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Trivantage Capital - Edge
Trivantage Capital - Edge

Trivantage Capital - Edge

  • Trivantage Capital Managment India Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 71
    Out of 143*
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PMS Bazaar
Portfolio age6 years, 3 months
1.26%
2.36%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.34%)
Allocation by Market Cap
Small Cap (19.63%)
Mid Cap (20.18%)
Large Cap (58.85%)
Sector Holdings
  • Financial Services32.73%
  • Capital Goods19.64%
  • Automobile and Auto Components9.49%
  • Healthcare7.48%
  • Services5.96%
Stock Holdings
  • TVS Motor Company Ltd6.34%
  • Bharti Airtel Ltd5.22%
  • ICICI Bank Ltd5.02%
  • State Bank of India5.02%
  • GE Vernova T&D India Ltd4.82%

PORTFOLIO MANAGERS

Nikhil Johri
  • Manager Rank92 Out of 198
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.81%
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).

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
145 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
29 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
59 Out of 62
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
145 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 284
Fixed Fee
No Option
AUM (₹ Cr)
₹575.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 284
Fixed Fee
1.00%
AUM (₹ Cr)
₹204.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 284
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Trivantage Capital Managment India Pvt Ltd
Trivantage Capital Managment India Pvt Ltd manages assets worth Rs 262.69 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 2 Small And Mid Cap schemes.

AUM (₹ cr)

262.69 (As on Jun, 2026)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
145 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
29 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
59 Out of 62
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Trivantage Capital - Edge?
The hurdle rate of Trivantage Capital - Edge is 10.00%.
What is the fixed fee charged in Trivantage Capital - Edge ?
The fixed fee charged in Trivantage Capital - Edge is 2.50%.
What is the variable fee charged in Trivantage Capital - Edge ?
The variable fee charged in Trivantage Capital - Edge is 1.50%.
What is the profit sharing in Trivantage Capital - Edge ?
The profit sharing in Trivantage Capital - Edge is 20% Profit Sharing above 10% Hurdle.
What is the minimum investment in Trivantage Capital - Edge ?
The minimum investment in Trivantage Capital - Edge is ₹50 Lacs
What type of scheme is Trivantage Capital - Edge?
Trivantage Capital - Edge is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Trivantage Capital - Edge?
The inception date of Trivantage Capital - Edge is May 11, 2020.
What is the exit load of Trivantage Capital - Edge?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.