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- TRUST Mutual Fund has launched its first equity fund: TRUSTMF Flexi Cap Fund. An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.
Based on the investment philosophy of Terminal Value Investing, this fund aims to benefit from the value beyond the short-term.
The experts at TRUST MF believe that for high-growth stocks, a dominant part of value creation happens beyond the foreseeable horizon and the power of compounding or exponential growth is realized by staying invested for the long-term.
They said, “Our pursuit would be to spot companies which are rare, dominant, unchallenged and long-lasting i.e. like Gorillas. The fund will evaluate investment opportunities taking into account the leadership potential of a company, intangibles, megatrends in economy and environment to estimate correct terminal value and use differentiated insights to ride the full terminal value upside.”
TRUSTMF Flexi Cap Fund aims to provide 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.
The TRUSTMF Flexi Cap Fund is ideally suited for
- Investors looking for exposure across market caps with a single fund
- Long-term investors seeking potential long-term wealth creation
- Investors looking for diversification and reducing risks pertaining to concentrated market cap
- Core equity portfolio builders
Benefits of investing in TRUSTMF Flexi Cap Fund
- Flexibility to invest across large, mid and small market cap companies
- Diversification helps mitigating risk with investing in only one market cap
- Diversified portfolio suits the needs of different types of investors
- Adaptability to perform under different market cycles
The NFO opens on April 5, 2024 and closes on April 19, 2024.
Fund managers of TRUSTMF Flexi Cap Fund
Mihir Vora, CIO, and Aakash Manghani, Fund Manager are the managers for this Fund.
Mihir Vora has a proven track record across various asset classes including equity, fixed income, real estate and alternative investment funds. He has worked as Senior Director & Chief Investment Officer at Max Life Insurance; held senior roles at Abu Dhabi Investment Authority, HSBC Mutual Fund, ICICI Prudential Mutual Fund, SBI Mutual Fund and others.
Aakash Manghani has 14+ years of experience in equities in the areas of research and portfolio management. He has previously managed funds in BOI AXA Investment Managers, Girik Capital and ICICI Prudential Life Insurance.
With the insights, expertise and market orientation of the two experts at the helm and the philosophy of Terminal Value Investing, TRUSTMF is confident this Flexi Cap Fund will successfully grow its equity vertical and drive exceptional wealth creation for its investors.
To know more about TRUSTMF Flexi Cap Fund, click here
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
