Why TRUST Us | Trust Mutual Fund

Why TRUST Us?

TRUST Mutual Fund, led by seasoned experts, offers a range of mutual fund schemes, ensuring reliability and growth.

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 seven 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^®#.
TRUST AMC will gradually offer a complete suite of products in the future.
The Company’s leadership front is robust and agile, with 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. He has also managed fixed-income portfolios for primary dealers like ICICI Securities PD & ABN AMRO Securities PD and financial institutions like ICICI Ltd. Mr. Bagla has been associated with TRUST Group since 2014 and has successfully headed verticals like Debt PMS, Foreign Institutional relationships, and New Initiatives.
Mihir Vora is the Chief Investment Officer at TRUST AMC, with a remarkable career spanning nearly three decades in investment. He has a proven track record across various asset classes including equity, fixed income, real estate, and alternative investment funds. Before joining TRUST Mutual Fund, Mihir held the position of Senior Director & Chief Investment Officer at Max Life Insurance, where he managed assets exceeding INR 130,000 crores. He has also held senior roles at notable financial institutions such as Aditya Birla Sun Life Mutual Fund, Abu Dhabi Investment Authority, HSBC Mutual Fund, ABN AMRO Mutual Fund, ICICI Prudential Mutual Fund, and SBI Mutual Fund.
The Company’s Chief Business Officer is Ajaykumar Gupta. Being an industry veteran, Ajay brings to the table around three decades of experience in the financial services domain. Before joining TRUST AMC, he was with Axis AMC, which he joined at a very nascent stage and was instrumental in running their Institutional Business. Before that, he worked with the Kotak Mahindra Group for two decades.
With over two decades of experience in asset management, Jalpan Shah is an expert in fixed-income investment strategies. He is the Head of Fixed Income at TRUST AMC. Previously, he served as Senior Vice President at HSBC Asset Management (India) and held key roles at L&T Investment Management and FIL Fund Management.
Neeraj Jain currently manages all debt schemes of TRUST Mutual Fund and has around 7 years of experience in the financial markets. Neeraj has been associated with the TRUST Group since 2016 wherein he looked after institutional sales for FII clients. He has also worked with Futures First as a interest rate trader trading Eurodollars. He is a mechanical engineer with a degree in management from MDI, Gurgaon.
Aakash Manghani is the Fund Manager, Equities at TRUST Mutual Fund. In his previous role as a Fund Manager at ICICI Prudential Life Insurance, Aakash oversaw a substantial portfolio valued at over 6,500 crores in assets under management (AUM), focussing on midcap strategies. With over fourteen years of robust experience in the investments space, Aakash is a seasoned professional known for his stock selection skills, consistent investment style and active fund management. With a keen eye for identifying opportunities, he has consistently delivered growth for the portfolios he managed. His strategic investment decisions have earned him a reputation as a dynamic and successful fund manager in the asset management industry. Aakash has held esteemed positions at renowned financial institutions like ICICI Prudential Life Insurance, BOI AXA Investment Managers, Girik Capital etc.

*CRISIL has been engaged for - construction & periodic rebalancing of model portfolio & universe, back testing & ongoing investment process validation.

#TRUSTMF has adopted Limited Active Methodology for certain select open-ended 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.

Trust Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Trust Investment Advisors Private Limited (liability restricted to Rs 1 lakh). Trustee: Trust AMC Trustee Private Limited: Investment Manager: Trust Asset Management Private Limited (the AMC). The AMC (including its affiliates), the Mutual Fund, the trust and any of its officers, directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, loss in any way arising from the use of this material in any manner.