% | +0.84% |
| Oct-2025 | +4.59% | +4.62% | −0.03% |
| Sep-2025 | +1.05% | +0.77% | +0.28% |
| Aug-2025 | −4.53% | −1.21% | −3.32% |
| Jul-2025 | −4.91% | −2.77% | −2.14% |
| Jun-2025 | +5.86% | +3.37% | +2.49% |
| May-2025 | +3.06% | +1.92% | +1.14% |
Strategy Details
APMI fact sheet
- Inception
- 17 Feb 2016
- Age
- 10.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.57×
- Turnover (1M)
- 0.00×
- 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 equity and equity-related securities of private and public sector banks, non-banking financial services companies and other companies in the financial services sector.Investments can be across a broad definition of BFSI (Banking & Financial Services) including stock & commodity exchanges, rating agencies, lenders in all formats, brokerages, insurers, companies in the Fintech* ecosystem that operate in different subsegments, including Payments, Lending, Wealth Technology (WealthTech), Personal Finance Management, Insurance Technology (InsureTech), Regulation Technology (RegTech), etc.The Portfolio Manager follows a structured approach based on extensive research and follows a rigorous investment process to identify businesses in the financial services sector that are attractively priced and have the potential to deliver long-term performance. Since the portfolio is thematic in nature and actively managed, the portfolio may witness periods of high volatility and also 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 Resurgent Financials 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.