TRUST Asset Management announces the launch of TRUSTMF Short Term Fund

TRUST Asset Management announces the launch of TRUSTMF Short Term Fund
TRUST Asset Management announces the launch of TRUSTMF Short Term Fund
TRUST Asset Management announces the launch of TRUSTMF Short Term Fund
TRUST Asset Management announces the launch of TRUSTMF Short Term Fund
TRUST Asset Management announces the launch of TRUSTMF Short Term Fund

TRUST Asset Management announces the launch of TRUSTMF Short Term Fund



NFO opens on 20th July 2021 and closes on 3rd August 2021

Short Term Duration Strategy aiming for Consistent Performance

Investors may benefit from Persistent steepness in the Yield Curve in the 1-3 Year segment

Unique Investment methodology, in strategic knowledge partnership with CRISIL

Mumbai, July 14, 2021: TRUST Asset Management Company announced the launch of its New Fund Offer (NFO) – the TRUSTMF Short Term Fund@ which aims to build a portfolio of the highest-rated issuers for investors to benefit from the persistent steepness in the Yield Curve in the 1-3 year segment. The NFO will be open for subscription from 20th July 2021 to 3rd August 2021 and will be managed by Anand Nevatia, Fund Manager, TRUST Mutual Fund. This is the third launch from TRUST Mutual Fund with its first NFO of TRUSTMF Banking & PSU Debt Fund in January 2021 and TRUSTMF Liquid Fund in April 2021.

The TRUSTMF Short Term Fund will follow a structured investment approach backed by unique methodology, with the objective of delivering consistent risk-adjusted returns. The robust methodology has been developed in collaboration with CRISIL$, the knowledge partner for the initial debt schemes of TRUST Mutual Fund.

TRUSTMF Short Term Fund is another innovative offering from TRUST Mutual Fund. The Key Highlights of the TRUSTMF Short Term Fund are:


Focus on top quality investible universe of filtered AAA issuers

Steepness in the Yield Curve combined with Roll Down opportunity may provide an opportunity to generate capital gains and some cushion against Yield increase

Current curve far steeper than historical averages providing better opportunities

Focus on Consistent risk adjusted returns in back testing of Model Portfolio by CRISIL.



Speaking on the launch of the TRUSTMF Short Term Fund:

Sandeep Bagla, CEO, TRUST Mutual Fund said, “Short Term Income Funds have emerged as the most reliable fixed income category, having delivered consistent returns in times of volatile interest rates as well as uncertain credit environment. At TRUST Mutual Fund, we have crafted an innovative short term fund for our investors, which will aim to deliver consistent returns by taking advantage of the inherent steepness in the yield curve, ideal for a minimum 6-12 month investment horizon”

Anand Nevatia, Fund Manager of TRUST Short Term Fund said, “Our research shows that the steepness on the short end of the curve, particularly in the 1-3 year segment, is far higher than historical averages. This, coupled with fact that the portfolio will focus on only select AAA-rated issuers and sovereign bonds, makes our short duration strategy fairly watertight when it comes to delivering consistent returns for our investors.”



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Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

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The views expressed herein constitute only the opinions and do not constitute any guidelines or recommendations on any course of action to be followed by the reader


Trust Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Trust Investment Advisors Private Limited (liability restricted to Rs 1 lakh). Trustee: Trust AMC Trustee Private Limited: Investment Manager: Trust Asset Management Private Limited (the AMC).


The AMC (including its affiliates), the Mutual Fund, the trust and any of its officers, directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, loss in any way arising from the use of this material in any manner. The information contained herein should not be construed as a forecast or promise nor should it be considered as investment advice.


@ Type of Scheme: An open-ended short term debt scheme investing in instruments such that the Macaulay Duration of the portfolio is between 1 to 3 years

$ CRISIL has been engaged for - construction & periodic rebalancing of model portfolio & universe, backtesting & ongoing investment process validation


Riskometer and Product Suitability Label:

TRUSTMF Short Term Fund




Investors understand that their principal will be at Low to Moderate Risk


This product is suitable for investors who are seeking*


Income over short term

Investment in debt & money market instruments with portfolio

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.