Trust Mutual Fund
AUM
₹ 3,263 crore
AMC Age
8 years
No. Of Schemes
14
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
How To Invest In Trust Mutual Fund With Choice?
Trust Mutual Fund FAQs
The best Trust Mutual Fund depends on your goals and risk appetite. Equity funds suit long-term growth, debt funds offer stability, and hybrid funds provide balance. On Choice FinX, you can access advanced research tools and conduct in-depth fundamental and technical analysis to make informed investment decisions.
Trust Mutual Funds are taxable based on investment type and duration. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest via Choice FinX, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may need additional documents, which can be uploaded digitally on the Choice FinX platform.
Investors can start with a Lump Sum of just 1,000, and the minimum amount for a Systematic Investment Plan (SIP) is also 1,000.
Returns are based on the Net Asset Value (NAV). The formula used is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIPs, the XIRR (Extended Internal Rate of Return) method is used. Choice provides real-time NAV tracking and returns calculators to help investors estimate their earnings.
Yes, you can switch between Trust Mutual Funds via Choice FinX. The platform allows seamless fund switching, but be mindful of potential exit loads and tax implications based on your investment duration.
Charges include the Expense Ratio, Exit Load for early redemption, and Transaction Fees on investments above a certain threshold. Direct plans, available on Choice FinX, have lower costs compared to regular plans.
No, a Demat account is not required to invest in Trust Mutual Funds through Choice FinX. You can invest directly via the platform, or choose a Demat account if you prefer to hold mutual fund units in electronic format.
You can access your Trust Mutual Fund statement directly on the Choice FinX platform under the Portfolio section. Alternatively, statements are available via the Trust Mutual Fund website, email requests, or through CAMS/Karvy portals.
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