Trivantage Capital Select Diversified Equity Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.79%
- 3M
- -0.04%
- 6M
- +0.31%
- 9M
- —
- 1Y
- +5.43%
- 2Y
- +7.19%
- 3Y
- +12.84%
- 4Y
- +13.62%
- 5Y
- +10.98%
- Since Inception
- +20.29%
- 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 | +0.79% | −1.72% | +2.51% |
| 3 Months | −0.04% | −6.30% | +6.26% |
| 6 Months | +0.31% | −9.87% | +10.18% |
| 1 Year | +5.43% | −3.84% | +9.27% |
| 2 Years | +7.19% | +3.35% | +3.84% |
| 3 Years | +12.84% | +9.53% | +3.31% |
| 4 Years | +13.62% | +10.37% | +3.25% |
| 5 Years | +10.98% | +9.87% | +1.11% |
| Since Inception | +20.29% | +18.34% | +1.95% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.79% | −1.72% | +2.51% |
| Apr-2026 | +12.24% | +7.49% | +4.75% |
| Mar-2026 | −11.65% | −11.30% | −0.35% |
| Feb-2026 | +3.79% | −0.51% | +4.30% |
| Jan-2026 | −1.54% | −3.04% | +1.50% |
| Dec-2025 | −1.79% | −0.28% | −1.51% |
| Nov-2025 | +0.17% | +1.92% | −1.75% |
| Oct-2025 | +5.07% | +4.62% | +0.45% |
| Sep-2025 | +2.38% | +1.54% | +0.84% |
| Aug-2025 | −0.87% | −1.21% | +0.34% |
| Jul-2025 | −5.95% | −2.77% | −3.18% |
| Jun-2025 | +4.62% | +3.37% | +1.25% |
| May-2025 | +3.44% | +1.92% | +1.52% |
Strategy Details
APMI fact sheet
- Inception
- 18 May 2020
- Age
- 6.0 Years
- Min. investment
- ₹5,00,00,000
- Turnover (1Y)
- 0.81×
- Turnover (1M)
- 0.04×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
An open-ended, long-only, concentrated 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 concentrated and actively managed, the portfolio may witness higher volatility and portfolio turnover.
Fund Managers
1 manager
Name
Nikhil Johri
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹5,00,00,000
- 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 Select 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.