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Top Trust Mutual Funds - SIP Schemes, Performance, Returns 2025

Trust Asset Management Company started in 2019 and manages assets worth over ₹3,200 cr across seven schemes. Trust Investment Advisors backs the firm, which uses research-based and risk-managed strategies through its Limited Active Methodology. CEO Sandeep Bagla and CIO Mihir Vora lead the company with a focus on transparency, discipline, and consistent performance in fixed income.

Top Trust Mutual Funds in 2025

Top Trust Mutual Funds in India (2025)

Here's the list of top Trust mutual funds across equity, debt, hybrid funds offered by Trust Asset Management Private Ltd.

Created by

@82600328260032

Showing 1 - 11 of 11 results

last updated at 8:00 AM IST 
NameMFs (11)↓↓Sub CategorySub Category↓↓PlanPlan↓↓AUMAUM↓↓AMCAMC↓↓NAVNAV↓↓Absolute Returns - 3MAbsolute Ret. - 3M↓↓Absolute Returns - 1YAbsolute Ret. - 1Y↓↓CAGR 3YCAGR 3Y↓↓Expense RatioExpense Ratio↓↓Exit LoadExit Load↓↓VolatilityVolatility↓↓Sharpe RatioSharpe Ratio↓
1.TRUSTMF Small Cap Fund
TRUSTMF Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
1,250.47
1,250.47
Trust Asset Management Private Limited
Trust Asset Management Private Limited
10.76
10.76
1.41
1.41
0.56
0.56
-
-
0.47
0.47
1.00
1.00
19.36
19.36
-0.12
-0.12
2.TRUSTMF Flexi Cap Fund
TRUSTMF Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
1,157.22
1,157.22
Trust Asset Management Private Limited
Trust Asset Management Private Limited
11.79
11.79
0.08
0.08
-4.30
-4.30
-
-
0.49
0.49
1.00
1.00
14.99
14.99
-0.55
-0.55
3.TRUSTMF Liquid Fund
TRUSTMF Liquid Fund
Liquid Fund
Liquid Fund
Growth
Growth
689.58
689.58
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,310.56
1,310.56
1.45
1.45
6.58
6.58
7.01
7.01
0.10
0.10
0.01
0.01
0.10
0.10
2.49
2.49
4.TRUSTMF Multi Cap Fund
TRUSTMF Multi Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
300.13
300.13
Trust Asset Management Private Limited
Trust Asset Management Private Limited
10.46
10.46
2.35
2.35
-
-
-
-
0.50
0.50
1.00
1.00
9.17
9.17
0.70
0.70
5.TRUSTMF Banking & PSU Fund
TRUSTMF Banking & PSU Fund
Banking & PSU Fund
Banking & PSU Fund
Growth
Growth
131.49
131.49
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,333.36
1,333.36
1.52
1.52
7.79
7.79
7.64
7.64
0.21
0.21
-
-
0.92
0.92
3.92
3.92
6.TRUSTMF Money Market Fund
TRUSTMF Money Market Fund
Money Market Fund
Money Market Fund
Growth
Growth
111.77
111.77
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,260.65
1,260.65
1.48
1.48
7.30
7.30
7.34
7.34
0.16
0.16
-
-
0.37
0.37
8.46
8.46
7.TRUSTMF Short Duration Fund
TRUSTMF Short Duration Fund
Short Duration Fund
Short Duration Fund
Growth
Growth
101.11
101.11
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,310.71
1,310.71
1.44
1.44
8.02
8.02
7.62
7.62
0.23
0.23
-
-
0.97
0.97
3.97
3.97
8.TRUSTMF Arbitrage Fund
TRUSTMF Arbitrage Fund
Arbitrage Fund
Arbitrage Fund
Growth
Growth
74.64
74.64
Trust Asset Management Private Limited
Trust Asset Management Private Limited
10.17
10.17
1.48
1.48
-
-
-
-
0.20
0.20
0.25
0.25
0.65
0.65
2.81
2.81
9.TRUSTMF Overnight Fund
TRUSTMF Overnight Fund
Overnight Fund
Overnight Fund
Growth
Growth
70.27
70.27
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,255.22
1,255.22
1.31
1.31
5.81
5.81
6.40
6.40
0.07
0.07
-
-
0.02
0.02
-10.85
-10.85
10.TRUSTMF FMP-SR-II
TRUSTMF FMP-SR-II
Fixed Maturity Plans
Fixed Maturity Plans
Growth
Growth
63.14
63.14
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,251.02
1,251.02
1.73
1.73
8.38
8.38
-
-
-
-
-
-
0.47
0.47
8.75
8.75
11.TRUSTMF Corporate Bond Fund
TRUSTMF Corporate Bond Fund
Corporate Bond Fund
Corporate Bond Fund
Growth
Growth
20.72
20.72
Trust Asset Management Private Limited
Trust Asset Management Private Limited
1,232.36
1,232.36
1.23
1.23
7.16
7.16
-
-
0.25
0.25
-
-
1.71
1.71
1.77
1.77
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Trust Asset Management Private Limited | AUM: Sorted from Highest to Lowest

What are Trust Mutual Funds?

Trust Mutual Funds are investment schemes managed by Trust Asset Management Company (Trust AMC), part of the Trust Group. The fund house manages portfolios in debt, hybrid, and passive categories. It follows a disciplined approach to risk management, uses data to guide decisions, and ensures consistent returns through transparent investment practices.

Key Information About Trust Asset Management Private Limited ​

Here are the key details about Trust Asset Management Private Limited-

Category Details
AMC Name Trust Asset Management Private Limited
Mutual Fund Name TRUST Mutual Fund
AMC Setup Date 07 October 2019
Incorporation Date 12 December 2017
Sponsor Trust Investment Advisors Private Limited
Trustee Company Trust AMC Trustee Private Limited
CEO / MD Mr. Sandeep Bagla
CIO Mr. Mihir Vora
Compliance Officer Ms. Puja Trivedi
No. of Schemes 7 fixed-income schemes (as of latest)
Assets Under Management (AUM) ₹3,263 cr (as of 30 June 2025)
Head Office Address 801, 8th Floor, G-Block, Naman Centre, Bandra Kurla Complex, Mumbai, Maharashtra
Custodian HDFC Bank Ltd
Registrar / RTA KFin Technologies Ltd
Auditor Haribhakti Co. Chartered Accountants

Types of Funds Offered by Trust Mutual Fund

Trust Debt Funds

Trust AMC offers six debt schemes focused on generating steady income through high-quality fixed-income instruments. These include short-term, medium-term, and gilt funds designed for investors seeking stable returns with low to moderate risk.

Trust Hybrid Fund

The AMC has one hybrid scheme combining debt and equity exposure. It aims to deliver balanced returns by managing risk and reward efficiently, catering to investors preferring diversification within a single fund.

Overview of the Top Trust Mutual Fund Schemes

TRUSTMF Flexi Cap Fund

TRUSTMF Flexi Cap Fund invests across large, mid, and small-cap companies, offering diversification and flexibility to capture opportunities across market segments. It aims for long-term capital growth through a research-driven, actively managed equity portfolio.

TRUSTMF Small Cap Fund

TRUSTMF Small Cap Fund focuses on emerging small-cap companies with strong growth potential and scalable business models. It targets long-term wealth creation while maintaining disciplined risk management to handle short-term volatility.

TRUSTMF Liquid Fund

TRUSTMF Liquid Fund invests in high-quality short-term debt instruments to offer liquidity and stable returns. It's ideal for investors looking to park surplus funds while ensuring safety and quick redemption.

TRUSTMF Multi Cap Fund

TRUSTMF Multi Cap Fund allocates investments across large, mid, and small-cap segments in defined proportions. It aims for consistent growth by balancing stability from large caps and higher return potential from smaller companies.

TRUSTMF Multi Cap Fund

TRUSTMF Banking & PSU Fund primarily invests in bonds and securities issued by banks, public sector undertakings, and financial institutions. It focuses on safety, liquidity, and reasonable returns through high-credit-quality instruments.

How to Invest in Trust Mutual Funds?

Here’s how you can identify and invest in top Trust Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Trust Asset Management Private Ltd”.
  3. Sort out the top Trust mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Trust mutual funds, that align with your investment thesis, click on ‘Place Order’ to invest the Trust mutual funds.

With Tickertape Mutual Fund Screener, you can invest “lumpsum” or start a ‘SIP’ in Trust mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Trust Mutual Fund Managers

Anand Nevatia

Anand Nevatia manages fixed-income schemes as Fund Manager for Debt at Trust AMC. He has worked in debt markets for more than 18 years. He brings deep knowledge of credit research, portfolio construction, and yield optimisation to his role. He follows a disciplined approach and focuses on risk management to generate steady income.

Jalpan Shah

Jalpan Shah serves as Fund Manager for Debt at Trust AMC and oversees short- and medium-term strategies. He has managed fixed-income portfolios for over twenty years and closely tracks interest rate trends. He uses his experience to align duration and credit risk with market conditions to achieve consistent returns.

Aakash Manghani

Aakash Manghani co-manages equity funds such as the TRUSTMF Multi Cap Fund. He has spent years in equity research and fund management and developed skills in identifying companies with scalable business models and strong governance. He builds portfolios that aim for steady growth through research and diversification.

Neeraj Jain

Neeraj Jain manages the TRUSTMF Banking and PSU Fund along with several other debt schemes at Trust AMC. His expertise includes credit evaluation, liquidity management, and yield optimisation. He prefers a conservative approach but stays active in finding ways to protect portfolio quality and enhance return potential.

Risks Associated with Trust Mutual Funds

Concentrated Portfolio Base

Trust Mutual Funds maintain a compact lineup focused on fixed-income categories. This structure makes performance sensitive to debt market changes.

Evolving Track Record

Since Trust AMC began in 2019, it has limited long-term data from different market cycles. Equity and hybrid categories have short performance histories.

Scale-Related Volatility

The AMC's smaller asset base can cause sharper movements in net asset values when there are large inflows or redemptions from institutions.

Methodology Dependence

Trust AMC's Limited Active Methodology promotes transparency, but it can restrict flexibility when credit or interest rate conditions change quickly.

Sector Exposure

When debt portfolios include high weights toward banking, PSU, or corporate issuers, sector-specific concentration risks can increase.

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Factors to Consider Before Investing in Trust Mutual Funds

Product Composition

The fund lineup mainly includes debt schemes, showing a focus on steady income and credit quality rather than equity-led growth.

Performance Visibility

Most schemes have short track records, giving investors near-term consistency but limited insight into how funds perform during long rate cycles.

Investment Framework

Trust AMC follows a detailed process that uses benchmarking to index and builds portfolios through rule-based construction.

Management Structure

Leadership under Sandeep Bagla and Mihir Vora brings strong experience in debt investments and shapes the AMC's cautious portfolio strategy.

Industry Positioning

Trust AMC has built a niche position in India's mutual fund market with an emphasis on structured debt strategies and systematic portfolio building.

Documents Required to Invest in Trust Mutual Fund

Here are a few documents you may require to invest in Canara Robeco Mutual Funds

  1. PAN Card
  2. Aadhaar Card or other valid ID proof (Passport, Voter ID, or Driving License)
  3. Address Proof (Aadhaar, Passport, Utility Bill, or Bank Statement)
  4. Cancelled Cheque or Bank Statement showing IFSC and account number
  5. Two Passport-sized Photographs
  6. Signature Verification on the application or KYC form

Note: For the latest details, visit Canara Robeco’s official AMC website.



Conclusion

Trust Mutual Fund, though relatively new, has built a reputation for disciplined debt management, transparency, and steady performance. Its Limited Active Methodology and strong leadership underline a process-driven investment approach. To explore all Trust Mutual Fund schemes, analyse their past returns, and compare performance across categories, visit Tickertape Mutual Fund Screener.

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Frequently Asked Questions About Trust Mutual Funds

  1. How to start Trust mutual fund SIP online?

    Here’s how you can start a SIP in Trust Mutual Funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Trust Mutual Funds that aligns with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate Trust mutual fund returns?

    Here’s how you can calculate returns on your Trust mutual fund investement -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Trust mutual fund’s performance.

  3. Does Trust offer tax-free mutual fund schemes?

    No, Trust AMC does not offer tax-saving or Equity Linked Savings Scheme (ELSS) options. While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
    Disclaimer: You can check the latest information about Trust mutual funds on Tickertape Mutual Fund Screener.

  4. How do I cancel/stop Trust mutual fund SIP?

    To cancel Trust mutual fund SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

  5. How to withdraw money from Trust mutual funds?

    Here’s how to withdraw/redeem from Trust mutual fund on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Trust mutual fund you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Trust mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund name to open its details page.
    6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
    7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
    8. Step 8 - Confirm your bank account details.
    9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

  6. What are the redemption charges of Trust mutual funds?

    Trust mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

  7. Which are the top-performing Trust mutual funds?

    Here are the top Trust mutual funds based on their 3Y CAGR:

    1. TRUSTMF Overnight Fund
    2. TRUSTMF Money Market Fund
    3. TRUSTMF Liquid Fund
    4. TRUSTMF Banking & PSU Fund
    5. TRUSTMF Short Duration Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. How to increase the SIP amount in Trust mutual funds?

    You can do it from your broker account or from Trust mutual fund official website.

  9. How to choose the best Trust mutual funds before investing?

    Here’s how to choose the best Trust mutual fund for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.