TRUST Mutual Fund

Trust Mutual Fund was introduced in October 2019 and has the sponsorship of Trust Investment Advisors Private Limited. The firm adopts a Limited Active Methodology in portfolio management and services. Trust MF is set to offer a broad universe of mutual funds in various categories to suit the varied requirements of investors.

Trust Capital Mutual Fund was established in December 2017. It has a specific emphasis on:

• Maintaining scheme integrity and adherence to SEBI regulations.

• Using sound investment methods supported by extensive analysis and tested techniques.

• Providing low-volatility and cost-effective returns to investors.

• Both direct and periodic investment plans are provided for convenience.

Most Important Investment Principles

• Assets are chosen with care based on quality, liquidity, and stability.

• Portfolios are built within given parameters to control risks.

• Active management techniques are employed for portfolio optimization.

• Periodic review ensures the portfolio remains in sync with changes in the market.

List of Trust Mutual Funds in India

Trust Asset Management: Company Profile

How to Invest in Trust Mutual Funds

It is easy to invest in Trust Mutual Funds and can be done through offline or online modes.

1. Offline Mode

Proceed to the nearest branch office and fill out an offline application form with the following documents:

• Address proof and identity proof

• A canceled cheque

• Passport-size photograph

2. Online Mode

Most fund houses offer an online portal to invest. You simply need to:

• Complete the KYC process using valid documents

• Ensure the submitted details are verified and approved

Top Fund Manager

Mr. Anand Nevatia

With 19 years of experience in the capital market, Anand Nevatia leads as the head fund manager at Trust Mutual Fund. He has successfully managed Debt Capital Markets for over a decade and headed Debt PMS for more than six years.

Key Funds Managed by Anand Nevatia:

• TRUSTMF Banking & PSU Debt Fund – Direct Growth

• TrustMF Banking & PSU Debt Direct Daily Reinvestment Plan

• And other prominent debt-oriented funds

Popular Trust Mutual Fund Schemes

Here's a closer look at four top schemes under Trust Mutual Funds:

1. TRUSTMF Banking & PSU Fund Direct Growth

• Category: Debt Fund

• Minimum Investment: ?1,000

• AUM: ?1,340 Cr+

• 1-Year Returns: 8.2%

2. TRUSTMF Overnight Fund Direct Growth

• Category: Debt Fund

• Minimum Investment: ?1,000

• AUM: ?267 Cr+

• 1-Year Returns: 6.2%

3. TRUSTMF Short Duration Fund Direct Growth

• Category: Debt Fund

• Minimum Investment: ?1,000

• AUM: ?1,130 Cr+

• 1-Year Returns: 8.5%

4. TRUSTMF Liquid Fund Direct Growth

• Category: Debt Fund

• Minimum Investment: 1,000

• AUM: 851 Cr+

• 1-Year Returns: 6.9%

FAQs on Trust Mutual Funds

Q1. What is the primary focus of Trust Mutual Funds?

Trust MF aims at offering cost-effective, low-volatility returns through research-based investment techniques.

Q2. How can I invest in Trust Mutual Funds?

You can invest online (through fund house websites or apps) as well as offline (by going to the branch with necessary documents).

Q3. Who oversees the Trust Mutual Funds?

The funds are looked after by skilled professionals, whose head fund manager is Mr. Anand Nevatia.

Q4. What is the minimum to be invested in Trust Mutual Funds?

The minimum investment for most schemes begins at ?1,000.

Q5. Are Trust Mutual Funds suitable for new investors?

Yes, Trust MF is SEBI guideline compliant, debt fund oriented, and targets stable and low-volatility returns and hence is ideal for conservative investors.