Our Strategies

Trivantage Capital Resurgent Financials Equity Strategy (Flagship Strategy) Trivantage Capital Diversified Equity Strategy Trivantage Capital Edge Strategy Trivantage Capital Select Diversified Equity Strategy
Strategy All Weather All Weather All Weather All Weather
Current Portfolio Stance* A portfolio that comprises the best of financial sector businesses across banking & financial services including life, health & general insurance, brokerages, exchange platforms and asset management. A pure-play financial sector portfolio. Invests in companies across sectors with an overweight stance on financial sector businesses. The portfolio comprises diversified businesses across sectors that have delivered sustainable growth over long periods with strong moats in their businesses. A concentrated portfolio of highly sustainable businesses across sectors with top-quartile long-term performance and have successfully navigated through several business cycles and market conditions.
Market Capitalisation Bias Large Cap Multi-Cap Multi-Cap Multi-Cap
No. of stocks in the portfolio 12 - 15 18 - 25 25 - 30 8 - 12
Benchmark Index Nifty Bank TRI Nifty 500 TRI Nifty 500 TRI Nifty 500 TRI
Date of Inception 17 February 2016 17 July 2018 11 May 2020 18 May 2020

* 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.