Trivantage Capital Management India Private Limited • Equity
Trivantage Capital Small & Mid Cap Financials Portfolio is an equity portfolio management service (PMS) strategy run by Trivantage Capital Management India Private Limited, launched on 1 Mar 2023. As of 30 Sep 2026, it manages ₹26.75 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +13.18% over 1 year and +11.07% over 3 years (+16.35% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.01 percentage points ahead of its benchmark. Its 3-year return ranks 71st 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: ADAPT PORTFOLIO - Very Agressive (+11.26%), Bay Capital India First Portfolio (+11.18%), Narnolia Multi-Asset Fund (+11.00%), Diversified (+10.99%).
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 | -7.10% |
| 3 Months | -3.70% |
| 1 Year | +13.18% |
| 3 Years | +11.07% |
| Since Inception | +16.35% |
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 Small & Mid Cap Financials Portfolio has a 1-year return of +13.18%, a 3-year return of +11.07% and +16.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Trivantage Capital Small & Mid Cap Financials Portfolio returned +11.07% against +6.06% for the Nifty 50 TRI, 5.01 percentage points ahead. Over 1 year it returned +13.18% 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 Small & Mid Cap Financials Portfolio's 3-year return of +11.07% ranks 71st as of 30 Sep 2026.
Trivantage Capital Small & Mid Cap Financials Portfolio is managed by Nikhil Johri at Trivantage Capital Management India. The strategy manages ₹26.75 Cr of client assets as of 30 Sep 2026.
Trivantage Capital Small & Mid Cap Financials Portfolio manages ₹26.75 Cr of client assets as of 30 Sep 2026.
The minimum investment for Trivantage Capital Small & Mid Cap Financials Portfolio is ₹50 Lakhs.
Trivantage Capital Small & Mid Cap Financials Portfolio was launched on 1 Mar 2023. It has a 3-year track record.
Description
All Trivantage Capital Management India PMS strategies →Browse all PMS strategies in India →