TRUST Mutual Fund has launched the TRUSTMF Large & Mid Cap Fund, an open-ended equity scheme for long-term capital appreciation. The NFO runs from 3-July-2026 to 17-July-2026.
TRUSTMF Large & Mid Cap Fund NFO Details
Particular | Details |
Fund name | TRUSTMF Large & Mid Cap Fund |
Fund type | Open ended equity scheme |
Category | Large & Mid Cap Fund |
Benchmark | Nifty LargeMidcap 250 TRI |
Fund managers | Mihir Vora, Saurabh Kataria, Aakash Manghani |
NFO open date | 3-July-2026 |
NFO close date | 17-July-2026 |
Allotment/Reopening date | 24-July-2026 |
Minimum investment | ₹1,000 |
Additional investment | ₹1,000 |
SIP | ₹1,000 |
NAV | ₹10 per unit |
Stamp duty | 0.005% |
Entry load | Nil |
Exit load | 1% – If redeemed/ switched out within 180 days from the date of allotment. Nil – If redeemed/ switched out after 180 days from the date of allotment. |
Company details
Particular | Details |
AMC name | Trust Mutual Fund |
AUM | ₹5,369 Crores |
Website | |
Address | 101, 1st Floor, Naman Corporation Link, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051 |
Contact number | 022 40845000 |
Source: TRUSTMF Large & Mid Cap Fund
What has TRUST Mutual Fund launched?
TRUST Mutual Fund has introduced an open ended large and mid cap equity scheme that aims to generate long term capital appreciation.
How does the strategy work?
The fund follows a diversified stock selection approach. It seeks to identify businesses with strong long term growth potential while maintaining mandatory exposure to both large cap and mid cap companies.
Step | What happens? |
1 | Invest at least 35% in large cap companies. |
2 | Invest at least 35% in mid cap companies. |
3 | Select companies based on business quality, leadership, growth potential and long term opportunities. |
4 | Invest the remaining portion in other permitted equities, debt or money market instruments as allowed under the scheme. |
5 | Continuously monitor and rebalance the portfolio when required. |
Let’s see through an example
Consider the fund has ₹100 to invest.
- Around ₹35 or more may be invested in established large cap companies.
- Around ₹35 or more may be invested in growing mid cap companies.
- The remaining amount may be invested in other eligible equities or debt and money market instruments for liquidity and portfolio management.
This allows the portfolio to combine relatively established businesses with companies that may have higher growth potential.
Potential benefits
Potential benefit | Why does it matter? |
Diversification | Exposure across both large and mid cap companies. |
Growth potential | Mid cap companies may offer higher long term growth opportunities. |
Stability | Large cap companies may provide relatively better resilience during market volatility. |
Professional management | Investment decisions are taken by experienced fund managers. |
Long term wealth creation | Designed for investors seeking long term capital appreciation. |
What are the key risks?
Risk | What does it mean? |
Equity market risk | Portfolio value can rise or fall with market movements. |
Mid cap risk | Mid cap stocks may experience higher volatility. |
Sector concentration risk | Certain sectors may underperform at different times. |
Liquidity risk | Some securities may become difficult to sell during stressed markets. |
No guaranteed returns | The scheme does not assure returns or capital protection. |
Who may consider this fund?
Investor type | Why? |
Long term investors | Equity investments generally require a long investment horizon. |
Investors seeking growth | The scheme focuses on capital appreciation. |
Investors comfortable with market volatility | The scheme carries a very high risk profile. |
Investors looking for diversified equity exposure | The portfolio combines large and mid cap companies. |
Who may not find it suitable?
Investor type | Why? |
Conservative investors | Equity volatility may not suit their risk profile. |
Investors seeking guaranteed returns | Returns are market linked. |
Investors with very short investment horizons | Equity funds may fluctuate over shorter periods. |
Investors requiring regular capital protection | The scheme does not guarantee preservation of capital. |
TRUSTMF Large & Mid Cap Fund vs traditional investment options
Investment option | Return potential | Risk | Complexity |
Fixed Deposit | Low | Low | Low |
Debt Mutual Fund | Low to Moderate | Low to Moderate | Low |
Hybrid Mutual Fund | Moderate | Moderate | Moderate |
Equity Mutual Fund | High | High | Moderate |
TRUSTMF Large & Mid Cap Fund | High | Very High | Moderate |
Zenith Finserve’s view
The TRUSTMF Large & Mid Cap Fund provides exposure to established large companies and high-growth mid-cap firms in one portfolio. This mandatory dual-segment allocation ensures broad diversification across market capitalisations.
The fund suitability depends on your financial objectives, horizon, and risk tolerance. Evaluate how this scheme complements your overall asset allocation rather than considering it in isolation.
How can Zenith Finserve help?
At Zenith Finserve, we follow a process driven investment framework. We assess your goals, cash flows, risk profile, time horizon, existing investments, loans, and tax situation before suggesting investments.
We align our investment suggestions to match your needs. Then, we review them periodically to keep them aligned with your changing life and financial position.
Frequently asked questions (FAQs)
What is the TRUSTMF Large & Mid Cap Fund?
It is an open ended equity mutual fund investing predominantly in large cap and mid cap companies.When is the NFO open?
The NFO opens on 3 July 2026 and closes on 17 July 2026.What is the minimum investment?
The minimum investment is ₹1,000.Who should consider this fund?
It may suit investors seeking long term capital appreciation and who are comfortable with very high market risk.Does the fund guarantee returns?
No. Returns are market linked and are not guaranteed.What benchmark does the fund use?
The scheme is benchmarked against the Nifty LargeMidcap 250 TRI.Can I invest through SIP?
Yes. SIP investment starts from ₹1,000.What is the recommended investment horizon?
The scheme is intended for investors with a long term investment horizon who can tolerate equity market fluctuations.
