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ETMarkets PMS Talk: April’s 9.9% spike - Nikhil Johri on what drove Trivantage Capital’s outperformance
Trivantage Capital's portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI's accommodative stance and stable asset quality helped. The fund focuses on governance and due diligence. It targets opportunities in asset management and affordable housing. Johri sees a rebound in small and mid-cap financials. He believes India's financial sector offers long-term value.
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