Minimum Investment ₹1,000:
TRUSTMF Mid Cap Fund
K P Venkatarama Krishnan, Viruksham Finmart Private Ltd
A new mutual
fund scheme that focuses on investing in India’s growing mid-cap companies, the
TRUSTMF Mid Cap Fund has been
launched by Trust Mutual Fund.
The New Fund
Offer (NFO) of this scheme will close on March
13, 2026.
The scheme is an open-ended equity mutual fund, which means investors can
invest or redeem their money even after the NFO period ends.
The primary
objective of this scheme is to generate long-term
capital appreciation for investors. To achieve this, the fund will
predominantly invest in shares of mid-cap companies.
According to
the definition provided by Securities and
Exchange Board of India (SEBI), companies ranked
from 101st to 250th in terms of full
market capitalization are classified as mid-cap companies. These companies
often have the potential to grow into large-cap businesses in the future, which
may offer attractive long-term growth opportunities for investors.
According to
data from Association of Mutual Funds in India (AMFI) as of December 2025,
India’s mid-cap segment includes companies with market capitalizations ranging
from approximately ₹34,800 crore to ₹1.04
lakh crore.
The
investment philosophy of the scheme is based on growth-oriented
investing.
This means the fund aims to identify companies that have strong potential for
future expansion and earnings growth. To achieve this, the fund management team
will focus on fundamental analysis,
valuation discipline, and the long-term value creation potential of businesses.
Investing in mid-cap stocks generally requires deeper
research compared to large-cap companies. This is because mid-cap companies
often receive relatively lower research coverage. As a result, careful
stock selection becomes critical in building a strong portfolio.
The scheme
will be managed by fund manager Mihir Vora,
and its performance will be benchmarked against the NIFTY Midcap 150 TRI index.
Key Investment Details
|
Feature |
Details |
|
Fund House |
Trust Mutual Fund |
|
Scheme |
TRUSTMF Mid Cap Fund |
|
NFO Period |
February 27, 2026 – March 13, 2026 |
|
Investment Category |
Equity – Mid Cap |
|
Minimum Investment |
₹1,000 |
|
SIP |
₹1,000 onwards |
|
Benchmark |
NIFTY Midcap 150 TRI |
|
Exit Load |
1% if redeemed within 180 days |
|
Risk Level |
Very High |
Investors
can start investing in this scheme with a minimum
amount of ₹1,000,
either through a lump sum investment or through a Systematic Investment Plan
(SIP).
However, the
scheme is categorized under “Very High Risk.” Mid-cap stocks may
offer strong growth potential, but they can also experience significant
volatility in the short term due to market fluctuations.
Overall, mid-cap
mutual funds are generally considered suitable for long-term
investors seeking higher growth opportunities. Because of the
potential price volatility in the short term, investors should ideally have an investment
horizon of at least 5 to 7 years when considering such funds.
For more details and investment..!
Mr. K P Venkatarama Krishnan,
Founder,
Viruksham Finmart Private Ltd
Chennai
E - Mail:
kpvenkat02@gmail.com
Cell Number:
98410 34997
Read articles written by Mr. K P Venkatarama
Krishnan in Nanayam Vikatan, a leading personal finance magazine.
Disclaimer: Mutual Fund investments are subject to market risks,
read all scheme related documents carefully. The past performance of the mutual
funds is not necessarily indicative of future performance of the schemes.
