Trivantage Capital Small & Mid Cap Financials Portfolio
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.50%
- 3M
- +3.72%
- 6M
- +5.11%
- 9M
- —
- 1Y
- +12.90%
- 2Y
- +14.49%
- 3Y
- +16.05%
- 4Y
- —
- 5Y
- —
- Since Inception
- +18.83%
- Strategy AUM
- ₹31 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.50% | −1.72% | +3.22% |
| 3 Months | +3.72% | −6.30% | +10.02% |
| 6 Months | +5.11% | −9.87% | +14.98% |
| 1 Year | +12.90% | −3.84% | +16.74% |
| 2 Years | +14.49% | +3.35% | +11.14% |
| 3 Years | +16.05% | +9.53% | +6.52% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +18.83% | +11.18% | +7.65% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.50% | −1.72% | +3.22% |
| Apr-2026 | +13.30% | +7.49% | +5.81% |
| Mar-2026 | −9.81% | −11.30% | +1.49% |
| Feb-2026 | +0.25% | −0.51% | +0.76% |
| Jan-2026 | −0.46% | −3.04% | +2.58% |
| Dec-2025 | +1.54% | −0.28% | +1.82% |
| Nov-2025 | +3.37% | +1.92% | +1.45% |
| Oct-2025 | +6.07% | +4.62% | +1.45% |
| Sep-2025 | +1.35% | +0.77% | +0.58% |
| Aug-2025 | −4.61% | −1.21% | −3.40% |
| Jul-2025 | −7.41% | −2.77% | −4.64% |
| Jun-2025 | +9.45% | +3.37% | +6.08% |
| May-2025 | +5.63% | +1.92% | +3.71% |
Strategy Details
APMI fact sheet
- Inception
- 01 Mar 2023
- Age
- 3.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.73×
- Turnover (1M)
- 0.02×
- 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 investing predominantly in equity of small* and mid-cap* 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 & other capital market intermediaries, 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) or any other sub-category of companies that may be listed in the future within the BFSI sector.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 Small & Mid Cap Financials 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.