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.
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.
Add to Cart
