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Trust Mutual Funds

AUM
₹3,980.94Cr
No of Schemes
4
AMC Age
6 years

Trust Mutual Fund was set up in October of 2019. Trust MF is sponsored by Trust Investment Advisors Private Limited. The company adopts a Limited Active Methodology in portfolio creation and services. Trust Mutual Fund India aims to give a complete set of mutual funds across varied categories.

Trust Capital Mutual Fund was incorporated in December 2017, and the company operates on the underlying principles:

  • Maintaining the scheme's integrity and operating it in accordance with SEBI's guidelines. Adopting a trustworthy investing strategy based on rigorous market research and analysis, as well as established and back tested procedures. Investors should expect low-cost, low-volatility returns.
  • These funds are available through both direct and regular plans. The following are the important parameters utilized in the investment process to ensure that investors receive high returns and a high-quality portfolio:

- Assets are chosen based on their quality, liquidity, and stability.

- Creating the portfolio while staying within the parameters.

- Portfolio optimization using active management strategies that are constrained.

- Periodic evaluation of the portfolio and the factors that influence it.

List of Trust Mutual Funds in India

Fund NameCategoryRiskNAVExpense Ratio1Y Returns3Y Returns5Y ReturnsRatingFund Size (in Cr)Exit Load
TRUSTMF Banking & PSU Fund
DebtModerate1,334.080.217.8%7.6%NA4₹131
-
TRUSTMF Overnight Fund
DebtLow1,256.100.075.8%6.4%NA3₹70
-
TRUSTMF Short Duration Fund
DebtModerate1,311.400.238.0%7.6%NA2₹111
-
TRUSTMF Liquid Fund
DebtLow to Moderate1,311.560.16.6%7.0%NA2₹689
Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.
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Fund Name
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Key information about TRUST Mutual Fund

Mutual fund nameTRUST Mutual Fund
Asset management company nameTRUST Mutual Fund
AMC Setup Date07 Oct 2019
AMC Incorporation Date07 Oct 2019
Sponsor nameTrust Investment Advisors Private Limited
Trustee organisationTrust AMC Trustee Private Limited
CIOMihir Vora(Chief Investment Officer)
MDMr. Sandeep Bagla
CEOSandeep Bagla(Chief Executive Officer)
Compliance OfficerMs. Puja Trivedi
Investor Service OfficerMr. Nilesh Bhurke
Total AUM (as of end of last quarter)₹3,980.94Cr
Address3rd Floor, 301-304, Chandravillas Co-op Premises Society Ltd., AML Centre 2, 8 Mahal Industrial Estate, Off. Mahakali Caves Road,Andheri-East, Mumbai Mumbai 400093

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How to Invest in Trust Mutual Funds

Diversification, convenience, and cheaper expenses are three of the main reasons why people select mutual funds over individual equities. There are several ways to invest in a Trust investment fund.

  1. Offline Method - You could invest in Trust Mutual Funds by visiting the nearest branch of the office and filing an offline mutual fund form. The prerequisites needed before visiting the branch:

- Address proof and identity proof.

- A canceled check.

- A passport size photograph.

  1. Online Method - Most of the fund houses would offer an online facility to invest in mutual funds. You would only have to follow the instructions mentioned below:

- The KYC procedure can be completed with KYC documents.

- The information provided will be validated and verified.

Top Fund Managers

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Now let us jump and check about these top 4 mutual fund schemes.

TRUSTMF Banking & PSU Fund Direct Growth

Fund Performance: The TRUSTMF Banking & PSU Fund comes under the Debt category of Trust Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for TRUSTMF Banking & PSU Fund is ₹1,000 and for SIP, it is ₹1,000.

Min Investment Amt₹1,000
AUM₹131Cr
1Y Returns7.8%

TRUSTMF Overnight Fund Direct Growth

Fund Performance: The TRUSTMF Overnight Fund comes under the Debt category of Trust Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for TRUSTMF Overnight Fund is ₹1,000 and for SIP, it is ₹1,000.

Min Investment Amt₹1,000
AUM₹70Cr
1Y Returns5.8%

TRUSTMF Short Duration Fund Direct Growth

Fund Performance: The TRUSTMF Short Duration Fund comes under the Debt category of Trust Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for TRUSTMF Short Duration Fund is ₹1,000 and for SIP, it is ₹1,000.

Min Investment Amt₹1,000
AUM₹111Cr
1Y Returns8.0%

TRUSTMF Liquid Fund Direct Growth

Fund Performance: The TRUSTMF Liquid Fund comes under the Debt category of Trust Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for TRUSTMF Liquid Fund is ₹1,000 and for SIP, it is ₹1,000.

Min Investment Amt₹1,000
AUM₹689Cr
1Y Returns6.6%

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