Trivantage Capital Management India PMS strategies
Trivantage Capital Management India runs 21 portfolio management strategies listed with APMI, managing ₹291 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Trivantage Capital Edge Portfolio | Equity | Nikhil Johri | ₹157 Cr | +12.56% | +6.50 pts | — | ₹50 Lakhs | Sep 2026 |
| Trivantage Capital Emerging Leaders Portfolio | Equity | Nikhil Johri | ₹45.45 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Trivantage Capital Small & Mid Cap Financials Portfolio | Equity | Nikhil Johri | ₹26.75 Cr | +11.07% | +5.01 pts | — | ₹50 Lakhs | Sep 2026 |
| Trivantage Capital Resurgent Financials Equity Portfolio | Equity | Nikhil Johri | ₹14.29 Cr | +5.07% | -0.99 pts | — | ₹50 Lakhs | Sep 2026 |
| Customised Portfolio Approach 12 | Equity | Nikhil Johri | ₹13.57 Cr | — | — | — | ₹5 Crore | Aug 2026 |
| Customised Portfolio Approach 2 | Debt | — | ₹7.94 Cr | +11.77% | — | — | ₹50 Lakhs | — |
| Trivantage Capital Diversified Equity Portfolio | Equity | Nikhil Johri | ₹5.81 Cr | +12.49% | +6.43 pts | — | ₹50 Lakhs | Sep 2026 |
| Customised Portfolio Approach 16 | Equity | Nikhil Johri | ₹4.49 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Trivantage Capital Select Diversified Equity Portfolio | Equity | Nikhil Johri | ₹3.08 Cr | +9.65% | +3.59 pts | — | ₹5 Crore | Sep 2026 |
| Customised Portfolio Approach 6 | Equity | Nikhil Johri | ₹2.58 Cr | +7.04% | +0.98 pts | — | ₹50 Lakhs | Sep 2026 |
| Trivantage Capital Focussed Corporate Lenders Portfolio | Equity | Nikhil Johri | ₹2.37 Cr | +3.96% | -2.10 pts | — | ₹50 Lakhs | Sep 2026 |
| Customised Portfolio Approach 10 | Equity | — | ₹2.31 Cr | — | — | — | ₹50 Lakhs | — |
| Customised Portfolio Approach 15 | Equity | Nikhil Johri | ₹2.05 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Customised Portfolio Approach 4 | Equity | — | ₹1.04 Cr | — | — | — | ₹50 Lakhs | — |
| Trivantage Capital Resurgent Financials Equity Super Six Portfolio | Equity | Nikhil Johri | ₹0.98 Cr | +7.85% | +1.79 pts | — | ₹50 Lakhs | Sep 2026 |
| Trivantage Capital Basel 3 Compliant AT1 PSU Bank Perpetual Bond Portfolio | Debt | — | ₹0.76 Cr | +5.71% | — | — | ₹50 Lakhs | — |
| Customised Portfolio Approach 13 | Equity | Nikhil Johri | ₹0.4 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Customised Portfolio Approach 14 | Equity | Nikhil Johri | ₹0.4 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Customised Portfolio Approach 3 | Debt | — | ₹0.14 Cr | +5.35% | — | — | ₹50 Lakhs | — |
| Customised Portfolio Approach 11 | Equity | — | ₹0.11 Cr | — | — | — | ₹50 Lakhs | — |
| Trivantage Capital Small Cap Equity Portfolio | Equity | — | ₹0.04 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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