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Flexi Cap📊 NIFTY 500 TRI(SEBI default)

Trust FLEXI CAP FUND · Regular · Growth

Trust Mutual Fund

#11 of 39 (1Y)

NAV

₹11.7900

as of 20 Jul 2026

Expense Ratio

1.84%

AUM

₹1,088 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.15%
3Y
5Y
Since Inception
+7.66%

SIP returns (XIRR)

1Y
+8.23%
3Y
5Y
Since Inception
+5.02%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.00

Sharpe Ratio

+0.02

Alpha

0.29

Beta

-0.00

Sortino

15.28%

Std Dev

-14.30%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseTrust Mutual Fund
CategoryFlexi Cap
BenchmarkNIFTY 500 TRI ✓
Launch Date26 Apr 2024
AMFI Code152582
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹1,000
Exit Load1% Before 180 days Nil after 180 days

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Trust FLEXI CAP FUND · Regular · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Trust FLEXI CAP FUND · Regular · Growth is a Flexi Cap mutual fund offered by Trust Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,088 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.84%.

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
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