Trivantage Capital Emerging Leaders Portfolio PMS: Returns, Portfolio & Fees

PMS · Equity · Mid & Small Cap

Trivantage Capital Emerging Leaders Portfolio

Fund size₹30 Cr

IRRSince inception15.16%

1Y return20.37%

Fund age16 mo

Fund Manager

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 Emerging Leaders

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Trivantage Capital Emerging Leaders	18.10%	20.37%	—	—	—	15.16%
NIFTY 50 TRI	−7.00%	−0.35%	—	—	—	2.12%
Excess over benchmark	25.10%	20.72%	—	—	—	13.04%

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

22.94%

Benchmark approx 14.60%

A standard deviation reflecting historical swings.

Sensitivity

1.10

Beta vs benchmark 1.00 · 10% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.69

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −13.50%, and recovered on 17 Apr 2026.

Max drawdowns

−13.50%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−13.50%	–	17 Apr 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−15.08%	210 days	–	–

Scheme

Peak–

Trough–

Depth−13.50%

Fell over–

Recovered17 Apr 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−15.08%

Fell over210 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 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

70.44

P/B ratio

7.62

Dividend yield

0.24%

Avg market cap

₹46,088 Cr

Median market cap

₹30,606 Cr

Asset class

Equity

Market cap

Large cap2.20%

Mid cap35.08%

Small cap58.71%

Cash & others4.01%

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.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Simple

Fixed Management Fee1.50% / yr

Performance FeeNone

Hurdle RateAbove 10%

PerformancePlan C · Performance Linked

Fixed Management FeeNone

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.

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