IA Insight Report
IA Insight REPORT

Trivantage Capital Small & Mid Cap Financials Portfolio

Investment Approach Details

₹32.57

(AUM CR)
   

Trivantage Capital Management India Private Limited

Nifty 50 TRI

Equity

Equity,Mutual Fund,Others

01/03/2023

2.8 Years

5000000

NA

   

An open-ended, long-only portfolio investment approach that aims at long-term wealth creation by investing predominantly in equity of small* and mid-cap* companies in the financial services sector.
Investments can be across a broad definition of BFSI (Banking & Financial Services) including stock & commodity exchanges, rating agencies, lenders in all formats, brokerages & other capital market intermediaries, insurers, companies in the Fintech ecosystem that operate in different subsegments, including Payments, Lending, Wealth Technology (WealthTech), Personal Finance Management, Insurance Technology (InsureTech), Regulation Technology (RegTech) or any other sub-category of companies that may be listed in the future within the BFSI sector.
The Portfolio Manager follows a structured approach based on extensive research and follows a rigorous investment process to identify businesses in the financial services sector that are attractively priced and have the potential to deliver long-term performance. Since the portfolio is thematic in nature and actively managed, the portfolio may witness periods of high volatility and also higher portfolio turnover.

Fund Manager Details

Nikhil Johri

 No Image

NA

nikhil.johri@trivantagecapital.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.10

1.32