TRUST Mutual Fund Information

The TRUST Group has been making its mark in the financial world for the last two decades, starting as a fixed-income distribution company and later evolving into one of the top non-banking debt capital market players. TRUST Investment Advisors Private Limited (“TIAPL”) has been one of the top 5 Corporate Bond arrangers, alongside the other leading Banks such as AXIS, HDFC, SBI etc. over the last five years. TRUST Mutual Fund is the Group's first foray into the retail segment. Incepted in October 2019, it is sponsored by TIAPL a Company which is the part of TRUST Group. TRUST Asset Management Private Limited (“TRUST AMC”) currently offers six fixed-income products. TRUST AMC has allied with CRISIL as a strategic knowledge partner. CRISIL helps in critically evaluating the investment universe and assist in constructing a model portfolio after due filtration process. In order to enable a CLEAR, CREDIBLE and CONSISTENT investment approach the portfolio is constructed basis limited deviation from the Model Portfolio which is named as “LimitedACTIV Methodology”. TRUSTAMC will gradually offer a complete suite of products in the future. The Company's leadership front is robust and agile, with Mr Sandeep Bagla spearheading the business as Chief Executive Officer. He has around three decades of experience in the financial markets and leading mutual funds like Reliance MF, AIG MF and Principal MF. The Company's Chief Business Officer is Mr Ajaykumar Gupta. Being an industry veteran, Ajay brings to the table around three decades of experience in the financial services domain. Mr Anand Nevatia currently manages all the schemes of TRUST Mutual Fund and has around two decades of experience in the financial markets. Anand has been associated with the TRUST Group since 2003 wherein he managed the Fixed Income PMS for the Group since 2014.