Trust Mutual Fund

About Trust Mutual Fund

Trust Mutual Fund is a branch of TRUST Group and sponsored by Trust Investment Advisors Private Limited (TIAPL). It was incorporated in October 2019. The firm’s AUM in February 2023 stood at ₹1316 Crores.

 

Over the past two decades, the AMC has been active in the debt capital market. It has six debt and liquid schemes, including TRUSTMF Banking and PSU Debt Fund, TRUSTMF Liquid Fund, and TRUSTMF Overnight Fund.

 

With a philosophy of clear, consistent and credible investments, the AMC works based on an exclusive LimitedActiv framework created along with CRISIL. This helps Trust Mutual Fund to mitigate risk and offer higher returns. 

 

Sandeep Bagla and Ajay Kumar Gupta, highly experienced and skilled professionals in the financial services sector, head the company's leadership team as the CEO and CBO, respectively.

Incorporated	07 Oct. 2019
Mdceo	Sandeep Bagla
Trustee	Trust AMC Trustee Private Limited
Cio	Mihir Vora

How to Invest in Trust Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Trust Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

Currently, the AMC has one Fund Manager who oversees the company’s six mutual fund schemes and ensures consistent returns. 

1. Anand Nevatia

Anand Nevatia is CFA, a Fund Manager associated with Trust Mutual Fund. He joined AMC in 2003 and has worked with the company for 18 years. He started his journey as an AVP for Debt Capital Markets and was promoted to Co-Fund Manager and Head Fund Manager before becoming a primary Fund Manager.

 

Before joining Trust Mutual Fund, he worked with various reputed firms such as Jumbo Electronics as a Management Trainee and Trisys Communications Pvt Ltd as an Analyst.

Anand is responsible for managing all the schemes under Trust Mutual Fund. He is known for his expertise in managing mid-cap and small-cap mutual fund projects.

These include:

1. TrustMF Banking & PSU Debt Direct-Growth with a month-end AUM of ₹345.06 Crores

2. TrustMF Liquid Fund with an average monthly AUM standing of ₹197.43 Crores

3. TrustMF Short Term Fund with a month-end AUM of ₹94.24 Crores

Email	NA
Phone	+91 22 6274 6000
Address	801, G Block, Naman Center, Bandra Kurla Complex, Bandra (East),