IA Insight Report
IA Insight REPORT

Trivantage Capital Resurgent Financials Equity Super Six Portfolio

Investment Approach Details

₹0.81

(AUM CR)
   

Trivantage Capital Management India Private Limited

Nifty 50 TRI

Equity

Equity,Mutual Fund,Others

01/02/2017

7.3 Years

5000000

NA

   

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

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nikhil.johri@trivantagecapital.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

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