Investment Approaches Offered By Us
| Trivantage Capital Edge Portfolio (A Multi-Cap Diversified Equity Portfolio) |
Trivantage Capital Emerging Leaders Portfolio (A Diversified Micro, Small & Mid-Cap Equity Portfolio) |
Trivantage Capital Small & Mid Cap Financials Portfolio (A Small & Mid-Cap Financial Services Portfolio) |
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| Portfolio Stance | A disciplined, multi-cap investment strategy that blends top-down identification of structural sector themes with bottom-up stock selection. The portfolio is constructed with a 3–5 year investment horizon, focusing on high-quality businesses with proven execution, durable competitive advantages, and the ability to compound earnings across market cycles. Strategic diversification and rigorous risk management are central to the approach, aimed at delivering consistent alpha with controlled volatility. |
A high-conviction portfolio of micro, small and mid-cap businesses that are leaders in niche segments, backed by high-quality management teams, and positioned to benefit from long-term structural growth trends in the Indian economy. The strategy focuses on early-stage, scalable business models with long growth runways, market-share expansion opportunities, and the potential to compound earnings and deliver outsized returns as these businesses scale over time. |
The portfolio invests in smaller financial services businesses that benefit from structural credit demand from low and lower-middle-income households, supported by digital leapfrogging across distribution, underwriting, and collections. Many of these lenders are well capitalised, with backing from leading private equity and sovereign wealth investors, access to growth capital, and strengthening corporate governance frameworks, enabling them to build scalable and sustainable business models. Stock selection is driven by a rigorous, bottom-up due-diligence process, involving engagement with founders and senior management, independent directors and audit committee members, institutional investors, credit rating agencies, and other key ecosystem participants, allowing for a deep assessment of governance, risk culture, and long-term durability. |
| Market Capitalisation Bias | Multi-Cap | Micro, Small & Mid Cap | Small & Mid Cap |
| Benchmark Index | Nifty 50 TRI | Nifty 50 TRI | Nifty 50 TRI |
| Date of Inception | 11 May 2020 | 21 April 2025 | 01 March 2023 |
~Source for market cap categorization: AMFI categorisation based on the average market capitalization published on a semi-annual basis.
* The Portfolio Manager reserves the right to modify the current portfolio stance if, in his opinion, the market conditions/outlook require such modifications to enable the portfolio to achieve its stated investment objective/s.
Clients have the option of investing directly (without the intermediation of persons engaged in distribution services) in the strategies offered by Trivantage Capital. To know more, please write to info@trivantagecapital.com.