Trust Mutual Funds

AUM 1635 Cr
(As on Dec 2023)
No. of schemes 7
 
Name
Trust Mutual Fund
AUM
₹ 1635 Crores
Founded
Incorporation Date
Sponsor
Trust Investment Advisors Private Limited (TIAPL)
CIO
MD & CEO
Contact Number
022-62746000
Email Id
info@trustmf.com
Website
www.trustmf.com
Trustee
Trustee Company Private Limited
Office Address
801, Naman Centre, Bandra Kurla Complex, Bandra (East), Mumbai 400 051

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.

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Key Information

Mutual Fund Name TRUST Mutual Fund
Inception Date Oct 07, 2019
Trustee Organisation Trust AMC Trustee Private Limited
MD and CEO Sandeep Bagla
Chief Investment Officer Mihir Vora
AUM Updated On Dec 31, 2023

Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

    • PAN Card (Mandatory)
    • Voter ID Card
    • Driving License
    • Passport
    • Aadhaar Card
    • Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

    • Voter ID Card
    • Driving License
    • Passport
    • Ration Card
    • Aadhaar Card
    • Bank account statement or bank passbook
  • Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by TRUST Mutual Fund, please contact at the following address:
Registered Address 801, G Block, Naman Center, , Bandra Kurla Complex, Bandra (East), Mumbai – 400051. Branch Timing (9 am – 6 pm)
Call us at +91 22 6274 6000
Email N.A.

Top Fund Managers

Mr. Anand Nevatia Anand Nevatia has a combined experience of 19 years in the capital market. He has managed Debt Capital Markets in TRUST Mutual Fund for ten years and was the head of Debt PMS in TRUST for over six years. At present, he is the head fund manager at TRUST mutual fund. The key funds that Anand Nevatia manages are – TRUSTMF Banking & PSU Debt Fund – Direct-Growth, TrustMF Banking & PSU Debt Direct Daily Reinvestment of Income Distribution cum Cap withdrawal, and more.

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