Aiming to unlock growth in India’s emerging small-cap segment TRUST Mutual Fund introduces TRUSTMF Small Cap Fund

TRUSTMF Small Cap Fund NFO - A new opportunity for investors to benefit from high-growth small-cap companies.

TRUST Mutual Fund has introduced the TRUSTMF Small Cap Fund, an open-ended equity scheme that focuses on investing in Small-Cap companies. The New Fund Offer (NFO) is open from October 11 to October 25, 2024, and provides investors with an opportunity to participate in India’s growing small-cap segment. With a focus on long-term capital appreciation, the fund aims to leverage the early-stage growth potential of emerging companies in high-growth sectors.

Key Features of TRUSTMF Small Cap Fund

• Benchmark Index: NIFTY Smallcap 250 TRI Index.
• NFO Period: October 11 to October 25, 2024.
• Investment Focus: Equity and equity-related securities of small-cap companies.
• Investment Objective: Long-term capital appreciation.
• Sector Focus: High-growth sectors like consumption, financialization, physical asset creation, and more.
• Fund Managers: Mihir Vora (Chief Investment Officer) and Aakash Manghani (Fund Manager - Equities).

Why consider small-cap companies?

• Highest Growth Phase: Small-cap companies are often in the early stages of their growth cycle, offering significant potential for capital appreciation.
• Vast Investment Universe: The small-cap space is expanding, with companies from diverse sectors showing strong growth potential.
• Long-Term Wealth Creation: With disciplined investing, small-cap companies can deliver multi-bagger returns, helping investors build long-term wealth.
• Unique Themes and Global Scale: Many high-growth sectors and companies that are future market leaders are currently in the small-cap category, providing a unique investment opportunity.

Management Comments
Sandeep Bagla, Chief Executive Officer of TRUST Mutual Fund said, “At TRUST Mutual Fund, growth investing is in our DNA. Our small-cap fund is designed to capture the high-growth phase of a company’s lifecycle, where the potential for returns is most promising. The small-cap market offers a range of investment opportunities across sectors like consumption, financialization, and asset creation. This fund allows investors to benefit from India's strong consumption and growth trends.”

About the fund managers
Mihir Vora serves as the Chief Investment Officer at TRUST Mutual Fund, bringing decades of experience in equity markets. Known for his research-driven approach, Mihir specializes in identifying high-growth opportunities in small-cap companies, backed by his unique Terminal Value investing philosophy.

Aakash Manghani is the Fund Manager for Equities at TRUST Mutual Fund. He has an extensive background in tracking small-cap companies, enabling him to spot emerging leaders in the market. Aakash’s keen insights and deep research expertise make him a valuable asset to the fund’s management team.

Should you invest?
The TRUSTMF Small Cap Fund is an attractive option for investors looking to tap into the immense growth potential of small-cap companies. With India’s economy expected to grow strongly over the coming years, small caps offer a unique opportunity for outsized returns. However, small-cap investing comes with higher volatility and risk, so this fund may be more suitable for investors with a long-term horizon and a higher risk appetite.

Disclaimer: The article is for informational purposes only and not investment advice.