TRUST Mutual Fund Announces the Launch of TRUSTMF Multi Cap Fund
Designed for investors seeking a diversified and disciplined approach to equity investing the fund offers a comprehensive solution with a focus on long-term capital appreciation and a balanced risk-return profile across market cycles.
Key Highlights:
· Minimum 25% allocation each to large, mid, and small cap stocks, ensuring consistent and structured diversification
· 40–60 high-conviction stocks across market segments, backed by strong research and conviction
· Benchmarked to NIFTY 500 Multi Cap 50:25:25 TRI, reflecting comprehensive market representation
· Stock-picking approach focused on identifying potential high growth opportunities
· A one-stop solution for diversified equity exposure within a single, well-structured investment vehicle
· Potential High active share, a key factor for potential alpha generation
Investment Philosophy
The TRUSTMF Multi Cap Fund will follow a disciplined, research-backed investment process that will primarily focus on:
• Terminal Value Investing
• GARV (Growth at Reasonable Valuation) Approach
India's evolving equity landscape—with over 1,140 listed companies having market capitalizations above ₹2,000 crore—offers an ideal playground for such a multi-dimensional strategy (source AMFI, December 24)
Commenting on the launch, Sandeep Bagla, CEO, TRUST Mutual Fund, said:
'The TRUSTMF Multi Cap Fund is a strategic addition to our product suite. By committing to a disciplined allocation across market caps, the fund aims to blend stability, growth, and innovation. It aims to minimize timing biases and offers investors a robust platform for long-term wealth creation.'
Mihir Vora, CIO, TRUST Mutual Fund, added:
'The power of compounding unfolds with patience and discipline. Our TRUSTMF Multi Cap Fund harnesses high-conviction ideas across segments using our robust and disciplined equity investment philosophy. This portfolio is built not just to perform through cycles, but to thrive amid India's structural growth story.'
Aakash Manghani, Fund Manager – Equities, TRUST Mutual Fund, said:
'India's dynamic equity environment presents diverse opportunities. The TRUSTMF Multi Cap Fund takes a disciplined approach to capture these, aiming to deliver long-term wealth creation opportunities through deep research and market insight.
Why Multi Cap?
· Disciplined Diversification
· Balanced Risk & Reward
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Economic Times
32 minutes ago
- Economic Times
Leh moves toward greater financial inclusion
The mutual fund industry's assets surpassed Rs 74 trillion in June 2025, witnessing a year-on-year growth of 21.9%. Despite this strong overall expansion, mutual fund penetration varies widely across Indian states and Union Territories. ADVERTISEMENT In the northern belt, the Jammu & Kashmir (J&K) region has the lowest per capita AUM—also the fourth lowest across India—according to AMFI data for June 2025. This penetration is measured through per capita AUM (Assets Under Management), calculated by dividing a state's total AUM by its population. In terms of contribution to the industry's AUM, a mere 0.14% comes from the J&K region (including Ladakh). While J&K shows signs of improving financial inclusion, Ladakh continues to lag. J&K contributed Rs 10,825 crore to the industry's AUM, whereas Ladakh's contribution stood at just Rs 44 crore. This marginal figure highlights the lack of financial inclusion and awareness in the region. Known for its stunning landscapes and rich cultural heritage, Ladakh has seen a surge in tourism and economic activity in recent years. The presence of a large number of defense personnel further adds to its strategic importance. However, the region's financial landscape remains underdeveloped, with limited access to diverse investment products. A negligible mutual fund distributor network, low financial literacy, and geographical challenges are key reasons for poor mutual fund penetration in Ladakh. To address this gap, Nippon India Mutual Fund has recently opened a branch in Leh—the first Asset Management Company (AMC) to do so in the region. The company plans to improve financial literacy through investor awareness programs and aims to offer structured investment options for locals, defense personnel, and ex-servicemen. 'We aim to contribute to the region's economic growth and empower individuals to achieve their financial goals. Financialization of savings through increased participation of retail investors in mutual funds is a key focus area,' says Sundeep Sikka, ED and CEO of Nippon Life India Asset Management. ADVERTISEMENT Financialization is growing across the country, evident from the expansion of demat accounts and rising SIP flows. Sikka hopes Ladakh's population will benefit from India's growth story by gaining access to capital markets through mutual the outlook for Indian equity markets, Sikka remains cautiously optimistic. He notes that ongoing geopolitical tensions and earnings concerns may impact markets in the near term. However, he expects domestic-driven sectors to perform better, with earnings growth in FY 2025–26 likely to outpace FY 2024–25, driven by interest rate cuts and a potential rise in consumption.
Time of India
an hour ago
- Time of India
Leh moves toward greater financial inclusion
The mutual fund industry 's assets surpassed Rs 74 trillion in June 2025, witnessing a year-on-year growth of 21.9%. Despite this strong overall expansion, mutual fund penetration varies widely across Indian states and Union Territories. In the northern belt, the Jammu & Kashmir (J&K) region has the lowest per capita AUM—also the fourth lowest across India—according to AMFI data for June 2025. This penetration is measured through per capita AUM ( Assets Under Management ), calculated by dividing a state's total AUM by its population. In terms of contribution to the industry's AUM, a mere 0.14% comes from the J&K region (including Ladakh). While J&K shows signs of improving financial inclusion, Ladakh continues to lag. J&K contributed Rs 10,825 crore to the industry's AUM, whereas Ladakh's contribution stood at just Rs 44 crore. This marginal figure highlights the lack of financial inclusion and awareness in the region. Known for its stunning landscapes and rich cultural heritage, Ladakh has seen a surge in tourism and economic activity in recent years. The presence of a large number of defense personnel further adds to its strategic importance. However, the region's financial landscape remains underdeveloped, with limited access to diverse investment products. A negligible mutual fund distributor network, low financial literacy, and geographical challenges are key reasons for poor mutual fund penetration in Ladakh. To address this gap, Nippon India Mutual Fund has recently opened a branch in Leh—the first Asset Management Company (AMC) to do so in the region. The company plans to improve financial literacy through investor awareness programs and aims to offer structured investment options for locals, defense personnel, and ex-servicemen. 'We aim to contribute to the region's economic growth and empower individuals to achieve their financial goals. Financialization of savings through increased participation of retail investors in mutual funds is a key focus area,' says Sundeep Sikka, ED and CEO of Nippon Life India Asset Management . Financialization is growing across the country, evident from the expansion of demat accounts and rising SIP flows. Sikka hopes Ladakh's population will benefit from India's growth story by gaining access to capital markets through mutual funds. On the outlook for Indian equity markets, Sikka remains cautiously optimistic. He notes that ongoing geopolitical tensions and earnings concerns may impact markets in the near term. However, he expects domestic-driven sectors to perform better, with earnings growth in FY 2025–26 likely to outpace FY 2024–25, driven by interest rate cuts and a potential rise in consumption.
&w=3840&q=100)
Business Standard
10 hours ago
- Business Standard
Capitalmind gets Zerodha's Rainmatter backing after MF debut success
Capitalmind Financial Services Pvt Ltd (CFSPL), a Sebi-registered portfolio manager known for its quantitative investment strategies, has received its first institutional funding through a Series-A investment from Rainmatter, the fintech-focused initiative of Zerodha Broking Ltd. The funding comes on the heels of Capitalmind's mutual fund debut, as its Flexi Cap Fund reopens for subscriptions today after raising ₹45 crore during its New Fund Offer (NFO). Of this, around 75 per cent came through direct plans -- nearly half routed via Zerodha's Coin platform, according to a Capitalmind statement. Direct plans dominate fund inflows The high share of direct inflows reflects investor trust, and also marks a shift in Capitalmind's distribution approach. The remaining 25 per cent of the NFO corpus was raised through regular plans, suggesting early traction among distributors. This is a notable change from Capitalmind's portfolio management services (PMS) business, where distributors account for under 3 per cent of the clientele. The company's flat-fee structure for brokerages is being seen as a step towards making distribution more equitable and transparent. A long-standing relationship The investment formalises a long-standing association between Zerodha founder Nithin Kamath and Capitalmind founder Deepak Shenoy. Shenoy was an early advisor to Zerodha in 2010, and both companies have since shared a focus on investor education. Zerodha's outreach platforms -- including the Varsity education portal, TradingQnA forum, and Zero1 YouTube channel -- have grown in parallel with Capitalmind's content-driven model of blogs, podcasts, and research. Kamath said, "We want to back innovative companies that share our mission of helping Indians do better with their money. My conversations with Deepak about finance and technology started back in 2009, and I've always been impressed by Capitalmind's data-driven, transparent approach. This is a financial investment to support them as they build out their asset management company. In line with Sebi regulations, our stake is capped at 10 per cent, and we will not have a board seat, ensuring their independence." Capitalmind eyes broader retail base Capitalmind's founder Deepak Shenoy sees the Rainmatter investment as a validation of the company's evolution from a financial blog into a full-stack asset management firm. "Nithin's work in sparking my interest in quantitative trading years ago was a pivotal moment for me," Shenoy said. "Having Rainmatter invest in our vision is a powerful validation of our journey. This capital allows us to accelerate our mission of filling a crucial market gap. The professional fee-only advisory ecosystem hasn't scaled as hoped, leaving investors to navigate a complex landscape. We aim to bridge that gap through accessible, solution-oriented products, much like the target-date funds discussed in Sebi's recent consultation paper." Distinct strategies for mutual fund and PMS businesses Capitalmind plans to operate its mutual fund and PMS businesses on separate tracks. The mutual fund arm will focus on scalable retail products, while the PMS division will continue targeting HNIs and ultra-HNIs with customised asset allocation strategies that emphasise tax efficiency. The PMS segment currently manages over ₹450 crore, largely through baskets of mutual funds. Though Capitalmind accounts for just 0.5 per cent of the PMS industry's discretionary AUM, Shenoy sees far more scope in the retail mutual fund space. With industry projections estimating a 15 per cent CAGR, taking total AUM to ₹200 trillion over the next seven years, Shenoy believes capturing even 0.5 per cent of that future market could translate to ₹1 trillion in assets -- a significant milestone for the firm.
