Fundalysisby DARKHORSESTOCKS

Fund manager · TRUST

Saurabh Kataria

Head - Equity & Fund Manager at TRUST. Runs 5 schemes worth ₹6,901 Cr.

  • Fund house

    TRUSTThey run their schemes at TRUST.

  • AUM they run

    ₹6,901 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    5 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2026.

  • Experience

    20 yearsOver 20 years of experience mainly in the Financial Services Industry. April 2026 till Date Head - Equity, Trust Asset Management Private Limited. July 2019 - April 2026 Sr. Fund Manager, Axis Max Life Insurance. August 2009 - June 2019 Fund Manager, BOI AXA Mutual Fund.

Profile(TRUST's SAI, 9 Oct 2026)

About

Role
Head - Equity & Fund Manager
Studied
MBA (Finance)
Age
44 years
Experience
Over 20 years of experience mainly in the Financial Services Industry. April 2026 till Date Head - Equity, Trust Asset Management Private Limited. July 2019 - April 2026 Sr. Fund Manager, Axis Max Life Insurance. August 2009 - June 2019 Fund Manager, BOI AXA Mutual Fund.

Schemes now5

  1. TRUSTMF Small Cap Fund₹3,877 Cr
  2. TRUSTMF Flexi Cap Fund₹1,006 Cr
  3. TRUSTMF Multi Cap Fund₹914 Cr
  4. TRUSTMF Mid Cap Fund₹687 Cr
  5. TRUSTMF Large Mid Cap Fund₹418 Cr

AUM they run(Apr 2026 – Sept 2026)

AUM at month end each month, and its change on the month before
6 months₹ CrChange
Sept 20266,901+10.5%
Aug 20266,244+25.6%
Jul 20264,971+13.8%
Jun 20264,368+18.1%
May 20263,699+8.6%
Apr 20263,407–
AUM at month end, Sept 2026
₹6,901 Cr
+102.5% since Apr 2026
Fig. 1.The AUM of the schemes Saurabh Kataria ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Apr 2026 – now)

  1. Small Cap Fund
  2. Flexi Cap Fund
  3. Multi Cap Fund
  4. Mid Cap Fund
  5. Large Mid Cap Fund
TRUST
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Apr 2026 – now)

TRUST

5 now · since Apr 2026
  1. TRUSTMF Small Cap Fund
    Co-managerApr 2026—7m₹3,877 CrSmall CapTER 1.54%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(5 schemes)

Growth · Direct plans

Return as manager
–
Beat peers
–
vs peers
–
Longest run
0.5 years
Beat benchmark
Upcoming
Each scheme Saurabh Kataria ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
TRUSTMF Small Cap Fund
Apr '26–now · 0.5y
+38.32%+23.95%+14.37 pt––
TRUSTMF Multi Cap Fund
Apr '26–now · 0.5y
+23.54%+12.70%+10.84 pt––
TRUSTMF Mid Cap Fund
Apr '26–now · 0.5y
+19.05%+12.43%+6.62 pt––
TRUSTMF Flexi Cap Fund
Apr '26–now · 0.5y
+17.75%+10.98%+6.76 pt––
TRUSTMF Large Mid Cap Fund
Jul '26–now · 0.2y
−2.89%−4.44%+1.55 pt––
Fig. 1.Each scheme Saurabh Kataria ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Aakash ManghaniSmall Cap Fund · Flexi Cap Fund · Multi Cap Fund · Mid Cap Fund · Large Mid Cap Fund5 schemes
  2. Mihir VoraSmall Cap Fund · Flexi Cap Fund · Multi Cap Fund · Mid Cap Fund · Large Mid Cap Fund5 schemes