Our Philosophy
The core of our investment philosophy is to focus on delivering consistent risk adjusted returns. We aim to provide research driven, validated and back-tested investment options that are designed to meet investment needs across all stages of life.
Investment Approach: 
Methodology
With the aim of providing a differentiated, innovative and relevant investment solution, we have devised an innovative investment framework called LimitedACTIV Methodology. This methodology is being used for select fixed income schemes.
We aim to deliver consistent risk-adjusted returns which are an outcome of:
1. Our innovative structured portfolio creation approach:
a. Filtered Investment Universe
b. Outstanding weighted Model Portfolio
2. Unique “Limited Active” Portfolio Management methodology:
a. Limited variance in Portfolio Construction
b. Active Portfolio Optimisation
1.
Universe Selection
2.
Asset Allocation
3.
Model Portfolio
4.
Portfolio Optimization
5.
Strategic Knowledge Partner – CRISIL*
1.
Universe Selection based on quality, stability & liquidity filters
Distinguished by a commitment for excellence, TRUST AMC prioritizes on building high-quality liquid portfolios. Portfolio shall primarily comprise of only those securities which validates our quality, stability, and liquidity filters. Thus, we navigate the financial landscape with precision and resilience.
Emphasis on high quality liquid portfolios
2.
Asset Allocation : defining weightages on broad issuer categories
Crafting resilience through diversified portfolios, we define weightages on broad issuer categories in mutual fund management, ensuring stability, growth, and adaptability for sustained financial success.
Diversified portfolios
3.
Model Portfolio based on issuance outstanding
We aim to create an accurate universe in mutual fund portfolio management, employing a model portfolio methodology which is grounded basis outstanding issuances. Thus, precision and insight drive our strategy for optimal financial outcomes.
Accurate universe depiction
4.
Portfolio Optimization within predefined limits from model portfolio
Exemplifying robust risk controls, our mutual fund portfolio management optimizes within predefined limits, aligning with the model portfolio. Thus, we strive to navigate markets with resilience and adherence to strategic boundaries.
Strong risk controls
5.
Strategic Knowledge Partner – CRISIL* comprehensive periodic review and validation by backtesting
Ensuring transparency and reliability, the scheme's portfolios undergo external monitoring and validation. CRISIL, our strategic knowledge partner, conducts comprehensive periodic reviews and validates our strategies through meticulous backtesting.
External monitoring & validation
#TRUSTMF has adopted Limited Active Methodology for select fixed income schemes, which is a structured methodology where the fund manager attempts to invest predominantly in line with the internally created model portfolio and takes exposure on pre-defined limits.
*CRISIL has been engaged for - construction & periodic rebalancing of model portfolio & universe, back testing & ongoing investment process validation.