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Multi Cap📊 NIFTY 500 Multicap 50:25:25 TRI(SEBI default)

Trust MULTI CAP FUND · Regular · Growth

Trust Mutual Fund

NAV

₹11.0400

as of 17 Jun 2026

Expense Ratio

2.35%

AUM

₹385 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+10.40%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+16.65%

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,747

Benchmark

₹5,524

+₹223 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹5,500

Invested

₹5,747

Value today

10.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,069

Value today

7.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,42,100

Value today

+0.1%

vs lumpsum

STP beat direct lumpsum by 0.1% — reduced timing risk paid off

Model your own STP with real NAV

Performance Comparison

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Fund Details

Fund HouseTrust Mutual Fund
CategoryMulti Cap
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date21 Jul 2025
AMFI Code153645
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹1,000
Exit Load1% Before 180 days after 180 days Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Trust MULTI CAP FUND · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Trust MULTI CAP FUND · Regular · Growth is a Multi Cap mutual fund offered by Trust Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹385 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 2.35%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations