Fund house

TRUST

Its schemes hold 177 companies worth ₹6,558 Cr in Sept 2026.

  • AUM

    ₹7,497 CrTRUST's AUM averaged over Aug 2026, as AMFI reports it. Up 16.0% on Jul 2026, ₹6,464 Cr.
  • Largest holding

    Lenskart Solutions LimitedLenskart Solutions Limited is 2.3% of TRUST's AUM.
  • Largest sector

    Pharmaceuticals & BiotechnologyCompanies in Pharmaceuticals & Biotechnology make up 9.7% of TRUST's AUM.
  • Top 10 holdings

    17.7% of AUMThe 10 largest holdings together make up 17.7% of TRUST's AUM.

Fund managers(Sept 2026)

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.
Vora, Chief Investment Officer
CFA PGDM B.E.
6–7,039+12.0%31 yearsApr '24
Manghani, Fund Manager - Equity Segment
MBA B.E.
5–6,901+14.5%16 yearsApr '24
Head - Equity & Fund Manager
MBA
5–6,901–20 yearsApr '26
Shah, Head - Fixed Income & Fund Manager - Fixed Income
PGDM B.E.
6–1,213+6.7%21 yearsJun '24
Fund Manager cum Dealer - Fixed Income
MBA
6–1,213+5.1%18 yearsOct '25
1–138––Jul '26

AUM by lead manager(Sept 2026)

  1. Mihir Vora85%₹7,039 Cr
  2. Jalpan Shah15%₹1,213 Cr
Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. Source: AMFI.

Joined and left(Jul 2024 – now)

Moves, Aug 2026
6
Fig. 1.Moves a month, Jul 2024 – Aug 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Aug 2026

6 moves
  1. 30 AugTRUSTMF Large Mid Cap Fund, TRUSTMF Small Cap Fund and 3 more
  2. 30 AugTRUSTMF Arbitrage Fund
  3. Jalpan Shah took on 5 schemes
    30 AugTRUSTMF Overnight Fund, TRUSTMF Money Market Fund and 3 more
  4. Mihir Vora joined
    30 AugTRUSTMF Large Mid Cap Fund, TRUSTMF Small Cap Fund and 4 more
  5. 30 AugTRUSTMF Large Mid Cap Fund, TRUSTMF Small Cap Fund and 3 more
  6. Shradhanjali Panda took on 5 schemes
    30 AugTRUSTMF Overnight Fund, TRUSTMF Money Market Fund and 3 more

Sept 2025

2 moves
  1. 30 SeptTRUSTMF Fixed Maturity Plan Series II 1196 Days
  2. 30 SeptTRUSTMF Fixed Maturity Plan Series II 1196 Days