Edge Portfolio

Trivantage Capital Management India Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
11 May 2020
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

The portfolio will follow a bottom-up stock selection process and invest in companies across market capitalisation.

Investment Objective

An open-ended, long-only 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.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.01% -0.28% -1.73%
3 MONTHS 3.58% 6.33% -2.75%
6 MONTHS -1.71% 2.92% -4.63%
1 YEAR -1.37% 11.88% -13.25%
2 YEAR 9.99% 10.97% -0.98%
3 YEAR 17.39% 14.32% 3.07%
5 YEAR 14.88% 14.68% 0.20%
SINCE INCEPTION 19.25% 21.63% -2.38%

Calendar Year Performance

Year Return
CY 2025 -1.37%
CY 2024 22.68%
CY 2023 33.73%

Financial Year Performance

Year Return
FY 26_YTD 9.51%
FY 25 7.96%
FY 24 45.73%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Nikhil Johri

Founder & CIO

He has headed the India businesses for global asset managers such as Alliance Capital (now AllianceBernstein), ABN AMRO and BNP Paribas. During many of these stints, Nikhil served on the Indian Boards of these firms whilst also actively contributing as a member of their Asian Management teams. He has also served on the Board of Directors of the Association of Mutual Funds in India (AMFI). Nikhil started his career with ICICI Limited (now ICICI Bank) and went on to manage treasury portfolios in ANZ Bank with a stint in the bank’s global treasury unit at Sydney, Australia, which is one of the most developed financial markets in the world. He later managed investment portfolios as Treasurer of a prominent Indian Corporate. Nikhil’s vast experience across various domains makes him among the very few professionals in India with insights into interlinkages within the Indian Financial Sector. He founded Trivantage Capital to focus on this very attractive emerging opportunity in India at the time when the Indian Financial Sector landscape is set to change like never before. He has built a proprietary investment model for stock selection that blends his assessment of factors such as robustness of business strategy and credibility of management teams while benefiting from his close association with leaders of some of the best known banks & financial services firms in the country. Nikhil is an alumnus of the prestigious Indian Institute of Management (IIM), Ahmedabad and is a member of The Institute of Chartered Accountants of India (ICAI).

Portfolio Details

Portfolio Composition

Large Cap
58.02%
Mid Cap
22.92%
Small Cap
17.66%
Cash & Equivalent
1.40%

Top 5 Holdings

  • HDFC Bank Ltd 6.97%
  • TVS Motor Company Ltd 5.99%
  • Bharti Airtel Ltd 5.96%
  • State Bank of India 5.07%
  • Bharat Electronics Ltd 4.50%

Top 5 Sectors

  • Financial Services 38.25%
  • Capital Goods 13.00%
  • Automobile and Auto Components 9.75%
  • Information Technology 7.00%
  • Construction 6.58%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
28.49%
top 5 sectors percent
74.58%
average market cap
370076.16
portfolio age
5 Yrs, 7 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)