Trust Mutual Fund – Fixed Income Options for Conservative Investors
Presented by: SEBI-Registered Mutual Fund Distributor
AMC Overview
| Particular | Details |
|---|---|
| AMC Name | Trust Asset Management Pvt. Ltd. |
| Launch Date | 7 October 2019 |
| Incorporation Date | 12 December 2017 |
| Sponsor | Trust Investment Advisors Pvt. Ltd. |
| Trustee Company | Trust AMC Trustee Pvt. Ltd. |
| MD & CEO | Mr. Sandeep Bagla |
| Compliance Officer | Ms. Puja Trivedi |
| Investor Service Officer | Mr. Nilesh Bhurke |
Investment Philosophy
Trust Mutual Fund uses a Limited Active Strategy, aiming to balance passive discipline with targeted active research.
- Focus on credit quality, liquidity, low volatility
- Backed by data-driven, rule-based methodology
- Cost-effective and process-oriented
Note: Mutual Fund investments are subject to market risks. Read scheme-related documents carefully before investing.
Available Schemes (As of June 2025)
| Fund Name | Risk Level | Type | AUM (₹ Cr) | 1-Year Return* | Min Investment |
|---|---|---|---|---|---|
| Banking & PSU Debt Fund | Low to Moderate | Debt | 110 | ~9.2% | ₹1,000 |
| Short Duration Fund | Moderate | Debt | 112 | ~9.5% | ₹1,000 |
| Liquid Fund | Low to Moderate | Debt | 764 | ~7.2% | ₹1,000 |
| Overnight Fund | Low | Debt | 78 | ~6.4% | ₹1,000 |
Fund Management
| Particular | Details |
|---|---|
| Lead Fund Manager | Mr. Anand Nevatia |
| Experience | Over 19 years in capital markets |
| Specialisation | Fixed Income Portfolio Management |
How to Invest
| Mode | Process |
|---|---|
| Offline | Submit application form, KYC, cheque, and photograph |
| Online | Use AMC website or platforms like Groww, Paytm, complete eKYC |
Final Note
Trust MF is ideal for conservative investors seeking low-risk debt exposure. Let’s schedule a consultation to explore options tailored to your goals.
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