Kolkata, 05 July 2025:
In a strategic move set to redefine equity investing, TRUST Mutual Fund has announced the launch of its much-anticipated offering the TRUSTMF Multi Cap Fund, an open-ended equity scheme designed to harness the power of India’s dynamic capital markets through smart, structured diversification.
The New Fund Offer (NFO), which opened on June 30, 2025, will remain open for subscription until July 14, 2025, offering investors a robust opportunity to be part of a portfolio crafted for long-term growth and stability.
A Fund with a Future-Focused Vision
In an increasingly complex market environment, the TRUSTMF Multi Cap Fund brings clarity and confidence. By investing across large, mid, and small cap stocks, the fund ensures minimum 25% allocation to each segment, thereby providing a well-balanced and risk-mitigated approach for investors aiming at long-term capital appreciation.
Key Features That Set It Apart:
- ✔ Structured Allocation: Minimum 25% each to large, mid, and small cap stocks – ensuring true multi cap diversification.
- ✔ Robust Stock Selection: A focused portfolio of 40–60 high-conviction stocks, carefully chosen through deep research.
- ✔ Benchmark: Aligned with the NIFTY 500 Multi Cap 50:25:25 TRI, offering a comprehensive representation of the Indian equity market.
- ✔ Alpha Potential: High active share aiming for superior returns via differentiated stock selection.
- ✔ One-Stop Equity Solution: A single investment vehicle offering access to the full spectrum of market opportunities.
Backed by a Powerful Investment Philosophy
Built on the pillars of Terminal Value Investing and the GARV (Growth at Reasonable Valuation) approach, the TRUSTMF Multi Cap Fund leverages disciplined research, a long-term view, and market conviction. With over 1,140 companies listed with market capitalizations above ₹2,000 crore (Source: AMFI, December 2024), India’s equity space offers fertile ground for such a multi-faceted strategy.
Leadership Speaks: Confidence, Clarity, Commitment
Sandeep Bagla, CEO, TRUST Mutual Fund, remarked:
“The TRUSTMF Multi Cap Fund is a strategic addition to our growing suite of offerings. With its structured allocation and research-driven approach, the fund is designed to deliver long-term wealth creation while minimizing timing biases. It’s not just a fund it’s a vision for disciplined, inclusive growth.”
Mihir Vora, CIO, TRUST Mutual Fund, added:
“Patience and discipline are the cornerstones of compounding. This fund is built to harness that power, combining high-conviction ideas with our time-tested equity philosophy and to thrive across cycles, aligned with India’s unstoppable growth journey.”
Aakash Manghani, Fund Manager – Equities, noted:
“India’s evolving markets present exciting, diverse opportunities. Through deep research and market insight, the TRUSTMF Multi Cap Fund aims to capture these systematically delivering a compelling mix of growth, stability, and strategic vision.”
Why Multi Cap? Why Now?
- ✅ Disciplined Diversification
- ✅ Balanced Risk & Reward
- ✅ Reduced Behavioral and Timing Biases
With a firm belief that every investor deserves a smart, diversified strategy, the TRUSTMF Multi Cap Fund is perfectly positioned to become the go-to solution for those seeking consistency, conviction, and compounding.
