Trust Mutual Fund
AUM
₹ 3,263 crore
AMC Age
8 years
No. Of Schemes
13
Trust Mutual Fund is a relatively young asset management company in India, established in October 2019. The fund house aims to provide investors with a diverse range of investment options, focusing on both equity and debt markets.
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About Trust Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Trust Mutual Fund is a contemporary entrant into the Indian asset management industry, having launched its operations in October 2019. It is sponsored by Trust Investment Advisors Private Limited and managed by Trust Asset Management Private Limited. The fund house is an extension of the established TRUST Group, a financial conglomerate with a significant two-decade legacy, particularly in the debt capital markets, where it is recognised as a major non-banking player.
Key Features
- Trust Mutual Fund employs a unique "Limited Active Methodology" for its portfolio construction.
- The fund house is backed by the TRUST Group, which brings extensive experience and a strong reputation in the fixed-income and corporate bond markets..
- While leveraging the sponsor's debt market strength, the fund offers a growing suite of schemes across equity, debt, and hybrid categories.
- The fund is committed to transparency and aims to provide products that are simple, understandable, and designed to generate sustainable, long-term wealth for its retail investors.
Documents Required
To invest in Trust Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Trust Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Trust Mutual Fund Managers
Mr. Anand Nevatia
Mr. Jalpan Shah
Mr. Aakash Manghani
Mr. Neeraj Jain
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