Trust Mutual Fund
AUM
₹ - Cr
Funds Managed
-
AMC Age
-
Trust Funds
NAV
AUM
Rating
3Y Returns
5Y Returns
Exp. Ratio
| Scheme Name | NAV | AUM (Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | Exp. Ratio |
|---|---|---|---|---|---|---|---|
Returns Calulator Based on Annualised Returns
Investment Type
SIP Amount
Check the Returns of Your Investment in
Check the Returns of Your Investment in
Total Investment
₹ NaN
Returns
₹ 0
(NaN%)
Maturity Value after -
₹ 0
Add to CartDisclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Trust Mutual Funds Overview
Established in 2001, Trust Mutual Fund, a pioneer in the AMC industry, has been a reliable presence for the past two decades. It has strategically partnered with CRISIL. Together, they meticulously assess the investment universe and implement a comprehensive filtration process to create a model portfolio. This model, known as the LimitedACTIV Methodology, forms the bedrock of Trust Mutual Fund's investment strategy, ensuring a steadfast approach.
The Trust MF, co-founded by Nipa Sheth and Utpal Sheth, is led by a team of seasoned professionals. It has offices in Mumbai (Corporate Office), Delhi, Kolkata, Bharuch, Surat, Vadodara, Chennai, Bengaluru, Hyderabad, Pune, and Vijayawada. The AMC's Asset Under Management (AUM) is ₹ 902.90 crore (as of 31 March 2024). The management team, including Mr. Sandeep Bagla, Mr. Mihir Vora, Mr. Ajaykumar Gupta, Mr. Jalpan Shah, Ms. Puja Trivedi, Mr. Neeraj Jain, and Mr. Akash Manghani, brings a wealth of experience and expertise, instilling confidence in their clients and potential investors.
The Trust mutual fund company follows a terminal value investing philosophy, based on which it projects beyond the forecasted period to estimate the remaining value of the security. This is because the fund managers feel that high-growth investing happens after a short time period. The long-term growth potential, often greater than ten years, is frequently missed by investors, who create differential insights into where real wealth-building opportunities lie. With this approach, they aim to find the Gorilla or the key players in the industries.
The Trust MF offers equity and debt funds and instruments from which investors can choose. The top Trust mutual funds include:
- Equity Funds:TRUST MF Flexi Cap Fund - Direct Plan - Growth
- Direct Funds: Trust MF Liquid Fund Direct - Growth, Trust MF Banking and PSU Debt Fund Direct - Growth, Trust MF Money Market Fund Direct - Growth, and Trust MF Corporate Bond Fund Direct - Growth
There are several advantages offered by the Trust Mutual fund that distinguish it in the financial market and make it the choice of several investors. These include:
- Terminal Value Investing: The Trust mutual fund follows a unique investing approach called terminal value investing. According to this, high growth returns occur when looking at a long-term period beyond the forecasted period, which usually refers to a period over ten years. This unique approach differentiates the fund from other AMCs that focus on the shorter time frame of one year to ten years.
- Diverse Fund Types: While some investors are inclined towards equity investments, others are inclined towards debt investments. The Trust mutual fund provides investors with both fund types to help them choose based on their return expectations and risk tolerance. Within these categories, there are seven different fund types that investors can choose from.
- Balanced and Diverse Portfolio The mutual fund in Trust mutual funds are all built on a LimitedACTIV Methodology. They have a diversified portfolio to invest across different asset classes to make investments safe. This way, investors can also benefit from the growth potential of some securities while minimizing risks by investing in stable and reliable securities.
- Professional Fund Management: The Trust mutual fund has partnered with CRISIL, a renowned knowledge partner that provides them with a model for their investments. They ensure that the models are made through securities assessment using their professional experience and skills in asset management. As a result, investors can benefit from the professional management of mutual-funds, which provides them with competitive returns.
- Ease and Convenience: Investing in the Trust mutual fund AMC adds ease and convenience for investors. They can access wider investment options and securities at a lower amount. This is because the investments of different investors are pooled together and then invested. Additionally, the investors do not have to spend time managing their investments by trusting professional management.
The various advantages of the Trust mutual fund and its unique investing strategies, such as terminal value investing, make it unique. These strategies and professional fund management ensure that their investors get competitive returns. This is why the Trust Mutual Fund has gained investors' trust over the years.
Additionally, they follow the guidelines and investing practices laid down by SEBI to further protect investors' interests. The AMCs' investments are diversified across asset classes and balanced well to ensure that investors get competitive returns by investing in the best Trust mutual fund.
For example, the Trust MF Corporate Bond Fund Direct - Growth provides a one-year return of 6.66 % to its investors.
While the fund management strategies and analysis are on point, investors must remember that they must also assess the fund’s past performance on their own. This is crucial to knowing what to expect from the fund and analyzing whether its past performance aligns with its return expectations and risk tolerance.
Additionally, investors must remember that AMC returns are impacted by market fluctuations and interest rate changes. Investors must keep these factors in mind to ensure that they make informed decisions about their investments.
Finally, let us understand the process of investing in the Trust mutual fund. Online investing platforms and applications have made investing relatively simpler. One such application is Dhan, one of the best trading and investing platforms in India.
The best part about this platform is that it not only provides a seamless investment procedure but also thoroughly explains the different investments. This includes the minimum investment amount for each fund type and its ratings, returns, and AUM.
Follow these seven steps to invest in the Trust mutual fund through Dhan for smooth investing:
- Step 1: Download the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your phone number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Provide your email ID and set up an MPIN for added security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5:Once your demat account is activated, navigate to mutual-fund section and select Trust mutual fund. Select the type of fund from its equity and debt fund categories to proceed.
- Step 6: Once you have selected the fund type, continue with the payment process. You will have two options: Trust mutual fund lump sum plans and Trust mutual fund SIP plans. Choose the Trust mutual fund SIP option if you are not financially stable enough to invest in one go.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number., Enter that, and you are done.
Dhan also provides a Sip Calculator to calculate your Trust mutual fund returns through SIP investments. To make the process even easier, you can set up payment dates for automatic deductions monthly or quarterly.
Invest through Dhan for a smooth and time-saving investing experience.
Established in 2001, Trust Mutual Fund, a pioneer in the AMC industry, has been a reliable presence for the past two decades. It has strategically partnered with CRISIL. Together, they meticulously assess the investment universe and implement a comprehensive filtration process to create a model portfolio. This model, known as the LimitedACTIV Methodology, forms the bedrock of Trust Mutual Fund's investment strategy, ensuring a steadfast approach.
The Trust MF, co-founded by Nipa Sheth and Utpal Sheth, is led by a team of seasoned professionals. It has offices in Mumbai (Corporate Office), Delhi, Kolkata, Bharuch, Surat, Vadodara, Chennai, Bengaluru, Hyderabad, Pune, and Vijayawada. The AMC's Asset Under Management (AUM) is ₹ 902.90 crore (as of 31 March 2024). The management team, including Mr. Sandeep Bagla, Mr. Mihir Vora, Mr. Ajaykumar Gupta, Mr. Jalpan Shah, Ms. Puja Trivedi, Mr. Neeraj Jain, and Mr. Akash Manghani, brings a wealth of experience and expertise, instilling confidence in their clients and potential investors.
The Trust mutual fund company follows a terminal value investing philosophy, based on which it projects beyond the forecasted period to estimate the remaining value of the security. This is because the fund managers feel that high-growth investing happens after a short time period. The long-term growth potential, often greater than ten years, is frequently missed by investors, who create differential insights into where real wealth-building opportunities lie. With this approach, they aim to find the Gorilla or the key players in the industries.
The Trust MF offers equity and debt funds and instruments from which investors can choose. The top Trust mutual funds include:
- Equity Funds:TRUST MF Flexi Cap Fund - Direct Plan - Growth
- Direct Funds: Trust MF Liquid Fund Direct - Growth, Trust MF Banking and PSU Debt Fund Direct - Growth, Trust MF Money Market Fund Direct - Growth, and Trust MF Corporate Bond Fund Direct - Growth
There are several advantages offered by the Trust Mutual fund that distinguish it in the financial market and make it the choice of several investors. These include:
- Terminal Value Investing: The Trust mutual fund follows a unique investing approach called terminal value investing. According to this, high growth returns occur when looking at a long-term period beyond the forecasted period, which usually refers to a period over ten years. This unique approach differentiates the fund from other AMCs that focus on the shorter time frame of one year to ten years.
- Diverse Fund Types: While some investors are inclined towards equity investments, others are inclined towards debt investments. The Trust mutual fund provides investors with both fund types to help them choose based on their return expectations and risk tolerance. Within these categories, there are seven different fund types that investors can choose from.
- Balanced and Diverse Portfolio The mutual fund in Trust mutual funds are all built on a LimitedACTIV Methodology. They have a diversified portfolio to invest across different asset classes to make investments safe. This way, investors can also benefit from the growth potential of some securities while minimizing risks by investing in stable and reliable securities.
- Professional Fund Management: The Trust mutual fund has partnered with CRISIL, a renowned knowledge partner that provides them with a model for their investments. They ensure that the models are made through securities assessment using their professional experience and skills in asset management. As a result, investors can benefit from the professional management of mutual-funds, which provides them with competitive returns.
- Ease and Convenience: Investing in the Trust mutual fund AMC adds ease and convenience for investors. They can access wider investment options and securities at a lower amount. This is because the investments of different investors are pooled together and then invested. Additionally, the investors do not have to spend time managing their investments by trusting professional management.
The various advantages of the Trust mutual fund and its unique investing strategies, such as terminal value investing, make it unique. These strategies and professional fund management ensure that their investors get competitive returns. This is why the Trust Mutual Fund has gained investors' trust over the years.
Additionally, they follow the guidelines and investing practices laid down by SEBI to further protect investors' interests. The AMCs' investments are diversified across asset classes and balanced well to ensure that investors get competitive returns by investing in the best Trust mutual fund.
For example, the Trust MF Corporate Bond Fund Direct - Growth provides a one-year return of 6.66 % to its investors.
While the fund management strategies and analysis are on point, investors must remember that they must also assess the fund’s past performance on their own. This is crucial to knowing what to expect from the fund and analyzing whether its past performance aligns with its return expectations and risk tolerance.
Additionally, investors must remember that AMC returns are impacted by market fluctuations and interest rate changes. Investors must keep these factors in mind to ensure that they make informed decisions about their investments.
Finally, let us understand the process of investing in the Trust mutual fund. Online investing platforms and applications have made investing relatively simpler. One such application is Dhan, one of the best trading and investing platforms in India.
The best part about this platform is that it not only provides a seamless investment procedure but also thoroughly explains the different investments. This includes the minimum investment amount for each fund type and its ratings, returns, and AUM.
Follow these seven steps to invest in the Trust mutual fund through Dhan for smooth investing:
- Step 1: Download the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your phone number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Provide your email ID and set up an MPIN for added security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5:Once your demat account is activated, navigate to mutual-fund section and select Trust mutual fund. Select the type of fund from its equity and debt fund categories to proceed.
- Step 6: Once you have selected the fund type, continue with the payment process. You will have two options: Trust mutual fund lump sum plans and Trust mutual fund SIP plans. Choose the Trust mutual fund SIP option if you are not financially stable enough to invest in one go.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number., Enter that, and you are done.
Dhan also provides a Sip Calculator to calculate your Trust mutual fund returns through SIP investments. To make the process even easier, you can set up payment dates for automatic deductions monthly or quarterly.
Invest through Dhan for a smooth and time-saving investing experience.
AMC Information
-
Funds Managed
-
Assets Managed
₹ - Cr
Contact Details
-
@-
- Registered Address
-
Other Popular AMCs in India
Explore All Mutual Funds
Invest in
Trust Mutual Funds
Pay 0% Commission!
+91
error
Or Scan the QR Code to download the Dhan App
Dhan App
Chrome
Join us on
Follow us on
Partner with us
built with love
for Indians who love to invest & trade
We are part of Raise Financial Services
Explore | Sitemap
*All securities mentioned on this website are exemplary and not recommendatory.
We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.
Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.
That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.
©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN: U74999MH2012PTC433549 Moneylicious Securities is part of Raise Financial Services.
SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: 302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India.
Corporate Office: 302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
For any query / feedback / clarifications, email at help@dhan.co.
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details |
MCXCCL Client Collateral details
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: 302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India.
Corporate Office: 302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
Details of client bank account
For any query / feedback / clarifications, email at help@dhan.co.
In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.
Disclaimer: All communications with the client in the chat section are for support purposes only, and any commitments or statements made by the agent (human or virtual) shall not be binding on the company.
DHAN is a brand owned by Moneylicious Securities Private Limited. All DHAN clients are registered under Moneylicious Securities Private Limited. Clients are advised to refer to our company as Moneylicious Securities Private Limited when communicating with regulatory authorities.
Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances
Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit
Attention investors:
- Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
- Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
- Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX
Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details |
MCXCCL Client Collateral details
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors