TRUSTMF Flexi Cap Fund NFO: Key details you need to know

5 Apr 2024 , 12:22 PM

Trust Mutual Fund is launching NFO under its “Flexi Cap Fund”, named as TRUSTMF Flexi Cap Fund. The open ended fund long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments.

Investment strategy: The Schemes will predominantly invest minimum 65% dynamically into Indian equity and equity related instruments across market capitalization. This is namely, large cap (1-100th company in terms of full market capitalization), mid cap companies (101st -250th company in terms of full market capitalization) and small cap (251st company onwards in terms of full market capitalization) as defined under Para 2.7 of the SEBI Master Circular as may be amended by SEBI from time to time.

Asset allocation: The asset allocation under the scheme Equity & equity related instruments of large cap, midcap and smallcap companies, Debt & Money Market Instruments and Units issued by REITs & InvITs.

Who should invest?

Investors with very high risk appetite should invest in the TRUSTMF Flexi Cap Fund for 5 or more years.

Risk associated: Very high level of risk.

Benchmark: Nifty 500 Index (TRI).

Fund Managers: Mihir Vora, Aakash Manghani.

The NFO is available for subscription from March 26 to April 09. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is ₹1000/- and in multiples of any amount thereafter.

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in TRUSTMF Flexi Cap Fund.