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Trivantage Capital Edge Portfolio

Trivantage Capital Management India Private Limited

126.71 CR AUM

Trivantage Capital Edge Portfolio

Trivantage Capital Edge Portfolio

Trivantage Capital Management India Private Limited

126.71 CR AUM

Nifty 50 TRI
Benchmark
6yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
6yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

nikhil johri

Fund Manager
EQUITYStrategies

Nikhil is a seasoned professional with almost three decades of experience across leading banks and asset managers in India. He has headed the India businesses for global asset managers such as Alliance Capital, ABN AMRO and BNP Paribas. During some 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's vast experience across various domains within the Indian financial sector gives him valuable insights into interlinkages between credit and equity markets. He founded Trivantage Capital to take advantage of the exciting investment opportunities emerging from a rapidly evolving financial sector that offered a range of investment choices across small finance banks, micro-finance non-bank lenders, asset & wealth managers, insurers, brokerages etc. Digitisation and use of analytics based on rapid improvements in data availability with credit bureaus were making inroads into the sector and were set to expand the investible universe. Nikhil believed that the time had come for the listed Indian financial services space to be managed by specialist investment managers. At Trivantage Capital, Nikhil has been the portfolio manager of various equity strategies since Feb 2016. During this period, he has built a proprietary investment model for stock selection that blends his assessment of various qualitative and quantitative screeners. 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).

Nikhil is a seasoned professional with almost three decades of experience across leading banks and asset managers in India. He has headed the India businesses for global asset managers such as Alliance Capital, ABN AMRO and BNP Paribas. During some 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's vast experience across various domains within the Indian financial sector gives him valuable insights into interlinkages between credit and equity markets. He founded Trivantage Capital to take advantage of the exciting investment opportunities emerging from a rapidly evolving financial sector that offered a range of investment choices across small finance banks, micro-finance non-bank lenders, asset & wealth managers, insurers, brokerages etc. Digitisation and use of analytics based on rapid improvements in data availability with credit bureaus were making inroads into the sector and were set to expand the investible universe. Nikhil believed that the time had come for the listed Indian financial services space to be managed by specialist investment managers. At Trivantage Capital, Nikhil has been the portfolio manager of various equity strategies since Feb 2016. During this period, he has built a proprietary investment model for stock selection that blends his assessment of various qualitative and quantitative screeners. 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).

Purpose

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. The Portfolio Manager follows a structured approach based on extensive research and follows a rigorous investment process to identify businesses that are attractively priced and have the potential to deliver long-term performance. Since the portfolio is actively managed, the portfolio may witness higher portfolio turnover.

Investment Approach v/s Benchmark Metrics

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1M IA return
11.87%
1M benchmark return
7.49%
Alpha
4.38%
1M Wealth multiple
1.12x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
11.87%
1M benchmark return
7.49%
Alpha
4.38%
1M Wealth multiple
1.12x

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