Trivantage Capital Management India Private Limited • Equity
Trivantage Capital Diversified Equity Portfolio is an equity portfolio management service (PMS) strategy run by Trivantage Capital Management India Private Limited, launched on 17 Jul 2018. As of 30 Sep 2026, it manages ₹5.81 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +6.91% over 1 year, +12.49% over 3 years and +7.27% over 5 years (+8.47% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.43 percentage points ahead of its benchmark. Its 3-year return ranks 46th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Nikhil Johri.
Ranked nearby on 3-year return: Core and Satellite Equity Portfolio (+12.53%), SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) (+12.51%), Kotak India Focus Portfolio Investment Approach (+12.41%), Infinity Core Equity Approach (+12.37%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.23% |
| 3 Months | -0.13% |
| 1 Year | +6.91% |
| 3 Years | +12.49% |
| 5 Years | +7.27% |
| Since Inception | +8.47% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callTrivantage Capital Diversified Equity Portfolio has a 1-year return of +6.91%, a 3-year return of +12.49%, a 5-year return of +7.27% and +8.47% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Trivantage Capital Diversified Equity Portfolio returned +7.27% against +6.38% for the Nifty 50 TRI, 0.89 percentage points ahead. Over 3 years it returned +12.49% against +6.06%; Over 1 year it returned +6.91% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Trivantage Capital Diversified Equity Portfolio's 3-year return of +12.49% ranks 46th as of 30 Sep 2026.
Trivantage Capital Diversified Equity Portfolio is managed by Nikhil Johri at Trivantage Capital Management India. The strategy manages ₹5.81 Cr of client assets as of 30 Sep 2026.
Trivantage Capital Diversified Equity Portfolio manages ₹5.81 Cr of client assets as of 30 Sep 2026.
The minimum investment for Trivantage Capital Diversified Equity Portfolio is ₹50 Lakhs.
Trivantage Capital Diversified Equity Portfolio was launched on 17 Jul 2018. It has an 8-year track record.
Description
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