Trust Mutual Fund

Trust Mutual Fund is one of the leading AMCs in India, backed by the TRUST Group's deep-rooted expertise in debt capital markets. The fund house distinguishes itself through a structured, research-driven philosophy, specifically its limited active methodology for debt and terminal value framework for equity.

The AMC has successfully transitioned from a fixed-income specialist into a full-service player with a growing suite of equity products. The fund house utilizes its proprietary LIM (Leadership, Intangibles, Megatrends) framework to identify scalable businesses. It is particularly well-suited for investors who value institutional-grade research, high corporate governance, and a disciplined, conservative approach to wealth creation.

Here are some of the key advantages you can gain by selecting Trust Mutual Fund for your investments:

1. Stable Debt Strategy: Follows a limited active investment approach focused on high-quality credit and portfolio stability.
2. LIM Framework: Uses a disciplined Leadership, Intangibles, and Megatrends framework to identify strong, scalable businesses with sound corporate governance standards.
3. Terminal Value Investing: Emphasises a company's long-term sustainable value rather than short-term market fluctuations, supporting a disciplined Growth at Reasonable Valuations (GARV) investment philosophy.
4. Institutional Expertise: Provides retail investors access to sophisticated risk management models and deep bond market expertise backed by the TRUST Group's experience in serving global institutions.
5. AUM Agility: The AMC can build and unwind high-conviction positions more efficiently than larger, traditional fund houses.

Planning to invest in the Trust Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Trust Mutual Fund

   : Browse available Trust Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Trust Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Trust Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).