APMI

Trivantage Capital Resurgent Financials Equity Super Six Portfolio

Investment Approach Details

₹0.97

(AUM CR)

PMS Provider Name

Trivantage Capital Management India Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Mutual Fund,Others

Date Of Inception

01/02/2017

Age

8.9 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Variable Fees Structure

Exit Load

NA

Purpose

An open-ended, long-only portfolio investment approach that aims at long-term wealth creation by pre-dominantly investing in a concentrated portfolio of equity and equity-related securities of private and public sector banks, non-banking financial services companies and other 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, insurers etc.
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 concentrated & thematic in nature and actively managed, the portfolio may witness periods of high volatility and also higher portfolio turnover.

Fund Manager Details


Nikhil Johri
Work Exp. NA
Email ID nikhil.johri@trivantagecapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.00

1 Year Turnover