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TRUSTMF Flexi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of TRUSTMF Flexi Cap Fund - Growth - Direct Plan is ₹10.41.
It is better to invest in a fund with a longer track record as TRUSTMF Flexi Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
TRUSTMF Flexi Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.50%
The process for redemption is
The AUM of TRUSTMF Flexi Cap Fund - Growth - Direct Plan is currently ₹561 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and SBI and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 30% of fund’s portfolio respectively.
Top three sectors of TRUSTMF Flexi Cap Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Auto accounting for 54% of the total portfolio.
Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of TRUSTMF Flexi Cap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.
Mihir Vora and Aakash Manghani manage the TRUSTMF Flexi Cap Fund - Growth - Direct Plan Fund.
TRUSTMF Flexi Cap Fund - Growth - Direct Plan current PE ratio is 52.07 and PB ratio is 10.84
The asset allocation of TRUSTMF Flexi Cap Fund - Growth - Direct Plan is Stocks : 92.77%, Debt : 7.25% and Gold : 0%
The minimum SIP amount for TRUSTMF Flexi Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹1000.00
The exit load for TRUSTMF Flexi Cap Fund - Growth - Direct Plan is 1% on or before 180 days, Nil after 180 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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