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Trivantage Capital Managment India Pvt Ltd
Trivantage Capital Managment India Pvt Ltd

Trivantage Capital Managment India Pvt Ltd

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AUM ₹ 467.51 Cr (As on Mar, 2025)
No. of schemes 2
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About Trivantage Capital Managment India Pvt Ltd

Trivantage Capital Managment India Pvt Ltd manages assets worth Rs 467.51 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 1 Multi Cap schemes.

Portfolio MANAGERS

Nikhil Johri
Nikhil Johri
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year -0.27 %
Profile

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).

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
SMALL AND MID CAP
Category Rank
10 Out of 43
Fixed Fee
2.50%
Trivantage Capital - Edge
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
69 Out of 171
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Trivantage Capital - Small and Midcap Financials
10Out of 2
-8.46%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10.00%
2.50%
Trivantage Capital - Edge
69Out of 2
-8.47%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
10.00%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Trivantage Capital Managment India Pvt Ltd ?
The total AUM managed by Trivantage Capital Managment India Pvt Ltd is ₹467.51 crores
What is the total number of schemes managed by Trivantage Capital Managment India Pvt Ltd ?
The total number of schemes managed by Trivantage Capital Managment India Pvt Ltd is 2
What is the best performing PMS scheme of Trivantage Capital Managment India Pvt Ltd in 1 year ?
The best performing PMS scheme of Trivantage Capital Managment India Pvt Ltd in 1 year is Trivantage Capital - Edge.
What is the best performing PMS scheme of Trivantage Capital Managment India Pvt Ltd in 3 years?
The best performing PMS scheme of Trivantage Capital Managment India Pvt Ltd in 3 years is Trivantage Capital - Edge
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