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:
- 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.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
TRUSTMF Banking & PSU Fund | Debt | Moderate | 1,341.77 | 0.21 | 7.3% | 7.5% | 6.2% | 5 | ₹130 | - |
TRUSTMF Overnight Fund | Debt | Low | 1,265.76 | 0.07 | 5.5% | 6.3% | NA | 3 | ₹86 | - |
TRUSTMF Short Duration Fund | Debt | Low to Moderate | 1,321.20 | 0.23 | 7.7% | 7.6% | NA | 2 | ₹101 | - |
TRUSTMF Liquid Fund | Debt | Low to Moderate | 1,323.84 | 0.1 | 6.4% | 7.0% | NA | 2 | ₹752 | 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. See more |
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| Mutual fund name | TRUST Mutual Fund |
| Asset management company name | TRUST Mutual Fund |
| AMC Setup Date | 07 Oct 2019 |
| AMC Incorporation Date | 07 Oct 2019 |
| Sponsor name | Trust Investment Advisors Private Limited |
| Trustee organisation | Trust AMC Trustee Private Limited |
| CIO | Mihir Vora(Chief Investment Officer) |
| MD | Mr. Sandeep Bagla |
| CEO | Sandeep Bagla(Chief Executive Officer) |
| Compliance Officer | Ms. Puja Trivedi |
| Investor Service Officer | Mr. Nilesh Bhurke |
| Total AUM (as of end of last quarter) | ₹4,147.86Cr |
| Address | 3rd 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 |
— Registered with SEBI, AMFI & BSE
— Paperless sign up on web & app
— Expert recommendations
— ZERO fees !
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.
- Address proof and identity proof.
- A canceled check.
- A passport size photograph.
- The KYC procedure can be completed with KYC documents.
- The information provided will be validated and verified.
Now let us jump and check about these top 4 mutual fund schemes.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 7.52% & 6.17%. 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 | ₹130Cr |
| 1Y Returns | 7.3% |
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 | ₹86Cr |
| 1Y Returns | 5.5% |
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 | ₹101Cr |
| 1Y Returns | 7.7% |
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 | ₹752Cr |
| 1Y Returns | 6.4% |
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