PMS · Equity · Multi Cap
Trivantage Capital Edge Portfolio
Fund size₹131 Cr
Alpha (3Y)7.78%
3Y return15.20%
Fund age6 yrs 3 mo
Fund Manager
Nikhil Johri
Nikhil Johri
Fund Manager, PMS, Trivantage
Mr Nikhil Johri, 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). At Trivantage Capital, Nikhil has been the portfolio manager of various strategies since Feb 2015. During this period, he has built a proprietary investment model for stock selection that blends his assessment of various qualitative and quantitative screeners.
Managing AUM₹275 Cr
Growth of₹Cr
Trivantage Capital Edge
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Trivantage Capital Edge9.75%15.41%4.52%15.20%11.96%18.82%
NIFTY 50 TRI−7.00%−0.35%−1.19%9.00%8.32%17.78%
Excess over benchmark16.75%15.76%5.71%6.20%3.64%1.04%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.20%
Benchmark approx 13.25%
A standard deviation reflecting historical swings.
Sensitivity
1.08
Beta vs benchmark 1.00 · 8% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.77
Sharpe
Excess return gained per unit of volatility.
Capture ratio
119 / 71
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.21% from its 26 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 19 Jun 2026 after 476 days.
Max drawdowns
−19.21%
Recovery period
476 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme26 Sep 202428 Feb 2025−19.21%155 days19 Jun 2026476 days
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak26 Sep 2024
Trough28 Feb 2025
Depth−19.21%
Fell over155 days
Recovered19 Jun 2026
Recovery took476 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
35
P/E ratio
44.94
P/B ratio
5.77
Dividend yield
0.32%
Avg market cap
₹3.13 L Cr
Median market cap
₹86,493 Cr
Asset class
Equity
Market cap
Large cap54.95%
Mid cap21.73%
Small cap22.11%
Cash & others1.21%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.50% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.