Introducing TRUST Mutual Fund’s Debut in Equity Market with TRUSTMF Flexi Cap Fund
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TRUST Mutual Fund Steps into Retail Investor Territory
In an exciting development, TRUST Mutual Fund is set to make its foray into the retail investment sphere with the launch of its first-ever equity fund, the TRUSTMF Flexi Cap Fund. Scheduled to commence its operations with the opening of the New Fund Offer (NFO) on April 5, 2024, and concluding on April 19, 2024, this open-ended dynamic equity scheme promises investors a unique opportunity to diversify their portfolios across large-cap, mid-cap, and small-cap stocks.
Unveiling TRUSTMF Flexi Cap Fund
With the primary objective of delivering long-term capital growth and income to its investors, TRUSTMF Flexi Cap Fund will be actively managed by seasoned professionals Mihir Vora, Chief Investment Officer, and Aakash Manghani, Fund Manager. The fund’s investment strategy will focus on a diversified portfolio of equity and equity-related securities spanning the entire market capitalization spectrum.
Exploring the Investment Approach
TRUST Mutual Fund’s investment methodology incorporates the innovative concept of Terminal Value Investing, which evaluates the value of a company beyond foreseeable horizons. This approach emphasizes factors such as leadership, intangibles, and megatrends to identify companies with substantial growth potential. Complementing this strategy is the Growth At Reasonable Value (GARV) framework, which seeks out stocks exhibiting strong growth prospects at reasonable valuations.
Understanding Terminal Value Investing: A Breakdown
Terminal Value (TV) is a pivotal metric in evaluating the long-term potential of growth companies. By assessing a company’s leadership, intangible assets, and alignment with prevailing megatrends, investors can better capture the full spectrum of value-creation opportunities. TRUSTMF Flexi Cap Fund leverages this approach to identify and capitalize on companies poised for sustained growth and value appreciation.
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Insights from TRUST Mutual Fund’s Leadership
Sandeep Bagla, CEO of TRUST Mutual Fund, expressed his enthusiasm for the launch, emphasizing the institution’s commitment to providing investors with diverse wealth-creation opportunities. He highlighted the significance of the TRUSTMF Flexi Cap Fund in catering to the evolving needs of retail investors, aiming to empower them with effective investment solutions.
Embracing Growth Opportunities
As the Chief Investment Officer of TRUST Mutual Fund, Mihir Vora underscored the firm’s growth-oriented investment philosophy. He articulated the importance of catering to the unique requirements of investors. He outlined how TRUSTMF Flexi Cap Fund embodies the principles of Terminal Value Investing and GARV, offering a distinctive approach to equity fund investing.
Aakash Manghani’s Take
Aakash Manghani, Fund Manager at TRUST Mutual Fund, shared his insights on the fund’s launch, highlighting its potential to serve as a cornerstone in investors’ portfolios. He emphasized the diversified approach and active management strategy of TRUSTMF Flexi Cap Fund, aiming to deliver favorable outcomes amidst evolving market conditions.
Driving Investor Engagement
Ajaykumar Gupta, Chief Business Officer of TRUST Mutual Fund, expressed optimism about the prospects of TRUSTMF Flexi Cap Fund. He emphasized the fund’s accessibility to investors across all segments and its potential to serve as a long-term investment solution. With an initial investment amount as low as INR 1000, the fund seeks to democratize wealth creation opportunities for all investors.
