Trust Mutual Fund

Trust Mutual Fund

TRUST AMC, a branch of the financial giant TRUST Group, is one of India’s most successful money management firms. Listed as a private limited company, it was incorporated on 12 December 2017. It is a non-government company specializing in building investment portfolios for clients.

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One of the most admirable aspects of TRUST AMC is its commitment to transparency when it comes to creating and managing schemes. With adept financial researchers consistently examining the market trends, rest assured, the investment processes are genuinely reliable. Also, since instability is the very essence of the market, TRUST always strives to provide risk-adjusted returns to its investors. View More

As of 31 March 2021, the company manages 613.12 crores and is established across 5 locations. Its authorized share capital is ₹850,000,000, and its paid-up capital is ₹700,000,000. Trust Asset Management Private Limited’s Corporate Identification Number is (CIN) U65929MH2017PTC302677, and its registration number is 302677.

Trust Mutual Fund Managers

Utpal Hemendra Sheth

Mr. Utpal Sheth is the founder and mentor of Trust Group, one of India’s prime finance management firms. Apart from this, he also serves as the CEO and Senior partner of RARE Enterprises, a proprietary asset management firm with AUM exceeding $1Bn, and co-manages Chanakya Wealth Creation. With vast experience in assets and securities management, he has previously assumed the roles of Principal Relationship Manager with Enam Financial Consultants, Director at HRS Insight Financial Intermediaries, CEO with Insight Asset Management, and Head of Research at ASK Financial Consultants. Holding directorships in multiple publicly listed companies, he has also contributed to the education domain by visiting faculty for Capital Market-related courses in numerous business schools and institutions.

Nipa Sheth

Ms. Nipa Sheth is the founder and Director of Trust Group, one of the key players in the wealth management industry of India. Utilizing her rich background in market analysis, she serves as a member on various committees, including the HR Khan Committee Round table on developing the corporate bond market, Advisory Board – NSE, and ASSOCHAM National Council on Capital Market. With the help of her commendable guidance and mentorship, TRUST Group has won the prestigious IFR Asia’s India Bond House for the years 2014 and 2017.

Hemant M. Nerurkar

Mr. Nerurkar was associated with Tata Steel for more than 35 years. After joining the company in 1972, he gained immense experience in the managing sector, eventually becoming the Managing Director in India and South East Asia Operations. He currently oversees much of the operations at Tata as the Chairman of the Board of Directors in TRL Krosaki Refractories Limited (formerly Tata Refractories Limited – a JV company of Tata Steel and Krosaki Harima Corporation, Japan) and NCC Ltd (formerly Nagarjuna Construction Company Limited). Besides the roles mentioned above, he fulfills other directorial duties at Tega Industries, Adani Enterprises Ltd., Skill Council for Mining Sector, Crompton Greaves Consumer Electricals Ltd, DFM Foods Limited, etc. Possessing expansive knowledge in the field of finance and management has helped him achieve prestigious accolades, including CEO with HR orientation by Star New and Asia’s Best Employer Brand Awards, Best CEO of the Year Award – 2011 conferred by Indian Institute of Materials Management, and “Icons of Maharashtra” award by the CBD Foundation.

Rajeev Agarwal

Mr. Agarwal has profuse experience in taxation, securities markets, and commodities markets. His most prominent roles were as the Whole Time Member of SEBI for 5 years, along with being the Commissioner of the Regulatory Commission. Apart from this, he was associated with the investigation and enforcement divisions of the Indian Revenue Service, participating in quite a few policy reforms in security instruments such as Mutual Funds, AIFs, Foreign Portfolio Investors, International Affairs, Market Intermediaries, Legal and Surveillance affairs. He was engaged in Indo-US Economic and Financial form at an international platform. On a consultative front, he guides Indian startups about regulatory issues, administration, and funding. He is an active advisory to domestic corporates and a few global firms that want to achieve a better understanding of the Indian market.

Anand Nevatia

He is the fund manager for the Fixed Income schemes at Trust Asset Management. He has worked with the Trust Group across different departments and roles for about two decades.

Some areas he has served in include Research & Analysis, Advisory Services, and Portfolio Strategies. Before taking up this role at Trust AMC, he managed the Fixed Income Portfolio Management Services.

How to Invest in Trust Mutual Fund?

Investing in Trust mutual fund is extremely simple and straightforward with 5Paisa. It is one of India’s biggest online investment platforms and provides a hassle-free, quick way to add Trust and other mutual fund investments to your portfolio. View More

Getting started with mutual fund investment takes only a few steps, as mentioned below:

Step 1: To invest in Trust mutual fund with 5Paisa, go to 5Paisa.com and log in to your account. If you haven’t yet registered for an account with the platform, you can create it instantly by clicking on this link. Registering for an account on 5Paisa is quite simple and quick. Alternatively, you can download and install the 5Paisa app on your iOS or Android smartphone and log in to the platform from your device.

Step 2: Once you log in, you can see various investment options with different payment methods and amounts. You can either choose from these options or search for Trust mutual fund to see the schemes from the AMC.

Step 3: Go through the mutual fund options available from the fund house and pick the one that suits your financial goals, risk appetite, and other preferences well.

Step 4: After selecting your Trust mutual fund scheme, you will be asked to select between ‘SIP’ and ‘lump sum’. Select one of the two options as per your preferences and proceed.

Step 5: In the next step, enter the amount you want to put in the fund and hit the ‘Invest Now’ button. The platform then takes you through the payment process to complete your order.

Step 6: You can choose to pay for your investment from your ledger if you have added money to it. Alternatively, you can set up an autopay mandate using net banking or UPI payment methods. Once you select the preferred payment method, you are guided through the process with step-by-step instructions.

As the payment is completed, your order for Trust mutual fund is placed on 5Paisa. The mutual fund can take 3-4 working days to reflect in your account. If you are investing in SIP, the instalment amount gets automatically deducted from your account every month starting from the day you make the first payment.

Top 10 Trust Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

TRUSTMF Liquid Fund – Direct Growth is an Liquid scheme that was launched on 23-04-21 and is currently under the management of our experienced fund manager Anand Nevatia. With an impressive AUM of ₹225 Crores, this scheme's latest NAV is ₹1188.1099 as of 17-06-24.

TRUSTMF Liquid Fund – Direct Growth scheme has delivered a return performance of 7.3% in the last 1 year, 5.7% in the last 3 years, and an 5.6% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹225
  • 3Y Return
  • 7.3%

TRUSTMF Short Duration Fund – Direct Growth is an Short Duration scheme that was launched on 06-08-21 and is currently under the management of our experienced fund manager Anand Nevatia. With an impressive AUM of ₹116 Crores, this scheme's latest NAV is ₹1165.4322 as of 14-06-24.

TRUSTMF Short Duration Fund – Direct Growth scheme has delivered a return performance of 6.7% in the last 1 year, -% in the last 3 years, and an 5.5% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Short Duration funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹116
  • 3Y Return
  • 6.7%

TRUSTMF Overnight Fund – Direct Growth is an Overnight scheme that was launched on 19-01-22 and is currently under the management of our experienced fund manager Anand Nevatia. With an impressive AUM of ₹108 Crores, this scheme's latest NAV is ₹1149.0833 as of 17-06-24.

TRUSTMF Overnight Fund – Direct Growth scheme has delivered a return performance of 6.7% in the last 1 year, -% in the last 3 years, and an 5.9% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹108
  • 3Y Return
  • 6.7%

TRUSTMF Banking & PSU Fund – Dir Growth is an Banking and PSU scheme that was launched on 01-02-21 and is currently under the management of our experienced fund manager Anand Nevatia. With an impressive AUM of ₹229 Crores, this scheme's latest NAV is ₹1187.8747 as of 14-06-24.

TRUSTMF Banking & PSU Fund – Dir Growth scheme has delivered a return performance of 7.2% in the last 1 year, 5% in the last 3 years, and an 5.2% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Banking and PSU funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹229
  • 3Y Return
  • 7.2%

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Frequently Asked Questions

Is Trust a good mutual fund for investment?

Yes, Trust mutual fund schemes are good for investors looking for capital appreciation over the medium to long term. The AMC offers funds to suit various investment horizons, risk levels, and financial goals. It also adopts effective portfolio strategies to ensure good returns with minimum risk.

Which Trust mutual fund is the best?

Trust currently offers four mutual fund schemes to choose from. However, not all these funds suit every investor. Every fund has its objective and investment horizon and suits investors with different risk tolerance levels. You should analyze how much risk you can take and select the fund that aligns well with your investment horizon, financial goals, and risk appetite.

Can you increase the SIP in Trust mutual fund?

Yes, increasing the amount of SIP in Trust mutual fund is possible. If you haven’t already started investing in the SIP, you can use the top-up option to increase the amount to boost returns. If you have already put in money in the SIP, you can choose to stop the existing one and start a new SIP with the desired amount. You can even start a new SIP in the same fund with the extra amount and have two SIPs.

How to withdraw your Trust mutual fund?

To withdraw your mutual fund in Trust AMC, you can either submit a request at the company’s nearest office or ask an advisor to do it for you. It is also possible to redeem your investment online through investing platforms like 5Paisa or by visiting the fund house’s official website. Once withdrawn, the amount can take 2-3 working days to reflect in your account.

Do you need a DEMAT account to invest in Trust mutual fund?

No, you don’t necessarily require a DEMAT account to invest in Trust mutual fund with 5Paisa. You can download and install the 5Paisa trading app on your smartphone to open a mutual fund account and start investing in schemes of your choice.

What investment options Trust AMC offer?

Trust AMC offers four schemes across various categories, including equity, debt, and hybrid mutual funds, to cater to investors with varying risk profiles and objectives.

How to invest in Trust mutual fund?

Investing in Trust mutual fund schemes is easy with the 5Paisa platform as it makes the process hassle-free and straightforward. You can also invest in the fund through online portals or the Trust AMC website. It is also possible to visit the fund house office to fill out a form for investment.

How to stop the SIP in Trust mutual fund?

A Trust mutual fund SIP can be stopped by using an online or offline method. You can visit a branch of Trust AMC physically to place a request for stopping or get it done through an advisor. To do it online, you can log on to the official website and request to stop the SIP. You can also do it from an online portal like 5Paisa.

How much should you invest in Trust mutual fund SIP?

The amount you should put in Trust mutual fund SIP depends on the tenure of the investment and the risk involved in the scheme. You should analyze these aspects to decide the right amount suitable for your risk appetite and financial goals.

What are the benefits of investing in Trust mutual fund through 5Paisa?

5Paisa is an online investment platform that allows you to invest in Trust mutual funds and other investments at zero commission. Moreover, investing in mutual funds with 5Paisa is completely safe and hassle-free. It provides several other benefits like transparency on the liquidity, flexibility with a wide range of options, and low minimums starting at just INR 100, among other things.

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